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Type

Category

Accounting

Subscription Type

Base

Plattform

Let's use Bexio on Make.com and rock your Accounting!

Use Bexio in Make.com and automate your Business within Minutes. You can find a full list down below!

Sum Up!

  • Automate your Business
  • Automate the setup of Contacts, Invoices and Payment

Keep It Off LP Form

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Actions

  • Edit an Item
    • This action edits a single item
  • Create an Invoice
    • Creates invoices
  • Create a Contact
    • Creates a new contact
  • Create an Item
    • This action creates a new item
  • Create a Payment
    • This action creates a new payment for an invoice
  • Create IBAN Payment
  • Delete an Invoice Draft
    • This action permanently deletes an invoice. It cannot be undone.
  • Edit a Contact
    • This action edits a single contact
  • Set issued Invoice to Draft
    • This action set an already issued invoice to state draft.
  • Issue an Invoice
    • This action issues an invoice. The invoice must be in the draft status.
  • Make a REST API Call

Searches

  • Get a List of Orders
    • Fetches a list of all orders
  • Get a List of Quotes
    • Fetch a list of all quotes
  • Get a List of contacts
    • This action fetches a list of all contacts
  • Search a Contact
    • Search a contact via query
  • Get a List of Items
    • You can choose between different categories of items you want to fetch
  • Get a List of Items
    • This action fetches a list of all items / products
  • Get a Contact
    • This action fetches a single contact
  • Get a List of Payments for an Invoice
    • This action fetches a list of all payments for the invoice
  • Get an Invoice
    • This action fetches a single invoice
  • Get an Item
    • Fetch a single item
  • Get a Quote
    • Fetch a single quote
  • Get an Order
    • Fetch a single order

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