bexio + Sellsy Integration

Integrate bexio to Sellsy in one click, or tell Integrately AI how you want each contact handled. Create contacts in Sellsy, update company details, log sales opportunities, and alert your team automatically.

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1.
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
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2.
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy

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Ready Workflows Ready Workflows for bexio + Sellsy Integration

Capture contacts, sync company records, update opportunities, and log invoices, all in just one click.

Most popular automationsmost-popular-automations
bexio + Sellsy Integration

Create Sellsy deal from new bexio contact

Anytime a new contact is created in your bexio, a new deal will automatically be created in your Sellsy. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This bexio - Sellsy integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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bexio + Sellsy Integration

Create Sellsy task for new bexio contact

In bexio, when you create a contact, it automatically creates a task in Sellsy for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Sellsy + bexio Integration

Create bexio invoice from new Sellsy deal

Do you use Sellsy to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in bexio?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
Sellsy + bexio Integration

Create bexio contact from new Sellsy company

If you have created a company in Sellsy, it's important to create a contact in bexio. 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.
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Sellsy + bexio Integration

Create bexio order for new Sellsy deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Sellsy and bexio work together to make accounting and bookkeeping simple.

When you create a deal in Sellsy, it will automatically create an order in bexio. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Sellsy and bexio.
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bexio + Sellsy Integration

Create Sellsy company from new bexio invoice

If you're a small business owner who uses bexio to manage your finances, you may be wondering if there's a way to automatically create a company profile in Sellsy whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Sellsy and bexio!
bexio + Sellsy Integration

Create Sellsy task for new bexio invoice

If you use bexio to manage your invoice, you can also use Sellsy to create and manage task associated with those invoice. Creating a task in Sellsy will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your bexio + Sellsy flow

Send customer details to your CRM, notify your team in chat, and track financial records across platforms. Pick a combination and activate it in one click.

bexio
Sellsy
+
SalesforceSalesforce (5)
+
HubSpotHubSpot (5)
+
StripeStripe (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
SlackSlack (4)
B
S
S
Create a Salesforce contact when a person is created in bexio, and create a contact in Sellsy.
New bexio persons immediately become Salesforce contacts and Sellsy contacts without manual data entry.
B
S
S
When an invoice is created in bexio, create a Salesforce opportunity and add a company in Sellsy.
Bexio invoices automatically generate corresponding Salesforce opportunities and Sellsy company records.
B
S
S
If a bexio company is updated, update the Salesforce account and update the company in Sellsy.
Company profile changes in bexio instantly update both Salesforce and Sellsy records.
B
S
S
Use Claude to evaluate bexio person entries before creating Salesforce records and Sellsy contacts.
Claude reviews new bexio entries to qualify leads before creating records in Salesforce and Sellsy.
S
B
S
When a Sellsy contact is created, create a person in bexio and log a task in Salesforce.
New Sellsy contacts instantly generate a bexio person record and a follow-up task in Salesforce.

Supported triggers and actions for bexio and Sellsy

Mix and match to build the exact automation you need

bexio
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
Try it โ†’
Person is created or updated in bexio
Triggers the automation when a person is created or updated
Try it โ†’
Invoice is created in bexio
Triggers the automation when any invoice is added or modified
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Order is created in bexio
Triggers the automation when a new order is created
Try it โ†’
Quote is created in bexio
Triggers the automation when a new quote is created
Try it โ†’
Product is created in bexio
Triggers the automation when a new product is created
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Project is created in bexio
Triggers the automation when a new project is created
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Company is created or updated in bexio
Triggers the automation when a company is created or updated
Try it โ†’
Create time tracking in bexio
Creates a new time tracking entry
Try it โ†’
Create invoice in bexio
Generates invoices for sales transactions
Try it โ†’
Send invoice in bexio
Generates and send invoices to clients
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Search invoice in bexio
Locates and retrieves invoices with
Try it โ†’
Issue invoice in bexio
Generates and send invoices to clients
Try it โ†’
Create person in bexio
Generates a new person
Try it โ†’
Search person in bexio
Retrieves information about a person
Try it โ†’
Update person in bexio
Updates the information of a person
Try it โ†’
Create project in bexio
Creates a new project
Try it โ†’
Search project in bexio
Searches for a project
Try it โ†’
Get project by ID in bexio
Retrieves project information using the project id
Try it โ†’
Update project in bexio
Updates project information
Try it โ†’
Create company in bexio
Generates a new company profile with given details
Try it โ†’
Search company in bexio
Finds information about a company
Try it โ†’
Update company in bexio
Updates company information
Try it โ†’
Update product in bexio
Updates product information
Try it โ†’
Create product in bexio
Generates and launch new products
Try it โ†’
Search product in bexio
Searches for a product
Try it โ†’
Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
Try it โ†’
Create sales quote in bexio
Generates a new sales quote
Try it โ†’
Create sales order in bexio
Generates a new sales order with pre-filled details
Try it โ†’
Sellsy
Sellsy Triggers & Actions
Instant
Contact is created in Sellsy
Triggers the automation when a new contact is created
Try it โ†’
Instant
Contact is updated in Sellsy
Triggers the automation when a contact is updated
Try it โ†’
Instant
Opportunity is created in Sellsy
Triggers the automation when any opportunity is updated
Try it โ†’
Instant
Opportunity status is changed in Sellsy
Triggers the automation when the status of any opportunity changes
Try it โ†’
Instant
Task is updated in Sellsy
Triggers the automation when any task is updated
Try it โ†’
Instant
Task is deleted in Sellsy
Triggers the automation when a task is deleted
Try it โ†’
Instant
Task is created in Sellsy
Triggers the automation when a new task is created
Try it โ†’
Instant
Company is created in Sellsy
Triggers the automation when a new company is created
Try it โ†’
Instant
Company is updated in Sellsy
Triggers the automation when a company is updated
Try it โ†’
Create a company in Sellsy
Creates a new company record
Try it โ†’
Update company in Sellsy
Updates company information
Try it โ†’
Search company by name in Sellsy
Searches for a company using its name
Try it โ†’
Create a contact in Sellsy
Adds a new contact to the contact list
Try it โ†’
Search contact by email in Sellsy
Finds and retrieves contact information using their email address
Try it โ†’
Update contact in Sellsy
Updates contact information
Try it โ†’
Create an opportunity in Sellsy
Creates a new sales opportunity
Try it โ†’
Create a task in Sellsy
Creates a new task
Try it โ†’

