bexio + Smartsheet Integration

Q: Can I automatically create Smartsheet rows from new bexio invoices?

Yes, you can automatically add a new row in Smartsheet every time an invoice is created in bexio. Start with a ready automation template in one click or customise the flow with Integrately AI.

Q: Can I connect bexio, Smartsheet, and Slack?

Yes, you can build multi-step workflows combining bexio, Smartsheet, and Slack, along with Shopify, QuickBooks Online, and 1,500+ other apps.

Q: What is a good Zapier alternative for bexio and Smartsheet?

Integrately is a fast, cost-effective alternative for connecting bexio and Smartsheet, featuring 20 million+ templates, 24/5 live chat, and AI-assisted setup.

Q: How does bexio data sync with Smartsheet rows?

When an invoice or project is created in bexio, the automation extracts the details and populates a new row in Smartsheet instantly. There's a ready template — start from the bexio and Smartsheet integration.

Q: Can Smartsheet updates modify bexio projects?

Yes, when a row is updated in Smartsheet, you can automatically update matching project details in bexio. Explore the bexio and Smartsheet integration to get started.

Q: Do I need coding skills to automate bexio and Smartsheet?

No coding is required to connect bexio and Smartsheet. You can use ready templates or describe your needs to Integrately AI to set up the automation.

Q: Is the bexio and Smartsheet integration free?

The bexio and Smartsheet integration is available on Integrately with a free forever plan. You can start automating your workflows right away.

Integrate bexio to Smartsheet in one click, or tell Integrately AI how you want each invoice handled. Add rows, track projects, update client details, and alert your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Order is created/updated in bexio
Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio
Row is added in Smartsheet
Row is updated in Smartsheet
Attachment is added in Smartsheet
Comment is added in Smartsheet

Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio
Add attachment to row in Smartsheet
Search row in Smartsheet
Update row in Smartsheet
Add row in Smartsheet
Send row in Smartsheet
Copy row in Smartsheet
Move row in Smartsheet
Add discussion to row in Smartsheet
Create sheet from a template in Smartsheet
Share sheet in Smartsheet
Create sheet from existing sheet in Smartsheet
Send sheet in Smartsheet
Create workspace in Smartsheet
Copy workspace in Smartsheet
Share workspace in Smartsheet
Copy folder in Smartsheet

Trusted by experts at...

Ready Workflows for bexio + Smartsheet Integration

Capture invoices, organise project rows, keep tracking updated, alert your team, and send follow-ups, all in just one click.

Create bexio contact for new Smartsheet row

Automatically creating bexio contact records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

Create Smartsheet row for new bexio contact

When a new contact is created in your bexio, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

Activate

Create bexio company for new Smartsheet row

Smartsheet + bexio Integration

Activate

Create bexio invoice from new row Smartsheet

Smartsheet + bexio Integration

Activate

Create Smartsheet row for new bexio company

bexio + Smartsheet Integration

Activate

Create Smartsheet row for new bexio invoice

bexio + Smartsheet Integration

Activate

When Row is added in Smartsheet > Check any condition > Create person in bexio

Smartsheet + bexio Integration

Activate

When Row is added in Smartsheet > Check any condition > Create sales quote in bexio

Smartsheet + bexio Integration

Activate

When Row is added in Smartsheet > Check any condition > Create sales order in bexio

Smartsheet + bexio Integration

Activate

When Row is added in Smartsheet > Check any condition > Create invoice in bexio

Smartsheet + bexio Integration

Activate

1of1

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

Connect more apps to your bexio + Smartsheet flow

Sync your accounting data with customer tools, message boards, and email to keep operations moving. Pick a combination and activate it in one click.

Shopify (4)

Stripe (4)

QuickBooks Online (4)

Slack (4)

Gmail (4)

Google Drive (4)

Create a bexio invoice for every new Shopify order, and add a tracking row in Smartsheet.

New Shopify orders generate a bexio invoice instantly and log a new row in Smartsheet, eliminating manual bookkeeping.

When a bexio invoice is created, update the matching Shopify order and add a row in Smartsheet.

Keep Shopify orders aligned with new bexio invoices and log every transaction in Smartsheet.

If a Shopify order value is high, create a priority project in bexio and log it in Smartsheet.

High-value Shopify orders automatically trigger a bexio project and update your Smartsheet tracking board.

Use ChatGPT to categorise new Shopify orders, create a bexio invoice, and log it in Smartsheet.

ChatGPT analyses incoming Shopify orders before generating a bexio invoice and updating Smartsheet.

Create a bexio invoice for every new Stripe payment, and add a tracking row in Smartsheet.

Stripe payments instantly generate a bexio invoice and record a new row in your Smartsheet tracker.

When a bexio invoice is issued, record the payment details in Stripe and update Smartsheet.

Issued bexio invoices sync payment records to Stripe and update your Smartsheet rows.

If a Stripe payment fails, create a follow-up task in bexio and log a warning row in Smartsheet.

Failed Stripe payments trigger a bexio follow-up project and log a warning in Smartsheet.

Use Claude to analyse failed Stripe charges, update bexio records, and add a Smartsheet alert row.

