bexio + Zenkit Integration

Integrate bexio to Zenkit in one click, or tell Integrately AI how you want each invoice handled. Create items, update projects, notify your team, and trigger follow-ups automatically.

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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
  • Zenkit
    Item is created in Zenkit Instant
  • Zenkit
    Item value is changed in Zenkit Instant
  • Zenkit
    Activity is created in Zenkit Instant
  • Zenkit
    Notification is created in Zenkit Instant
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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
  • Zenkit
    Create item in Zenkit
  • Zenkit
    Update item in Zenkit
  • Zenkit
    Search item in Zenkit
  • Zenkit
    Add comment to item in Zenkit
  • Zenkit
    Search collection in Zenkit
  • Zenkit
    Search member in Zenkit

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Ready Workflows Ready Workflows for bexio + Zenkit Integration

Create items from invoices, update projects, log company details, and track time, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
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Connect more apps to your bexio + Zenkit flow

Sync your accounting data with customer tools, message your team, and manage documents across your stack. Pick a combination and activate it in one click.

bexio
Zenkit
+
StripeStripe (4)
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
MailchimpMailchimp (4)
S
B
Z
Create a Zenkit item for every new Stripe charge, and create an invoice in bexio
Stripe charges turn into Zenkit items and bexio invoices instantly without manual entry.
B
S
Z
Create a customer in Stripe when a person is created or updated in bexio, and add an item in Zenkit
Keep Stripe customer records updated automatically whenever bexio profiles change.
S
B
Z
If a Stripe payment fails, update the project in bexio and create an alert item in Zenkit
Failed payments trigger immediate project updates in bexio and alert items in Zenkit.
S
C
B
Z
Use ChatGPT to summarise Stripe refund notes, update the invoice in bexio, and log it in Zenkit
AI summarises refund reasons so bexio invoices and Zenkit boards stay accurate.

Supported triggers and actions for bexio and Zenkit

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
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Person is created or updated in bexio
Triggers the automation when a person is created or updated
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Invoice is created in bexio
Triggers the automation when any invoice is added or modified
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Order is created in bexio
Triggers the automation when a new order is created
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Quote is created in bexio
Triggers the automation when a new quote is created
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Product is created in bexio
Triggers the automation when a new product is created
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Project is created in bexio
Triggers the automation when a new project is created
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Company is created or updated in bexio
Triggers the automation when a company is created or updated
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Create time tracking in bexio
Creates a new time tracking entry
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Create invoice in bexio
Generates invoices for sales transactions
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Send invoice in bexio
Generates and send invoices to clients
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Search invoice in bexio
Locates and retrieves invoices with
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Issue invoice in bexio
Generates and send invoices to clients
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Create person in bexio
Generates a new person
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Search person in bexio
Retrieves information about a person
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Update person in bexio
Updates the information of a person
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Create project in bexio
Creates a new project
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Search project in bexio
Searches for a project
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Get project by ID in bexio
Retrieves project information using the project id
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Update project in bexio
Updates project information
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Create company in bexio
Generates a new company profile with given details
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Search company in bexio
Finds information about a company
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Update company in bexio
Updates company information
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Update product in bexio
Updates product information
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Create product in bexio
Generates and launch new products
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Search product in bexio
Searches for a product
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Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
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Create sales quote in bexio
Generates a new sales quote
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Create sales order in bexio
Generates a new sales order with pre-filled details
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Zenkit
Zenkit Triggers & Actions
Instant
Item is created in Zenkit
Triggers the automation when a new item is created
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Instant
Item value is changed in Zenkit
Triggers the automation when an item value changes
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Instant
Activity is created in Zenkit
Triggers the automation when a new activity is created
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Instant
Notification is created in Zenkit
Triggers the automation when a notification is created
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Create item in Zenkit
Generates a new item
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Update item in Zenkit
Updates an item with new information
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Search item in Zenkit
Locates and retrieves particular item information
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Add comment to item in Zenkit
Adds a comment to a item
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Search collection in Zenkit
Searches for a collection
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Search member in Zenkit
Searches for a member with
Try it โ†’

What can you automate with bexio + Zenkit?

Streamline your accounting, invoicing, and project tracking with automated workflows connecting bexio and Zenkit.

