bexio + GoCardless Integration
Integrate bexio to GoCardless in one click, or tell Integrately AI how you want each invoice handled. Collect recurring payments, schedule direct debits, update client accounts, and notify your finance team automatically.
Free forever.Use premium features free for 14 days.1.
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
Event is triggered in GoCardless Instant
2.
- 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
- Create instant first payment + direct debit mandate in GoCardless
- Create instant bank payment in GoCardless
- Create direct debit payment in GoCardless
- Create mandate authorization request in GoCardless
Trusted by experts at...
Ready Workflows for bexio + GoCardless Integration
Collect payments, schedule direct debits, update client accounts, alert your finance team, and track billing, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 + GoCardless flow
Sync payment updates to your CRM, notify your finance channel in Slack, and log billing records in spreadsheets. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Shopify (4)
Shopify (4) +
HubSpot (4)
HubSpot (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) B
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When an invoice is created in bexio, create a direct debit payment in GoCardless and create a customer in Stripe.
New bexio invoices trigger a GoCardless direct debit payment while setting up a corresponding customer record in Stripe.
B
G
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When a person is created or updated in bexio, create a mandate authorization request in GoCardless and update the customer in Stripe.
Client profile updates in bexio instantly trigger a mandate authorization in GoCardless and update Stripe customer data.
B
G
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Use Claude to evaluate bexio invoice details. If the amount exceeds threshold, create an instant bank payment in GoCardless and create a charge in Stripe.
Claude analyzes high-value bexio invoices to trigger targeted instant bank payments in GoCardless and secondary charges in Stripe.
G
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When a GoCardless payment event occurs, search the invoice in bexio and create a payment record in Stripe.
GoCardless payment events locate the matching bexio invoice and record the transaction details in Stripe.
Supported triggers and actions for bexio and GoCardless
Mix and match to build the exact automation you need
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
Try it → Person is created or updated in bexio
Triggers the automation when a person is created or updated
Try it → Company is created or updated in bexio
Triggers the automation when a company is created or updated
Try it → GoCardless Triggers & Actions
What can you automate with bexio + GoCardless?
Streamline your accounting and payment collection workflows with automated triggers and real-time data synchronization.
💳
Trigger direct debits from new invoices
Automatically initiate a GoCardless direct debit payment the exact moment an invoice is created in bexio. Eliminate manual payment entry and speed up cash collection.
📋
Capture every submitted client field
Map all available bexio company and contact fields directly into your GoCardless mandate requests. Ensure your payment authorizations contain complete and accurate customer information.
🔔
Instant alerts for payment milestones
Notify your finance team in Slack or via email the moment a payment event triggers in GoCardless or an invoice posts in bexio. Keep stakeholders informed of cash flow events in real time.
🔀
Route payments based on invoice values
Apply conditional logic to handle high-value bexio invoices differently from standard billing items. Direct high-value transactions through specialized instant bank payment workflows.
🔄
Keep billing records up to date
Automatically update customer profiles, mandate status, and invoice records across both apps whenever changes occur. Prevent data drift between your accounting platform and payment gateway.
🔍
Search and update existing records
Prevent duplicate entries by searching for existing invoices and contacts in bexio before executing GoCardless payment actions. Maintain clean databases across your entire financial stack.
🏷️
Handle payment failures and status changes
Trigger automated follow-ups or update CRM deal stages whenever a GoCardless payment fails or succeeds. Keep your customer success and sales teams aligned on account standings.
📊
Extend your workflow to secondary tools
Connect your core bexio and GoCardless flow to Slack, Google Sheets, or CRM platforms to log transaction metrics and broadcast updates to your team instantly.
And much more...
Who is bexio + GoCardless integration for?
Connecting bexio and GoCardless eliminates manual data re-entry, accelerates invoice collection cycles, and keeps financial ledgers accurate for growing Swiss businesses.
Chief Financial Officers
Billing Specialists
Account Managers
Operations Teams
Sales Representatives
Compliance Officers
📈
Chief Financial Officers
You rely on accurate cash flow reports, but manual invoice reconciliation leaves your revenue dashboard outdated by several hours — automating both apps means every payment event updates your books instantly and your financial metrics stay current.
⚡
Billing Specialists
You need to initiate collections immediately when invoices post, but waiting on manual bank transfers slows down your cash cycle — connecting these apps means every new invoice triggers direct debits instantly and collections start without delay.
🤝
Account Managers
You answer to clients asking about payment status, but disconnected billing records leave you checking multiple systems — this integration means payment updates reflect across your workspace immediately and client queries receive instant answers.
🔄
Operations Teams
The volume of recurring invoices is too high for your staff to process manually without risking entry errors — automating both apps means high-volume billing runs smoothly in the background without requiring manual intervention.
🎯
Sales Representatives
You depend on finance teams to confirm payment mandates before closing new client onboarding steps — with this integration, mandate requests trigger automatically the moment a person record is updated and handoffs happen seamlessly.
📋
Compliance Officers
You need an unbroken audit trail of every invoice, mandate request, and payment transaction, but manual logging creates dangerous gaps — automating both apps means every record is captured accurately and audit history remains complete.
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 bexio + GoCardless
Build and manage your bexio + GoCardless automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect bexio + GoCardless with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect bexio + GoCardless Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect bexio to GoCardless?
You can connect bexio to GoCardless in 1-click using ready-made templates on Integrately. Link your accounts, select your preferred trigger and action events, or ask Integrately AI to build custom workflows integrating tools like Slack, QuickBooks Online, and HubSpot.
Can I trigger GoCardless direct debit payments automatically when a bexio invoice is created?
Can I connect bexio, GoCardless, and Slack?
What is a good Zapier alternative for bexio and GoCardless?
How does bexio handle invoice data during synchronization?
How does GoCardless process automated bank transfers in this integration?
Can I automate billing workflows between bexio and GoCardless without coding?
Is the bexio and GoCardless integration free?
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