Invoiced can be integrated with bexio to help you manage your invoicing and finances. When a new contact is created in Invoiced, a corresponding contact record should be created in bexio.
This will ensure that your financial records are always up-to-date and accurate and you'll have a more accurate picture of your business' performance.
Setting up this automation is easy - just click on activate and connect your Invoiced and bexio accounts with Integrately.
If you have created a company in bexio, it's important to create a contact in Invoiced. 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.
bexio is a great CRM tool for managing customer data, but it can be time-consuming to create a new contact record in Invoiced every time you add a new contact.
But don't worry anymore. With this Invoiced Salesforce integration, you can connect your contact and contact records, so that when a new contact is created in bexio, you'll automatically receive a corresponding contact record in Invoiced.
If you're a small business owner who uses Invoiced to manage your finances, you may be wondering if there's a way to automatically create a company profile in bexio whenever an invoice is created.
Thankfully, there is! Just setup this automation to stay organized and streamlined with bexio and Invoiced!
When you create a company in bexio, be sure to also create a contact in Invoiced. This will help ensure that your accounts are correctly linked and that the transactions flow smoothly between the two systems.
Creating and linking your accounts in this way can save you time and hassle down the road.
You Can Also Connect bexio or Invoiced With 1400+ Other Apps
bexio
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.
Automate your invoice flow. Invoiced automatically tracks how much time you are working on a client's project, sends invoices when appropriate, and lets you know when one has been paid or is overdue.