What you can automate?
๐Ÿงพ
Create Zenkit items from bexio invoices automatically
Every time an invoice is created in bexio, a corresponding item appears in Zenkit instantly. Accounting and project tracking stay completely synchronized without manual data transfer.
๐Ÿ“‹
Capture every submitted contact field and custom attribute
Map all available bexio person and company fields into separate Zenkit item properties. Your workspace retains complete customer details for seamless team collaboration.
๐Ÿ””
Notify project teams the moment financial events occur
Alert your team instantly when quotes are issued, orders are created, or invoices are finalized. Everyone stays informed of financial milestones without switching apps.
๐Ÿ”€
Route records conditionally based on invoice values
Send high-value orders to priority project boards while routing standard orders to regular pipelines. Conditional automation ensures work reaches the right team immediately.
๐Ÿ”„
Keep project records up to date as bexio details change
Whenever a company or person is updated in bexio, the matching Zenkit item updates automatically. Your project boards reflect current client information at all times.
๐Ÿ”
Search and update existing items instead of creating duplicates
Look up existing records in Zenkit before creating new items, ensuring your workspace remains clean and free from duplicate entries during frequent updates.
โฑ๏ธ
Track billable time and project updates in real time
Log time tracking entries and project milestones automatically across both platforms as work progresses. Financial and operational metrics remain fully aligned.
๐ŸŒ
Extend your workflow to Slack or other core apps
Connect bexio and Zenkit to Slack, Google Drive, or Stripe to build multi-step pipelines. Notify channels, save document PDFs, and trigger financial follow-ups in one sequence.
And much more...

Who is bexio + Zenkit integration for?

Small business owners, accountants, project managers, and finance teams streamline financial tracking, client management, and project workflows without manual data entry.

Financial analysts
Financial analysts
Project managers
Project managers
Client account leads
Client account leads
Operations coordinators
Operations coordinators
Billing specialists
Billing specialists
Compliance officers
Compliance officers
๐Ÿ“ˆ
Financial analysts
You're reviewing invoices and project data across separate platforms, but your reporting sheet only updates when someone manually exports records, so the totals you're analysing against are always outdated โ€” with this integration, every new invoice lands in your workspace instantly and your financial data stays current.
โšก
Project managers
You need to track client deliverables and project milestones in real time, but you find out about new orders hours after they are created in bexio โ€” automating both apps means every order instantly creates a tracked item so your team acts without delay.
๐Ÿค
Client account leads
You answer to external stakeholders who want to see live progress on invoicing and deliverables, but manual status updates always lag behind actual work โ€” this integration means every project update syncs automatically and clients see accurate status reports.
๐Ÿ”„
Operations coordinators
The volume of new customer records and invoices is too high for anyone to keep up by hand, leading to missed follow-ups and unlogged entries โ€” automating both apps means every submission populates your boards instantly without human intervention.
๐Ÿ’ผ
Billing specialists
You own the invoice follow-up and depend on sales teams to hand over new client details, but information gets delayed between platforms โ€” connecting these apps means every new company record triggers your billing workflow the moment it is saved.
๐Ÿ›ก๏ธ
Compliance officers
You need a reliable audit history for every financial transaction, but fragmented record-keeping keeps leaving gaps in your documentation โ€” this integration means every transaction and project record is logged in sequence without missing entries.
Our team

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Why choose Integrately to automate bexio + Zenkit

Build and manage your bexio + Zenkit 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 + Zenkit 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 โ€” 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect bexio to Zenkit?
Frequently Asked Questions
You can connect bexio and Zenkit in one click using pre-built templates on Integrately, or use Integrately AI to set up custom workflows connecting bexio, Zenkit, Slack, and 1,500+ other apps.
Can I automatically create Zenkit items from bexio invoices?
Frequently Asked Questions
Can I connect bexio, Zenkit, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Zenkit?
Frequently Asked Questions
How does bexio invoice data sync with Zenkit?
Frequently Asked Questions
Can I update Zenkit items when bexio projects change?
Frequently Asked Questions
Do I need coding skills to automate bexio and Zenkit?
Frequently Asked Questions
Is the bexio and Zenkit integration free?
Frequently Asked Questions
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You Can Also Connect bexio or Zenkit With 1500+ Other Apps

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Zenkit
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