bexio + Trafft Integration

Connect bexio to Trafft - 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. Leverage Trafft automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Skip the manual back and forth! Easily automate the flow of data between bexio & Trafft using Integrately.
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Ready Workflows For bexio + Trafft Integration

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Trafft + bexio Integration

Create bexio invoice for new Trafft event

If you're a professional who works on one-to-one basis and uses Trafft to manage your events, you may want to create an invoice in bexio when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in bexio.

This can save you time when creating invoice and tracking payments for your events.
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bexio + Trafft Integration
1.
  • bexio
    Order is created/updated in bexio

    Triggers the automation when an order is created or updated

  • bexio
    Person is created or updated in bexio

    Triggers the automation when a person is created or updated

  • bexio
    Invoice is created in bexio

    Triggers the automation when any invoice is added or modified

  • bexio
    Order is created in bexio

    Triggers the automation when a new order is created

  • bexio
    Quote is created in bexio

    Triggers the automation when a new quote is created

  • bexio
    Product is created in bexio

    Triggers the automation when a new product is created

  • bexio
    Project is created in bexio

    Triggers the automation when a new project is created

  • bexio
    Company is created or updated in bexio

    Triggers the automation when a company is created or updated

  • Trafft
    Appointment is created in Trafft

    Triggers the automation when a new appointment is created

    Instant
  • Trafft
    Appointment status is changed in Trafft

    Triggers the automation when the status of any appointment is changed

    Instant
  • Trafft
    Appointment canceled in Trafft

    Triggers the automation when any appointment is canceled

    Instant
  • Trafft
    Appointment rescheduled in Trafft

    Triggers the automation when any appointment is rescheduled

    Instant
  • Trafft
    Customer is created in Trafft

    Triggers the automation when a new customer is created

    Instant
2.
  • bexio
    Create time tracking in bexio

    Creates a new time tracking entry

  • bexio
    Create invoice in bexio

    Generates invoices for sales transactions

  • bexio
    Send invoice in bexio

    Generates and send invoices to clients

  • bexio
    Search invoice in bexio

    Locates and retrieves invoices with

  • bexio
    Issue invoice in bexio

    Generates and send invoices to clients

  • bexio
    Create person in bexio

    Generates a new person

  • bexio
    Search person in bexio

    Retrieves information about a person

  • bexio
    Update person in bexio

    Updates the information of a person

  • bexio
    Create project in bexio

    Creates a new project

  • bexio
    Search project in bexio

    Searches for a project

  • bexio
    Get project by ID in bexio

    Retrieves project information using the project id

  • bexio
    Update project in bexio

    Updates project information

  • bexio
    Create company in bexio

    Generates a new company profile with given details

  • bexio
    Search company in bexio

    Finds information about a company

  • bexio
    Update company in bexio

    Updates company information

  • bexio
    Update product in bexio

    Updates product information

  • bexio
    Create product in bexio

    Generates and launch new products

  • bexio
    Search product in bexio

    Searches for a product

  • bexio
    Export invoice to PDF in bexio

    Convert invoices into pdf files for easy sharing and printing

  • bexio
    Create sales quote in bexio

    Generates a new sales quote

  • bexio
    Create sales order in bexio

    Generates a new sales order with pre-filled details

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