bexio + Redbooth Integration

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

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Ready Workflows For bexio + Redbooth Integration

Just click on the workflow you want to automate

Create Redbooth task for new bexio contact

bexio and Redbooth are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in bexio, do you also create a task in Redbooth? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

When Person is created or updated in bexio > Check any condition > Create task in Redbooth

bexio + Redbooth Integration

Activate

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Create Your Own bexio & Redbooth 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
Task is created in Redbooth
Triggers the automation whenever a new task is created
Project is created in Redbooth
Triggers the automation whenever a new project is created
Notification is created in Redbooth
Triggers the automation whenever a notification is created
List is created in Redbooth
Triggers the automation whenever a new list 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 task list in Redbooth
Automatically creates a new task list
Create project in Redbooth
Automatically creates a new project
Create Subtask in Redbooth
Automatically creates a subtask within a parent task
Create task in Redbooth
Automatically creates a new task
Search task in Redbooth
Automatically searches for a task
Create comment in Redbooth
Automatically generates a new comment

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate bexio & Redbooth 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 Redbooth 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

Redbooth is a team collaboration platform that allows teams to manage projects in one place. It includes integrated project management, task management, file sharing and time tracking tools.

See Redbooth Integrations