bexio + Occasion Integration

Connect bexio to Occasion - 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. Leverage Occasion automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Combine the benefits of both with Integrately’s bexio + Occasion integration.

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Ready Workflows For bexio + Occasion Integration

Just click on the workflow you want to automate

Create bexio invoice for new Occasion booking

If you're a professional who works on one-to-one basis and uses Occasion to manage your events, you may want to create an invoice in bexio when an booking is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created, it will trigger a corresponding invoice in bexio.

This can save you time when creating invoice and tracking payments for your events.

Activate

Update bexio contact from new Occasion booking

Occasion + bexio Integration

Activate

When New booking is created in Occasion > Check any condition > Create person in bexio

Occasion + bexio Integration

Activate

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Create Your Own bexio & Occasion 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
New booking is created in Occasion
Triggers the automation whenever a new booking 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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate bexio & Occasion 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!

Want to automate something else in your workflow?

You Can Also Connect bexio or Occasion 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

Occasion takes the hassle out of Group experiences by taking care of scheduling, communications and marketing. It improves the booking experience, helps reach new customers and generates more repeat bookings.

See Occasion Integrations