Connect Synchroteam to bexio and automate any workflow
![Synchroteam](https://zapier-images.imgix.net/storage/developer_cli/d12f837d2a1f340ee2281757a43c63ee.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Synchroteam](https://zapier-images.imgix.net/storage/developer_cli/d12f837d2a1f340ee2281757a43c63ee.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
1. Choose a Trigger
An event that starts an automation
![bexio](https://zapier-images.imgix.net/storage/developer_cli/d6c98939a10836a16f0844f1eb15e6a1.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![bexio](https://zapier-images.imgix.net/storage/developer_cli/d6c98939a10836a16f0844f1eb15e6a1.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Synchroteam with bexio - no code necessary. See how you can get setup in minutes.
Select a trigger from Synchroteam
A trigger is an event that starts your Zap and runs the workflow. For example, with Synchroteam, a trigger could be "New or Updated Customer."
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from bexio
An action is what takes place after the automation is triggered. For example, with bexio, the action could be "Create Manual Entry."
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Synchroteam to bexio
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Synchroteam and bexio to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Synchroteam and bexio to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- myRef
- NameRequired
- AddressRequired
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- myRef
- Description
- Customer_myRefRequired
- Customer_nameRequired
- Site_myRef
- Site_name
- Equipment_myRef
- Equipment_name
- JobType_nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- changedSince
- NameRequired
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- changedSince
- myRef
- Customer_myRefRequired
- Site_myRef
- Equipment_myRef
- user_login
ActionThis is an event a Zap performs.SearchFind existing data in your app- MyId
- myRef
- Description
- Customer_myRefRequired
- Customer_nameRequired
- Site_myRef
- Site_name
- Equipment_myRef
- Equipment_name
- JobType_nameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- Customer_id
- MyId
- myRef
- Customer_myRefRequired
- Site_myRef
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- Customer_id
- MyId
- myRef
- AddressRequired
- Customer_myRefRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- changedSince
- NameRequired
- Customer_myRefRequired
- Site_myRef
- myRef
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- changedSince
- NameRequired
- Customer_myRefRequired
- myRef
- AddressRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - State of Project
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Combined EntryRequired
- Automatic Reference Number
- Date (line item support)Required
- Reference Number (line item support)
- CurrencyRequired
- Debit Account Numbers (line item support)Required
- Credit Account Numbers (line item support)Required
- Vat (line item support)
- VAT Account
- Description
- Amount (line item support)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Department
- Number
- Birthday
- EMail
- Second EMail
- AddressRequired
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File to uploadRequired
- FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company or PersonRequired
- Company Contact Person
- Invoice Date
- API Reference
- Invoice Title
- VAT included in the total
- Project
- Line Item Name/Id/CodeRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- NameRequired
- Description
- Remarks
- Sales PriceRequired
- CurrencyRequired
- Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company or PersonRequired
- Company Contact Person
- Invoice Date
- API Reference
- Invoice Title
- VAT included in the total
- Project
- Line Item Name/Id/CodeRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Identifier For Existing PeopleRequired
- Customer_id
- Company NameRequired
- Department
- Number
- EMail
- Second EMail
- AddressRequired
- Zip
- City
- Country
- Correspondence Type
- Categories
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- EMail
- Number
- Phone
- Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number
- API Reference
- Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- Department
- EMail
- Number
- Phone
- Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- AddressRequired
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- CodeRequired
- Product TypeRequired
- Description
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- myRef
- NameRequired
- Customer_myRefRequired
- Site_myRef
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- myRef
- NameRequired
- AddressRequired
- Customer_myRefRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- changedSince
- NameRequired
- Customer_myRefRequired
- Site_myRef
ActionThis is an event a Zap performs.SearchFind existing data in your app- changedSince
- NameRequired
- Customer_myRefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- myID
- NameRequired
- Email
- myRef
- AddressRequired
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Num
- Customer_id
- MyId
- myRef
- Description
- Customer_myRefRequired
- Customer_nameRequired
- Site_myRef
- Site_name
- Equipment_myRef
- Equipment_name
- JobType_nameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- changedSince
- NameRequired
- Email
- myRef
- AddressRequired
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- changedSince
- myRef
- Customer_myRefRequired
- Site_myRef
- Equipment_myRef
- user_login
- Description
- Customer_nameRequired
- Site_name
- Equipment_name
- JobType_nameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Status of Invoice
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Status of Invoice
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Company NameRequired
- Department
- Number
- EMail
- Second EMail
- AddressRequired
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Identifier For Existing PeopleRequired
- Customer_id
- Company NameRequired
- Department
- Number
- Birthday
- EMail
- Second EMail
- AddressRequired
- Zip
- City
- Country
- Correspondence Type
- Categories
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company or PersonRequired
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- CurrencyRequired
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/CodeRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer_id
- Recipient MailRequired
- SubjectRequired
- MessageRequired
- Mark as pending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product TypeRequired
- NameRequired
- Description
- CodeRequired
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project TypeRequired
- Project StateRequired
- Company or PersonRequired
- Company Contact Person
- Start Date
- End Date
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BillableRequired
- Business ActivityRequired
- Company or PersonRequired
- Company Contact Person
- Project
- Status
- Type
- Date (line item support)Required
- Duration
- Start Time
- End Time
- Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number
- API Reference
- Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number
- API Reference
- Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- Department
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- AddressRequired
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories