eSignatures.io + bexio Integration

Integrate bexio to eSignatures.io in one click, or tell Integrately AI how you want each invoice handled. Generate contracts, update your client records, alert your team, and track deal stages automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • eSignatures.io
    Contract is sent to signee in eSignatures.io Instant
  • eSignatures.io
    Contract is signed by all signees in eSignatures.io Instant
  • eSignatures.io
    Contract is signed by Signee in eSignatures.io Instant
  • eSignatures.io
    Signee requests to update mobile number in eSignatures.io Instant
  • eSignatures.io
    Contract delivery fails in eSignatures.io Instant
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
Arrow Right
2.
  • eSignatures.io
    Send contract in eSignatures.io
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio

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Ready WorkflowsReady Workflows ย  for eSignatures.io + bexio Integration

Send contracts, update client records, notify your team, and track approvals, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your bexio + eSignatures.io flow

Send contracts to clients and log deal updates across your business tools. Pick a combination and activate it in one click.

eSignatures.io
bexio
+
HubspotHubspot (4)
+
PipedrivePipedrive (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
AsanaAsana (4)
+
Google DriveGoogle Drive (4)
B
E
H
When an invoice is created in bexio, send a contract in eSignatures.io and create a contact in HubSpot.
New invoices in bexio automatically trigger client contracts in eSignatures.io while creating a contact record in HubSpot without manual data entry.
E
B
H
When a contract is signed by all signees in eSignatures.io, update the person in bexio and update the deal stage in HubSpot.
Signed contracts in eSignatures.io instantly update person records in bexio and advance deal stages in HubSpot.
B
E
H
When a person is created or updated in bexio, send a contract in eSignatures.io and log the activity in HubSpot.
Person updates in bexio trigger new contracts in eSignatures.io and log corresponding activities in HubSpot.
E
B
H
When a contract is sent to signee in eSignatures.io, create an invoice in bexio and create a deal in HubSpot.
Outgoing contracts in eSignatures.io automatically generate invoices in bexio and open deals in HubSpot.

Supported triggers and actions for eSignatures.io and bexio

Mix and match to build the exact automation you need

eSignatures.io
eSignatures.io Triggers & Actions
Instant
Contract is sent to signee in eSignatures.io
Triggers the automation when a contract is sent for signing
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Instant
Contract is signed by all signees in eSignatures.io
Triggers the automation when everyone conerned has signed the contract
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Instant
Contract is signed by Signee in eSignatures.io
Triggers the automation when a contract is signed by someone
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Instant
Signee requests to update mobile number in eSignatures.io
Triggers the automation when a signer requests to update their mobile number
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Instant
Contract delivery fails in eSignatures.io
Triggers the automation when a contract delivery fails
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Send contract in eSignatures.io
Sends a contract
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bexio
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
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Person is created or updated in bexio
Triggers the automation when a person is created or updated
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Invoice is created in bexio
Triggers the automation when any invoice is added or modified
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Order is created in bexio
Triggers the automation when a new order is created
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Quote is created in bexio
Triggers the automation when a new quote is created
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Product is created in bexio
Triggers the automation when a new product is created
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Project is created in bexio
Triggers the automation when a new project is created
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Company is created or updated in bexio
Triggers the automation when a company is created or updated
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Create time tracking in bexio
Creates a new time tracking entry
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Create invoice in bexio
Generates invoices for sales transactions
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Send invoice in bexio
Generates and send invoices to clients
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Search invoice in bexio
Locates and retrieves invoices with
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Issue invoice in bexio
Generates and send invoices to clients
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Create person in bexio
Generates a new person
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Search person in bexio
Retrieves information about a person
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Update person in bexio
Updates the information of a person
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Create project in bexio
Creates a new project
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Search project in bexio
Searches for a project
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Get project by ID in bexio
Retrieves project information using the project id
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Update project in bexio
Updates project information
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Create company in bexio
Generates a new company profile with given details
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Search company in bexio
Finds information about a company
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Update company in bexio
Updates company information
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Update product in bexio
Updates product information
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Create product in bexio
Generates and launch new products
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Search product in bexio
Searches for a product
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Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
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Create sales quote in bexio
Generates a new sales quote
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Create sales order in bexio
Generates a new sales order with pre-filled details
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What can you automate with bexio + eSignatures.io?