Claude evaluates failed Stripe transactions before updating bexio and logging a Smartsheet row.

Create a bexio invoice from every QuickBooks Online sale, and log a row in Smartsheet.

QuickBooks Online sales automatically generate bexio invoices and update your Smartsheet tracking rows.

When a bexio invoice is created, record the sale in QuickBooks Online and update Smartsheet.

New bexio invoices populate QuickBooks Online records and update Smartsheet tracking sheets.

If a QuickBooks Online invoice is paid, update the bexio status and mark the Smartsheet row complete.

Paid QuickBooks Online invoices update bexio records and mark Smartsheet rows as complete.

Use Gemini to review QuickBooks Online expenses, update bexio projects, and add a Smartsheet row.

Gemini categorises QuickBooks Online expenses to update bexio projects and Smartsheet trackers.

When a bexio invoice is created, add a row in Smartsheet and notify your finance channel in Slack.

New bexio invoices add Smartsheet tracking rows and send instant Slack notifications to your team.

When a Smartsheet row is updated, update the matching bexio project and post an update in Slack.

Smartsheet row updates sync with bexio projects and post status changes to Slack.

If a bexio order exceeds a high threshold, log it in Smartsheet and alert leadership in Slack.

High-value bexio orders create Smartsheet rows and send executive alerts in Slack.

Use ChatGPT to summarise new bexio project notes, save them in Smartsheet, and post the brief in Slack.

ChatGPT generates project summaries from bexio for Smartsheet storage and Slack updates.

When a bexio invoice is created, add a row in Smartsheet and send a confirmation email via Gmail.

New bexio invoices log Smartsheet rows and send automated confirmation emails through Gmail.

When a Smartsheet row is added, create a bexio person and send a welcome email in Gmail.

New Smartsheet rows create bexio contacts and send welcome emails using Gmail.

If a bexio project is overdue, log it in Smartsheet and email the account manager via Gmail.

Overdue bexio projects add warning rows in Smartsheet and trigger alert emails in Gmail.

Use Claude to draft client follow-up emails from bexio data, store them in Smartsheet, and send via Gmail.

Claude drafts professional follow-ups from bexio data for Smartsheet storage and Gmail delivery.

When a bexio invoice PDF is exported, upload it to Google Drive and log a row in Smartsheet.

Exported bexio invoice PDFs are safely stored in Google Drive and logged in Smartsheet.

When a Smartsheet row is updated, create a bexio project and back up files in Google Drive.

Smartsheet row updates create bexio projects and trigger file backups in Google Drive.

If a bexio quote is accepted, save the document in Google Drive and update Smartsheet.

Accepted bexio quotes archive documents in Google Drive and update Smartsheet rows.

Use Gemini to organise bexio project documents in Google Drive and log updates in Smartsheet.

Gemini categorises and stores bexio project files in Google Drive while updating Smartsheet.

Supported triggers and actions for bexio and Smartsheet

Mix and match to build the exact automation you need

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 →

Smartsheet Triggers & Actions

Row is added in Smartsheet

Triggers the automation when a new row is added to a spreadsheet

Try it →

Row is updated in Smartsheet

Triggers the automation when a row is updated

Try it →

Attachment is added in Smartsheet

Triggers the automation when a new attachment is added

Try it →

Comment is added in Smartsheet

Triggers the automation when a comment is added

Try it →

What can you automate with bexio + Smartsheet?

Connect your financial data and project boards to run your business operations smoothly.

Get Started For Free

🧾

Log bexio invoices in Smartsheet automatically

Create a new row in Smartsheet every time an invoice is generated in bexio. Keep your accounting and project tracking perfectly aligned without manual entry.

📋

Capture complete invoice lines and client details

Map all available bexio invoice fields and customer information into separate Smartsheet columns instead of just basic summaries. Your sheet becomes a detailed operational database.

🔔

Alert team members when new rows are added

Trigger instant notifications or task assignments in Smartsheet as soon as new bexio orders or projects are created, ensuring rapid team response.

🔀

Route high-value orders based on invoice amounts

Apply conditional logic to direct VIP bexio invoices into priority Smartsheet rows while routing standard transactions to regular tracking sheets.

🔄

Keep Smartsheet rows updated as bexio orders change

Automatically update existing Smartsheet rows whenever bexio project statuses or invoice details are modified, keeping records fresh.

🔍

Search existing records before adding new entries

Check your Smartsheet workspace for existing customer records before creating new entries from bexio data, preventing duplicate rows.

💳

Handle status changes when invoices are issued

Update project rows in Smartsheet the moment bexio invoices are issued, paid, or exported to PDF, maintaining accurate billing status.

💬

Extend project workflows with Slack notifications

Send automated Slack updates whenever new bexio projects are added to your Smartsheet tracking boards, keeping stakeholders informed.

And much more...

Who is bexio + Smartsheet integration for?

Accounting managers, project leads, and small business owners streamline invoicing and tracking without manual copy-pasting across platforms.

