bexio + EasyPractice Integration

Connect bexio to EasyPractice - 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 EasyPractice automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Skip the manual back and forth! Easily automate the flow of data between bexio & EasyPractice using Integrately.

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Ready Workflows For bexio + EasyPractice Integration

Just click on the workflow you want to automate

Create bexio contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your bexio contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in bexio automatically. This makes it easy to keep track of your sales pipeline and track event success.

Activate

1of1

Create Your Own bexio & EasyPractice Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Order is created/updated in bexio
Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio
New appointment in EasyPractice
New invoice in EasyPractice
Client deactivated in EasyPractice
New client in EasyPractice

Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio

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Zapier

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750 Tasks

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Integrately

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2,000 Tasks

in $19.⁹⁹

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

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

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

EasyPractice is a revolutionary platform for therapists and clinicians. It aims to create a simplified therapy practice management solution which works across all devices - desktop web app, mobile web app and native iOS/Android apps.

See EasyPractice Integrations