bexio + Filestage Integration

Connect bexio to Filestage - 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 Filestage automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s bexio + Filestage integration.

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Ready Workflows For bexio + Filestage Integration

Just click on the workflow you want to automate

Create Filestage folder for new bexio contact

bexio + Filestage Integration

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Create Your Own bexio & Filestage 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
Triggers the automation whenever an order is created or updated
Person is created or updated in bexio
Triggers the automation whenever a person is created or updated
Invoice is created in bexio
Triggers the automation whenever any invoice is added or modified
Order is created in bexio
Triggers the automation whenever a new order is created
Quote is created in bexio
Triggers the automation whenever a new quote is created
Product is created in bexio
Triggers the automation whenever a new product is created
Project is created in bexio
Triggers the automation whenever a new project is created
Company is created or updated in bexio
Triggers the automation whenever a company is created or updated
File is created in Filestage
Triggers the automation whenever a particular action in the workflow fails
File is approved in Filestage
Triggers the automation whenever a particular action in the workflow fails
Review decision is submitted in Filestage
Triggers the automation whenever a review decision is submitted
Project is created in Filestage
Triggers the automation whenever a new project is created
Step is created in Filestage
Triggers the automation whenever a new step is created

Create time tracking in bexio
Automatically creates a new time tracking entry
Create invoice in bexio
Automatically generates invoices for sales transactions
Send invoice in bexio
Automatically generates and send invoices to clients
Search invoice in bexio
Automatically locate and retrieve invoices with
Issue invoice in bexio
Automatically generates and send invoices to clients
Create person in bexio
Automatically generates a new person
Search person in bexio
Automatically retrieves information about a person
Update person in bexio
Automatically updates the information of a person
Create project in bexio
Automatically creates a new project
Search project in bexio
Automatically searches for a project
Get project by ID in bexio
Automatically retrieves project information using the project ID
Update project in bexio
Automatically updates project information
Create company in bexio
Automatically generates a new company profile with given details
Search company in bexio
Automatically find information about a company
Update company in bexio
Automatically updates company information
Update product in bexio
Automatically updates product information
Create product in bexio
Automatically generates and launch new products
Search product in bexio
Automatically searches for a product
Export invoice to PDF in bexio
Automatically convert invoices into PDF files for easy sharing and printing
Create sales quote in bexio
Automatically generates a new sales quote
Create sales order in bexio
Automatically generates a new sales order with pre-filled details
Create project in Filestage
Automatically creates a new project
Upload file in Filestage
Automatically uploads a file to the particular location
Create step in Filestage
Automatically generates a new step in the workflow
Add reviewer to step in Filestage
Automatically assigns a reviewer to a step in the workflow
Create comment in Filestage
Automatically generates a new comment
Archive/Unarchive project in Filestage
Automatically manage project archiving and unarchiving based on pre-defined criteria
Move file to step in Filestage
Automatically move a file to a step in the workflow
Create folder in Filestage
Automatically creates a new folder in the designated location
Search comment by file in Filestage
Automatically searches for comments by file

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect bexio or Filestage 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

Say goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.

See Filestage Integrations