Accounting Managers

Project Leads

Agency Owners

Operations Leads

Sales Representatives

Auditors and Administrators

📈

Accounting Managers

You review financial reports every week but your tracking sheet only updates when someone manually exports bexio data, so the revenue counts you're reconciling against are always a few hours behind — with this integration, every new invoice lands in your Smartsheet sheet instantly and your data stays current.

⚡

Project Leads

You manage client deliverables in Smartsheet while sales creates orders in bexio, but project handoffs happen too late and delay kickoff — this integration means every new bexio order instantly creates a tracking row in your Smartsheet board so your team can start work immediately.

🏢

Agency Owners

You answer to clients who want regular progress updates, but pulling invoice and project data from bexio into client sheets takes hours of manual formatting — automating both apps means your Smartsheet project boards update automatically and keep client reports accurate without extra work.

📦

Operations Leads

Your business handles high volumes of bexio orders and invoices daily, making manual data entry into Smartsheet impossible to keep up with — with this integration, every transaction is logged in your sheets automatically and your inventory tracking stays accurate.

🤝

Sales Representatives

You depend on upstream sales quotes and company records created in bexio to plan your next steps in Smartsheet, but waiting for manual updates causes missed follow-ups — connecting these apps means new client records appear in your sheets the second they are saved.

📋

Auditors and Administrators

You need a reliable history of all financial and project activity, but manual record-keeping leaves gaps between bexio and your tracking logs — this integration means every bexio entry is cleanly recorded in Smartsheet to eliminate missing records.

Try This Integration – No Code Needed

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 + Smartsheet

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

1,500+ apps connected

Connect bexio + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect bexio + Smartsheet Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect bexio + Smartsheet Now

In Just 1 Click!

Frequently Asked Questions

How do I connect bexio to Smartsheet?

You can connect bexio to Smartsheet in one click using 1,500+ integrations on Integrately. Choose a ready automation template or ask Integrately AI to build the workflow for you.

Can I automatically create Smartsheet rows from new bexio invoices?

Can I connect bexio, Smartsheet, and Slack?

What is a good Zapier alternative for bexio and Smartsheet?

How does bexio data sync with Smartsheet rows?

Can Smartsheet updates modify bexio projects?

Do I need coding skills to automate bexio and Smartsheet?

Is the bexio and Smartsheet integration free?

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 Smartsheet With 1500+ Other Apps

Popular bexio Integrations

Connect bexio with accounting, CRM, and billing tools to streamline your financial operations.

See All
bexio Integrations

No popular apps found

Popular Smartsheet Integrations

Sync Smartsheet with project management, spreadsheet, and reporting tools to keep teams aligned.

See All
Smartsheet Integrations

No popular apps found

bexio + Smartsheet Integration

Integrate bexio to Smartsheet in one click, or tell Integrately AI how you want each invoice handled. Add rows, track projects, update client details, and alert your team automatically.

Trusted by experts at...

Ready Workflows for bexio + Smartsheet Integration

Capture invoices, organise project rows, keep tracking updated, alert your team, and send follow-ups, all in just one click.

Create bexio contact for new Smartsheet row

Create Smartsheet row for new bexio contact

Create bexio company for new Smartsheet row

Create bexio invoice from new row Smartsheet

Create Smartsheet row for new bexio company

Create Smartsheet row for new bexio invoice

When Row is added in Smartsheet > Check any condition > Create person in bexio

When Row is added in Smartsheet > Check any condition > Create sales quote in bexio

When Row is added in Smartsheet > Check any condition > Create sales order in bexio

When Row is added in Smartsheet > Check any condition > Create invoice in bexio

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

Connect more apps to your bexio + Smartsheet flow

Sync your accounting data with customer tools, message boards, and email to keep operations moving. Pick a combination and activate it in one click.

Supported triggers and actions for bexio and Smartsheet

Mix and match to build the exact automation you need

What can you automate with bexio + Smartsheet?

Connect your financial data and project boards to run your business operations smoothly.

Who is bexio + Smartsheet integration for?

Accounting managers, project leads, and small business owners streamline invoicing and tracking without manual copy-pasting across platforms.

Did you know?

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

Why choose Integrately to automate bexio + Smartsheet

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

bexio + Smartsheet Integration

Integrate bexio to Smartsheet in one click, or tell Integrately AI how you want each invoice handled. Add rows, track projects, update client details, and alert your team automatically.

Trusted by experts at...

Ready Workflows for bexio + Smartsheet Integration

Capture invoices, organise project rows, keep tracking updated, alert your team, and send follow-ups, all in just one click.

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

Connect more apps to your bexio + Smartsheet flow

Sync your accounting data with customer tools, message boards, and email to keep operations moving. Pick a combination and activate it in one click.

Supported triggers and actions for bexio and Smartsheet

Mix and match to build the exact automation you need

What can you automate with bexio + Smartsheet?

Connect your financial data and project boards to run your business operations smoothly.

Who is bexio + Smartsheet integration for?

Accounting managers, project leads, and small business owners streamline invoicing and tracking without manual copy-pasting across platforms.

Did you know?

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

Why choose Integrately to automate bexio + Smartsheet

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click