bexio + Slack Integration

Integrate bexio to Slack in one click, or tell Integrately AI how you want each invoice handled. Notify your team instantly, log project updates, send invoices, and streamline your entire business workflow effortlessly.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
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
  • Slack
    Message is posted on private channel in Slack
  • Slack
    Group message is received in Slack
  • Slack
    Direct message is received in Slack
  • Slack
    Reaction is added in Slack
  • Slack
    Channel is created in Slack
  • Slack
    Custom emoji is added in Slack
  • Slack
    User is created in Slack
  • Slack
    File is created in Slack
Arrow Right
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
  • Slack
    Search user in Slack
  • Slack
    Get thread messages in Slack
  • Slack
    Send channel message in Slack
  • Slack
    Send direct message in Slack
  • Slack
    Send private channel message in Slack
  • Slack
    Reply to channel message in Slack
  • Slack
    Search message in Slack
  • Slack
    Invite user to channel in Slack
  • Slack
    Search user by email in Slack
  • Slack
    Update profile in Slack
  • Slack
    Create channel in Slack
  • Slack
    Set channel topic in Slack
  • Slack
    Get user by id in Slack
  • Slack
    Set status in Slack
  • Slack
    Get Message Permalink in Slack
  • Slack
    Add reminder in Slack

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 + Slack Integration

Notify your team on Slack when an invoice is created in bexio, alert staff for new orders, track projects, and update company records, all in just one click.

Most popular automationsmost-popular-automations
bexio + Slack Integration

Send Slack message for new bexio contact

Anytime a new contact is added to your bexio, automatically send them a message through Slack letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this bexio - Slack integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See more
Activate
  • 1of1
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 + Slack flow

Connect your core automation to CRMs, cloud storage, and task managers to keep your entire business stack synchronized. Pick a combination and activate it in one click.

bexio
Slack
+
HubspotHubspot (8)
+
Google DriveGoogle Drive (8)
+
StripeStripe (8)
+
PipedrivePipedrive (8)
+
AsanaAsana (8)
+
GmailGmail (8)
B
H
S
Create a contact in HubSpot when an invoice is created in bexio, and notify your sales team in Slack
New bexio invoices instantly create contacts in HubSpot while your sales channel gets notified in Slack, eliminating manual entry.
B
H
S
When a company is created or updated in bexio, create an organization in HubSpot and alert your team in Slack
Keep company details synchronized between bexio and HubSpot with instant Slack notifications for every business update.
B
H
S
When an order is created in bexio, create a deal in HubSpot and post a notification in Slack
New bexio orders automatically generate deals in HubSpot and notify your revenue channel on Slack.
B
H
S
When a project is created in bexio, create a task in HubSpot and notify your team in Slack
New projects in bexio trigger follow-up tasks in HubSpot and notify your project channel in Slack.
B
H
S
If a bexio company update is marked enterprise, create a priority contact in HubSpot and alert the sales channel in Slack
High-value company updates in bexio trigger priority records in HubSpot and urgent Slack notifications.
B
H
S
When an invoice is created in bexio, update the HubSpot company record with billing info and post a summary in Slack
New invoices in bexio enrich HubSpot company profiles with billing data while alerting your finance channel in Slack.
B
C
H
S
Use Claude to summarise new bexio project details, create a project record in HubSpot, and post the brief in Slack
Claude generates structured project briefs from bexio data, updates HubSpot, and posts the summary in Slack.
B
H
A
S
When an order is created in bexio, create a deal in HubSpot, create a task in Asana, and notify your team in Slack
New orders in bexio trigger pipeline deals in HubSpot, kickoff tasks in Asana, and team notifications in Slack.

Supported triggers and actions for bexio and Slack

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 →
Person is created or updated in bexio
Triggers the automation when a person is created or updated
Try it →
Invoice is created in bexio
Triggers the automation when any invoice is added or modified
Try it →
Order is created in bexio
Triggers the automation when a new order is created
Try it →
Quote is created in bexio
Triggers the automation when a new quote is created
Try it →
Product is created in bexio
Triggers the automation when a new product is created
Try it →
Project is created in bexio
Triggers the automation when a new project is created
Try it →
Company is created or updated in bexio
Triggers the automation when a company is created or updated
Try it →
Create time tracking in bexio
Creates a new time tracking entry
Try it →
Create invoice in bexio
Generates invoices for sales transactions
Try it →
Send invoice in bexio
Generates and send invoices to clients
Try it →
Search invoice in bexio
Locates and retrieves invoices with
Try it →
Issue invoice in bexio
Generates and send invoices to clients
Try it →
Create person in bexio
Generates a new person
Try it →
Search person in bexio
Retrieves information about a person
Try it →
Update person in bexio
Updates the information of a person
Try it →
Create project in bexio
Creates a new project
Try it →
Search project in bexio
Searches for a project
Try it →
Get project by ID in bexio
Retrieves project information using the project id
Try it →
Update project in bexio
Updates project information
Try it →
Create company in bexio
Generates a new company profile with given details
Try it →
Search company in bexio
Finds information about a company
Try it →
Update company in bexio
Updates company information
Try it →
Update product in bexio
Updates product information
Try it →
Create product in bexio
Generates and launch new products
Try it →
Search product in bexio
Searches for a product
Try it →
Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
Try it →
Create sales quote in bexio
Generates a new sales quote
Try it →
Create sales order in bexio
Generates a new sales order with pre-filled details
Try it →
Slack
Slack Triggers & Actions
Message is posted on private channel in Slack
Triggers the automation when a message is posted on a private channel
Try it →
Group message is received in Slack
Triggers the automation when a group message is received
Try it →
Direct message is received in Slack
Triggers the automation when a direct message is received
Try it →
Reaction is added in Slack
Triggers the automation when someone reacts to any message
Try it →
Channel is created in Slack
Triggers the automation when a new channel is created
Try it →
Custom emoji is added in Slack
Triggers the automation when a custom emoji is added
Try it →
User is created in Slack
Triggers the automation when a new user is created
Try it →
File is created in Slack
Triggers the automation when a particular action in the workflow fails
Try it →
Search user in Slack
Searches for a user
Try it →
Get thread messages in Slack
Retrieves messages in a specific thread
Try it →
Send channel message in Slack
Sends a channel message
Try it →
Send direct message in Slack
Sends a private message to a recipient
Try it →
Send private channel message in Slack
Sends a private message to a channel
Try it →
Reply to channel message in Slack
Replies to a channel message
Try it →
Search message in Slack
Searches for a message
Try it →
Invite user to channel in Slack
Sends an invitation to a user to join a channel
Try it →
Search user by email in Slack
Retrieves user information based on their email address
Try it →
Update profile in Slack
Updates the user's profile
Try it →
Create channel in Slack
Creates a new channel
Try it →
Set channel topic in Slack
Sets the channel topic
Try it →
Get user by id in Slack
Retrieves user information using their id
Try it →
Set status in Slack
Sets the status
Try it →
Get Message Permalink in Slack
Retrieves the unique url link for a message within a conversation or chat
Try it →
Add reminder in Slack
Schedule and set reminder for a date and time
Try it →

