bexio + Quotient Integration

Connect bexio to Quotient - 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. Quotient automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Get the best of both with Integrately’s bexio + Quotient integration.

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Ready Workflows For bexio + Quotient Integration

Just click on the workflow you want to automate

Create bexio invoice from new Quotient quote

If you're using Quotient to create your quote, you'll be happy to know that you can also create invoice straight from bexio.

This automation will automatically generate an invoice in bexio for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.

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Create bexio contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your bexio account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in bexio each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new contact in bexio.

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Create bexio invoice when Quote is accepted in Quotient

Quotient + bexio Integration

Activate

Create bexio order when Quote is accepted in Quotient

Quotient + bexio Integration

Activate

1of1

Create Your Own bexio & Quotient 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
Quote is accepted in Quotient
Triggers the automation whenever any quote is accepted
Instant
Quote is declined in Quotient
Triggers the automation whenever a quote is rejected or not accepted
Instant
New quote is sent in Quotient
Triggers the automation whenever a new quote is sent
Instant
Customer asks a new question in Quotient
Triggers the automation whenever a customer asks a new question
Instant
Customer views a quote in Quotient
Triggers the automation whenever a customer views a quote
Instant

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

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect bexio or Quotient 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

Quotient is a revolutionary online quoting tool that allows you to show your customers all the options they need with just one click. It's simple, intuitive and helps you win more business with better quotes.

See Quotient Integrations

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bexio + Quotient Integration

Connect bexio to Quotient - Automate your workflows in 1-click

Ready Workflows For bexio + Quotient Integration

Create bexio invoice from new Quotient quote

Create bexio contact for new Quotient quote

Create bexio invoice when Quote is accepted in Quotient

Create bexio order when Quote is accepted in Quotient

Create Your Own bexio & Quotient Integration Without Any Code

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

Want to automate something else in your workflow?

You Can Also Connect bexio or Quotient With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

bexio + Quotient Integration

Connect bexio to Quotient - Automate your workflows in 1-click

Ready Workflows For bexio + Quotient Integration

Create bexio invoice from new Quotient quote

Create bexio contact for new Quotient quote

Create bexio invoice when Quote is accepted in Quotient

Create bexio order when Quote is accepted in Quotient

Create Your Own bexio & Quotient Integration Without Any Code

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

Want to automate something else in your workflow?

You Can Also Connect bexio or Quotient With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

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

Automate Your Tedious Tasks
With A Single Click.