Streamline your billing and contracting workflow by automating actions between bexio and eSignatures.io from start to finish.

What you can automate?
๐Ÿงพ
Trigger contracts instantly from new invoices
Automatically send a mobile-friendly contract in eSignatures.io the exact moment an invoice or order is created in bexio.
๐Ÿ“‹
Capture every submitted client field
Map all available contact and billing fields from bexio directly into your eSignatures.io agreements without manual copy-pasting.
๐Ÿ””
Alert your team the moment agreements complete
Send instant notifications to your finance or sales channel as soon as a contract is signed by all signees.
๐Ÿ”€
Route workflows based on submitted values
Direct contracts to specific signees or trigger different follow-up actions depending on order values and client types.
๐Ÿ”„
Keep person and company records updated
Ensure client updates in bexio automatically reflect across your contracting workflows and vice versa.
๐Ÿ”
Search and update existing records
Prevent duplicate entries by searching for existing invoices and persons before creating new records.
๐Ÿ’ผ
Manage later status changes and failures
Handle contract delivery failures and status updates automatically across both platforms to keep operations running.
๐Ÿ”—
Extend flows to connected business apps
Connect your core bexio and eSignatures.io workflow to Slack, Asana, or Google Drive for complete end-to-end automation.
And much more...

Who is bexio + eSignatures.io integration for?

Accounting professionals, sales managers, and business owners who need to eliminate manual data entry and keep financial records and client contracts fully synchronized.

Financial Controllers
Financial Controllers
Sales Managers
Sales Managers
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Account Executives
Account Executives
Compliance Officers
Compliance Officers
๐Ÿ“ˆ
Financial Controllers
You rely on accurate reporting from bexio, but manual contract tracking leads to delayed updates in your financial ledgers โ€” with this integration, every signed agreement and billing record stays perfectly synchronized.
โšก
Sales Managers
Your team closes deals in eSignatures.io, but client data enters bexio too slowly for timely invoicing, causing cash flow bottlenecks โ€” automations between both apps mean invoices and contracts trigger instantly.
๐Ÿค
Client Success Leads
External clients expect immediate onboarding after signing, but tracking paperwork manually slows down project initiation โ€” this integration means signed documents instantly create projects and tasks.
๐Ÿ“Š
Operations Directors
High transaction volumes make manual cross-platform data entry prone to human error and missed client follow-ups โ€” automating both apps means your workflow handles high volume without dropping details.
๐Ÿ‘ฅ
Account Executives
You depend on upstream handoffs to send contracts after invoicing, but delays stall deals and frustrate prospects โ€” connecting these apps means contracts dispatch the moment invoices are created.
๐Ÿ—‚๏ธ
Compliance Officers
Maintaining a reliable audit history across accounting and contracting systems is difficult when records are updated manually โ€” this integration means every contract and invoice trail remains complete and searchable.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate eSignatures.io + bexio

Build and manage your eSignatures.io + bexio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect eSignatures.io + bexio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect bexio to eSignatures.io?
Frequently Asked Questions
You can connect bexio to eSignatures.io in 1 click using Integrately, along with other tools like Slack, Hubspot, and Google Drive. Set up ready workflows or use Integrately AI to build custom automations effortlessly.
Can I automatically send an eSignatures.io contract when a bexio invoice is created?
Frequently Asked Questions
Can I connect bexio, eSignatures.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and eSignatures.io?
Frequently Asked Questions
How does bexio handle invoice and contact data during automation?
Frequently Asked Questions
How do eSignatures.io contracts trigger updates across my connected apps?
Frequently Asked Questions
Do I need coding skills to automate bexio and eSignatures.io?
Frequently Asked Questions
Is the bexio and eSignatures.io integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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