What can you automate with bexio + Sellsy?

Streamline your accounting and sales workflows with powerful automated triggers and actions.

What you can automate?
๐Ÿ”„
Sync bexio persons to Sellsy contacts instantly
Whenever a new person is created or updated in bexio, automatically create or update the corresponding contact in Sellsy without manual typing.
๐Ÿงพ
Capture every invoice detail across platforms
Map complete bexio invoice items directly into Sellsy opportunities so your sales team always sees exact billing amounts and product choices.
๐Ÿ””
Alert your team on important account events
Notify designated channels in Slack or send emails via Gmail the moment a major bexio invoice or Sellsy opportunity is created.
๐Ÿ”€
Route records based on submitted criteria
Apply conditional logic to direct high-value bexio invoices and Sellsy opportunities to priority sales queues automatically.
๐Ÿ“
Keep company profiles continuously updated
Ensure company updates made in bexio immediately propagate to Sellsy company files to maintain absolute data harmony.
๐Ÿ”
Prevent duplicate records with smart lookups
Search existing databases before creating new records in bexio and Sellsy to maintain clean, deduplicated customer lists.
๐Ÿท๏ธ
Manage status changes from win to close
Automatically update bexio project statuses and Sellsy opportunity stages whenever a deal moves through your pipeline.
๐Ÿš€
Extend flows to popular supporting apps
Connect your bexio and Sellsy core workflow to Slack, Gmail, or Google Drive for advanced multi-step automation.
And much more...

Who is bexio + Sellsy integration for?

Business leaders, finance managers, and sales professionals rely on this integration to eliminate manual data entry and keep records synchronized.

Finance managers
Finance managers
Sales executives
Sales executives
Account managers
Account managers
Operations leads
Operations leads
Customer success teams
Customer success teams
Project coordinators
Project coordinators
๐Ÿ“ˆ
Finance managers
You review accounting reports in bexio but financial entries lag behind sales closures because invoices are copied by hand, leaving your cash flow projections out of date โ€” with this integration, every transaction and invoice syncs automatically so your reporting numbers remain accurate.
โšก
Sales executives
You need to act fast on new customer details, but waiting for administrative handoffs means leads go cold before outreach begins โ€” automating both apps means new contacts and opportunities appear instantly across your pipeline so your team can engage without delay.
๐Ÿค
Account managers
You answer to clients who expect up-to-date project records, but manual record updates lead to missing milestones and communication gaps โ€” connecting these apps means client data and project statuses stay perfectly aligned for every stakeholder review.
๐Ÿ“Š
Operations leads
Your high transaction volume makes manual data entry unsustainable, resulting in frequent typos and lost records between billing and CRM tools โ€” with this integration, every contact and order transfers instantly without human error.
๐ŸŽฏ
Customer success teams
You depend on upstream sales teams to hand over account details, but delayed handoffs leave you scrambling for context when onboarding new clients โ€” automating both apps means customer profiles are established the moment an opportunity is won.
๐Ÿ—‚๏ธ
Project coordinators
You require a reliable history of project milestones, but fragmented data storage leaves gaps in your tracking timeline โ€” this integration means every project update and invoice record is captured seamlessly from start to finish.
Our team

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Why choose Integrately to automate bexio + Sellsy

Build and manage your bexio + Sellsy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect bexio + Sellsy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
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
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?

How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect bexio to Sellsy?
Frequently Asked Questions
You can connect bexio and Sellsy instantly using 1-click automation workflows on Integrately. Choose a ready template or ask Integrately AI to build your custom setup alongside tools like HubSpot, Slack, and Google Drive.
Can I automatically sync bexio persons to Sellsy contacts?
Frequently Asked Questions
Can I connect bexio, Sellsy, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Sellsy?
Frequently Asked Questions
How are bexio invoice records handled in Sellsy?
Frequently Asked Questions
Can Sellsy opportunities update bexio projects?
Frequently Asked Questions
Do I need coding skills to automate bexio and Sellsy?
Frequently Asked Questions
Is the bexio and Sellsy integration free?
Frequently Asked Questions
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You Can Also Connect bexio or Sellsy With 1500+ Other Apps

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