What can you automate with bexio + Slack?

Streamline your accounting, project tracking, and team communication by connecting bexio workflows directly to Slack channels.

What you can automate?
💬
Notify your team on Slack for every new bexio invoice
Send instant channel messages whenever an invoice is created in bexio. Keep your team aligned without switching between platforms.
📋
Capture all custom fields from bexio orders
Extract every detail from your bexio company profiles, person records, and sales orders. Pass complete data into your downstream workflows.
🔔
Route alerts to specific Slack channels instantly
Send targeted direct messages or private channel alerts in Slack based on specific bexio events, ensuring the right person sees every update.
🔀
Route workflows based on bexio order values
Trigger different notification paths or create priority tasks depending on specific fields submitted in your bexio quotes and orders.
🔄
Keep records updated when bexio data changes
Automatically sync updates when a person, company, or project is modified in bexio, preventing outdated information in your channels.
🔍
Search and update existing records automatically
Check if a person or company already exists in your connected tools before creating new entries, keeping your database clean.
📦
Trigger follow-ups on project and order milestones
Automate notifications when bexio orders or projects reach key stages, keeping stakeholders informed of project progression.
⚡
Connect bexio and Slack to external CRMs
Trigger multi-step pipelines that start in bexio, notify your team in Slack, and create records in HubSpot or Google Drive.
And much more...

Who is bexio + Slack integration for?

Small business owners, finance managers, and project leads can eliminate manual data re-entry and keep their teams instantly updated across bexio and Slack.

Finance Directors
Finance Directors
Sales Managers
Sales Managers
Project Leads
Project Leads
Operations Teams
Operations Teams
Fulfillment Coordinators
Fulfillment Coordinators
Business Owners
Business Owners
📊
Finance Directors
You're generating invoices and tracking financial orders in bexio, but your revenue reports only update when someone manually exports data, so the figures you review are always outdated — with this integration, every new invoice lands in your records instantly and your financial dashboard stays current.
⚡
Sales Managers
You're closing sales and creating quotes in bexio, but your sales team finds out about new orders hours later through scattered chats, so follow-ups stall — this integration means every order creates instant notifications in Slack so your reps can engage immediately.
🤝
Project Leads
You're managing client projects and milestones in bexio, but external stakeholders ask for status updates before your team has time to compile them, creating frustrating bottlenecks — automating both apps means project alerts post automatically to Slack so everyone stays informed.
📈
Operations Teams
You're handling dozens of customer records and product orders in bexio every day, but manual entry leads to missed records and exhausted staff trying to keep pace — connecting these apps means every transaction logs itself without human effort.
🔄
Fulfillment Coordinators
You're waiting on upstream order creation in bexio before you can begin packing and shipping products, but delays in handoffs slow down delivery times — with this integration, new orders trigger instant team notifications in Slack so fulfillment starts right away.
📁
Business Owners
You're relying on bexio for all company records and invoicing history, but manual tracking leaves gaps in audit trails and customer touchpoints — automating both apps means every record and order is captured reliably with zero missing data.
Try This Integration – No Code Neededarrow right
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?

Why choose Integrately to automate bexio + Slack

Build and manage your bexio + Slack 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 + Slack 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 — 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?

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
Connect bexio + Slack Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect bexio + Slack Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect bexio to Slack?
Frequently Asked Questions
You can connect bexio to Slack in just one click using ready templates or by asking Integrately AI to configure your custom workflow. Connect additional apps like HubSpot, Google Drive, and Stripe whenever your process requires extra steps.
Can I automatically notify my team on Slack when a new bexio invoice is created?
Frequently Asked Questions
Can I connect bexio, Slack, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Slack?
Frequently Asked Questions
How does bexio handle invoice data when automating tasks?
Frequently Asked Questions
How can I send direct messages in Slack from bexio triggers?
Frequently Asked Questions
Do I need coding skills to build a bexio and Slack integration?
Frequently Asked Questions
Is the bexio and Slack integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect bexio or Slack With 1500+ Other Apps

bexio
Popular bexio Integrations
Connect bexio with accounting tools, payment processors, and CRMs to manage invoices, payroll, and business finances.
See All
bexio Integrations arrow right
No popular apps found
Slack
Popular Slack Integrations
Sync Slack with project management tools, customer support systems, and calendars to keep team communication flowing.
See All
Slack Integrations arrow right
No popular apps found