bexio + BoondManager Integration

Connect bexio to BoondManager - Automate your workflows in 1-click

Set up bexio automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of BoondManager automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s bexio + BoondManager integration.
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Ready Workflows For bexio + BoondManager Integration

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most-popular-automations
BoondManager + bexio Integration

Create bexio contact for new BoondManager contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this BoondManager - bexio integration, anytime a new BoondManager contact is created, an bexio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Activate
BoondManager + bexio Integration

Create bexio contact from new BoondManager company

If you have created a company in BoondManager, it's important to create a contact in bexio. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Activate
BoondManager + bexio Integration

Create bexio order for new BoondManager opportunities

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. BoondManager and bexio work together to make accounting and bookkeeping simple.

When you create a opportunities in BoondManager, it will automatically create an order in bexio. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with BoondManager and bexio.
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Activate
BoondManager + bexio Integration

Create bexio invoice from new BoondManager opportunities

Do you use BoondManager to keep track of your company's opportunities? If so, did you know that you can also use it to create invoice directly in bexio?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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Activate
bexio + BoondManager Integration

Create BoondManager contact for new bexio contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this bexio - BoondManager integration, anytime a new bexio contact is created, an BoondManager contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Activate
bexio + BoondManager Integration

Create BoondManager opportunities from new bexio contact

Anytime a new contact is created in your bexio, a new opportunities will automatically be created in your BoondManager. This ensures that all of your opportunities are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This bexio - BoondManager integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Activate
bexio + BoondManager Integration

Create BoondManager company from new bexio invoice

If you're a small business owner who uses bexio to manage your finances, you may be wondering if there's a way to automatically create a company profile in BoondManager whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with BoondManager and bexio!
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Create Your Own bexio & BoondManager Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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bexio + BoondManager Integration
1.
  • bexio
    Order is created/updated in bexio

    Triggers the automation whenever an order is created or updated

  • bexio
    Person is created or updated in bexio

    Triggers the automation whenever a person is created or updated

  • bexio
    Invoice is created in bexio

    Triggers the automation whenever any invoice is added or modified

  • bexio
    Order is created in bexio

    Triggers the automation whenever a new order is created

  • bexio
    Quote is created in bexio

    Triggers the automation whenever a new quote is created

  • bexio
    Product is created in bexio

    Triggers the automation whenever a new product is created

  • bexio
    Project is created in bexio

    Triggers the automation whenever a new project is created

  • bexio
    Company is created or updated in bexio

    Triggers the automation whenever a company is created or updated

  • BoondManager
    Candidate is created in BoondManager

    Triggers the automation whenever a new candidate is added

    Instant
  • BoondManager
    Contact is updated in BoondManager

    Triggers the automation whenever a contact is updated

    Instant
  • BoondManager
    Contact is created in BoondManager

    Triggers the automation whenever a new contact is created

    Instant
  • BoondManager
    Candidate is updated in BoondManager

    Triggers the automation whenever a candidate profile is updated

    Instant
  • BoondManager
    Resource is created in BoondManager

    Triggers the automation whenever a resource is created

    Instant
  • BoondManager
    Action is created in BoondManager

    Triggers the automation whenever a new action is created

    Instant
  • BoondManager
    Action is updated in BoondManager

    Triggers the automation whenever action is updated

    Instant
  • BoondManager
    Company is created in BoondManager

    Triggers the automation whenever a new company is created

    Instant
  • BoondManager
    Company is updated in BoondManager

    Triggers the automation whenever a company is updated

    Instant
  • BoondManager
    Opportunity is created in BoondManager

    Triggers the automation whenever any opportunity is updated

    Instant
  • BoondManager
    Opportunity is updated in BoondManager

    Triggers the automation whenever any opportunity is updated

    Instant
  • BoondManager
    Project is created in BoondManager

    Triggers the automation whenever a new project is created

    Instant
  • BoondManager
    Project is updated in BoondManager

    Triggers the automation whenever a project is updated

    Instant
  • BoondManager
    Invoice is created in BoondManager

    Triggers the automation whenever any invoice is added or modified

    Instant
  • BoondManager
    Invoice is updated in BoondManager

    Triggers the automation whenever an invoice is updated

    Instant
2.
  • bexio
    Create time tracking in bexio

    Automatically creates a new time tracking entry

  • bexio
    Create invoice in bexio

    Automatically generates invoices for sales transactions

  • bexio
    Send invoice in bexio

    Automatically generates and send invoices to clients

  • bexio
    Search invoice in bexio

    Automatically locate and retrieve invoices with

  • bexio
    Issue invoice in bexio

    Automatically generates and send invoices to clients

  • bexio
    Create person in bexio

    Automatically generates a new person

  • bexio
    Search person in bexio

    Automatically retrieves information about a person

  • bexio
    Update person in bexio

    Automatically updates the information of a person

  • bexio
    Create project in bexio

    Automatically creates a new project

  • bexio
    Search project in bexio

    Automatically searches for a project

  • bexio
    Get project by ID in bexio

    Automatically retrieves project information using the project ID

  • bexio
    Update project in bexio

    Automatically updates project information

  • bexio
    Create company in bexio

    Automatically generates a new company profile with given details

  • bexio
    Search company in bexio

    Automatically find information about a company

  • bexio
    Update company in bexio

    Automatically updates company information

  • bexio
    Update product in bexio

    Automatically updates product information

  • bexio
    Create product in bexio

    Automatically generates and launch new products

  • bexio
    Search product in bexio

    Automatically searches for a product

  • bexio
    Export invoice to PDF in bexio

    Automatically convert invoices into PDF files for easy sharing and printing

  • bexio
    Create sales quote in bexio

    Automatically generates a new sales quote

  • bexio
    Create sales order in bexio

    Automatically generates a new sales order with pre-filled details

  • BoondManager
    Create candidate in BoondManager

    Automatically generates a new candidate profile

  • BoondManager
    Update candidate in BoondManager

    Automatically updates candidate information

  • BoondManager
    Create contact in BoondManager

    Automatically adds a new contact to the database

  • BoondManager
    Search contact in BoondManager

    Automatically finds and retrieves contact information

  • BoondManager
    Search candidate in BoondManager

    Automatically searches through candidate profiles

  • BoondManager
    Update contact in BoondManager

    Automatically updates contact information with new details

  • BoondManager
    Import file in BoondManager

    Automatically uploads and integrate external data files

  • BoondManager
    Create company in BoondManager

    Automatically generates a new company profile with given details

  • BoondManager
    Search company in BoondManager

    Automatically find information about a company

  • BoondManager
    Update company in BoondManager

    Automatically updates company information

  • BoondManager
    Create opportunity in BoondManager

    Automatically creates a new instance of the support system

  • BoondManager
    Create resource in BoondManager

    Automatically generates a new resource

  • BoondManager
    Search resource in BoondManager

    Automatically searches for a resource

  • BoondManager
    Update resource in BoondManager

    Automatically updates the particular resource with the latest information

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Integrate bexio & BoondManager In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect bexio or BoondManager With 1200+ Other Apps

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bexio is the perfect solution for small companies in Switzerland who need powerful accounting, invoicing, payroll, and other tools to stay organized and efficient. It lets you handle all the business needs in one place.

See bexio Integrations
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BoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.

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