bexio + WhatsRise Integration

Connect bexio to WhatsRise - 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. Set up WhatsRise automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Get the best of both with Integrately’s bexio + WhatsRise integration.

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Ready Workflows For bexio + WhatsRise Integration

Just click on the workflow you want to automate

Send WhatsRise message for new bexio contact

Anytime a new contact is added to your bexio, automatically send them a message through WhatsRise 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 - WhatsRise 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!

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Send WhatsRise message for new bexio company

bexio + WhatsRise Integration

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Create Your Own bexio & WhatsRise Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Order is created/updated in bexio
Triggers the automation whenever an order is created or updated
Person is created or updated in bexio
Triggers the automation whenever a person is created or updated
Invoice is created in bexio
Triggers the automation whenever any invoice is added or modified
Order is created in bexio
Triggers the automation whenever a new order is created
Quote is created in bexio
Triggers the automation whenever a new quote is created
Product is created in bexio
Triggers the automation whenever a new product is created
Project is created in bexio
Triggers the automation whenever a new project is created
Company is created or updated in bexio
Triggers the automation whenever a company is created or updated

Create time tracking in bexio
Automatically creates a new time tracking entry
Create invoice in bexio
Automatically generates invoices for sales transactions
Send invoice in bexio
Automatically generates and send invoices to clients
Search invoice in bexio
Automatically locate and retrieve invoices with
Issue invoice in bexio
Automatically generates and send invoices to clients
Create person in bexio
Automatically generates a new person
Search person in bexio
Automatically retrieves information about a person
Update person in bexio
Automatically updates the information of a person
Create project in bexio
Automatically creates a new project
Search project in bexio
Automatically searches for a project
Get project by ID in bexio
Automatically retrieves project information using the project ID
Update project in bexio
Automatically updates project information
Create company in bexio
Automatically generates a new company profile with given details
Search company in bexio
Automatically find information about a company
Update company in bexio
Automatically updates company information
Update product in bexio
Automatically updates product information
Create product in bexio
Automatically generates and launch new products
Search product in bexio
Automatically searches for a product
Export invoice to PDF in bexio
Automatically convert invoices into PDF files for easy sharing and printing
Create sales quote in bexio
Automatically generates a new sales quote
Create sales order in bexio
Automatically generates a new sales order with pre-filled details
Send text in WhatsRise
Add member to group in WhatsRise
Automatically creates a new group based on particular criteria
Remove member from group in WhatsRise
Automatically share the particular file with a designated recipient
Send text message to group in WhatsRise
Automatically sends a reply
Send file message to group in WhatsRise
Automatically sends a reply
Create instance in WhatsRise
Automatically creates a new instance of the support system
Create group in WhatsRise
Send file in WhatsRise
Automatically sends a file message to a group

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Integrate bexio & WhatsRise In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect bexio or WhatsRise With 1200+ Other Apps

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.

See bexio Integrations

WhatsRise is the ulitmate platform that helps you make money with your WhatsApp Business. This bot enables you to manage client enquiries, activity logs and automatically sync your WhatsApp Business account with this CRM.

See WhatsRise Integrations