bexio + ServeManager Integration

Connect bexio to ServeManager in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • ServeManager
    Job is created in ServeManager
  • ServeManager
    Attempt is logged in ServeManager
  • ServeManager
    Affidavit is created in ServeManager
  • ServeManager
    Company is created in ServeManager
  • ServeManager
    Invoice is issued in ServeManager
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for bexio + ServeManager Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
ServeManager + bexio Integration

Create bexio contact from new ServeManager company

If you have created a company in ServeManager, 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.
See more
bexio + ServeManager Integration

Create ServeManager 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 ServeManager whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with ServeManager and bexio!
  • 1of1
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular bexio Automations from
Integrately Community

Just click on the workflow you want to automate

Shopify logo
bexio logo
Create bexio invoice for new Shopify order
Activate
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
Activate
Notion logo
bexio logo
Create bexio contact for new Notion database item
Activate
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Shopify logo
bexio logo
Create bexio invoice for new Shopify order
Activate
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
Activate
Notion logo
bexio logo
Create bexio contact for new Notion database item
Activate
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
MySQL logo
bexio logo
Create bexio contact for new MySQL row
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
MySQL logo
bexio logo
Create bexio contact for new MySQL row
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row

Top 10 Most Popular ServeManager Automations from
Integrately Community

Most popularmost-popular-automations
01
NetHunt CRM logo
ServeManager logo
Create ServeManager company for new NetHunt CRM record
02
Trello logo
ServeManager logo
Create ServeManager note for new Trello message
03
Slack logo
ServeManager logo
Create ServeManager note for new Slack message
04
ClickSend SMS logo
ServeManager logo
Create ServeManager note for new ClickSend SMS message
05
Twilio logo
ServeManager logo
Create ServeManager note for new Twilio sms
cloud
ServeManager
app integration
06
WhatsApp logo
ServeManager logo
Create ServeManager note for new WhatsApp message
07
Ziper logo
ServeManager logo
Create ServeManager note for new Ziper message
08
Vonage SMS API logo
ServeManager logo
Create ServeManager note for new Vonage SMS API message
09
Noysi logo
ServeManager logo
Create ServeManager note for new Noysi message
10
Sakari SMS logo
ServeManager logo
Create ServeManager note for new Sakari SMS message
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect bexio or ServeManager With 1400+ Other Apps

bexio
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.
ServeManager
ServeManager
ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.