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bexio - Create PDF, Word, Excel Documents
bexio connects with Documentero to turn your accounting and bookkeeping data into ready-to-use documents. You can generate invoices, quotes, or reports directly from bexio records using custom templates in Documentero. This makes it easy to create professional .docx, .pdf, or .xlsx files from your financial data without manual formatting.
bexio
Documentero
Triggers
Watch Files — Watches for files.
Watch Invoices — Watches for invoices.
Watch Contacts — Watches for updated or newly created contacts.
Watch Orders — Watches for orders.
Watch Payments — Watches for payments.
Watch Products — Watches for products.
Watch Projects — Watches for projects.
Watch Quotes — Watches for quotes.
Watch Timesheets — Watches for timesheets.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from bexio using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from bexio using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from new bexio invoices
Create custom Excel reports from bexio payments data
Export bexio quotes into client-ready PDF documents
Generate order confirmation letters from bexio orders
Build financial summaries from bexio projects in Word format
Create professional contact sheets from new bexio contacts
Export bexio product lists into Excel catalogs
Generate payroll-ready timesheet reports from bexio timesheets
Create PDF receipts from recorded bexio payments
Automatically generate monthly bookkeeping reports from bexio files
How you can use bexio + Documentero
Invoice PDFs
Generate branded PDF invoices in Documentero whenever a new invoice is created in bexio.
Customer Reports
Create detailed customer account reports from updated contact data in bexio.
Order Confirmations
Automatically produce order confirmation documents when new orders are added in bexio.
Project Summaries
Build project summary reports from project data tracked in bexio.
Timesheet Records
Export timesheet entries from bexio into formatted Excel or PDF files with Documentero.
Setup Guides
Zapier Tutorial: Integrate bexio with Documentero
- Create a new Zap in Zapier.
- Add bexio to the zap and choose one of the triggers (Watch Files, Watch Invoices, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the bexio trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate bexio with Documentero
- Create a new scenario in Make.
- Add bexio to the scenario and choose one of the triggers (Watch Files, Watch Invoices, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the bexio trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate bexio with Documentero
- Create a new flow in Power Automate.
- Add bexio to the flow and choose one of the triggers (Watch Files, Watch Invoices, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the bexio trigger.
- Test and save your flow.
