Acuity Scheduling + bexio Integration

Integrate Acuity Scheduling to bexio in one click, or tell Integrately AI how you want each booking handled. Generate invoices, track time, update project records, and keep your Swiss accounting platform synchronized automatically.

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Appointment is scheduled in Acuity Scheduling Instant
Appointment is scheduled (with filters) in Acuity Scheduling
Appointment is rescheduled in Acuity Scheduling Instant
Appointment is canceled in Acuity Scheduling Instant
Order is completed in Acuity Scheduling Instant
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

Search appointment using client info in Acuity Scheduling
Get appointment by id in Acuity Scheduling
Create appointment in Acuity Scheduling
Reschedule appointment in Acuity Scheduling
Cancel appointment in Acuity Scheduling
Customize block off time in Acuity Scheduling
Add package code in Acuity Scheduling
Add coupon code in Acuity Scheduling
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

Trusted by experts at...

Ready Workflows for Acuity Scheduling + bexio Integration

Create invoices from completed orders, manage client profiles, log time tracking, and update quotes, all in just one click.

Create bexio invoice for new Acuity Scheduling order

As soon as you receive a new Acuity Scheduling order, you need to generate a corresponding invoice so that you can get paid. With this Acuity Scheduling - bexio integration, a new invoice will be created in your bexio software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Acuity Scheduling order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!

Activate

Create bexio contact from new Acuity Scheduling order

As an online store owner, you're likely using Acuity Scheduling to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Acuity Scheduling with bexio? This integration will allow you to automatically create a contact for each new order in bexio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

Activate

Create bexio invoice for new Acuity Scheduling appointment

If you're a professional who works on one-to-one basis and uses Acuity Scheduling to manage your events, you may want to create an invoice in bexio when an appointment 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 appointment is created, it will trigger a corresponding invoice in bexio.

This can save you time when creating invoice and tracking payments for your events.

Activate

Update bexio contact from new Acuity Scheduling appointment

Acuity Scheduling + bexio Integration

Activate

Create Acuity Scheduling appointment for new bexio contact

bexio + Acuity Scheduling Integration

Activate

Create Acuity Scheduling appointment for new bexio company

bexio + Acuity Scheduling Integration

Activate

1of1

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

Connect more apps to your Acuity Scheduling + bexio flow

Send appointment reminders, process payments, notify your team, and organize customer documents across your favorite tools. Pick a combination and activate it in one click.

Google Calendar (6)

Stripe (6)

Slack (6)

Mailchimp (6)

Google Drive (6)

Zoom (6)

Add every new Acuity Scheduling appointment to your Google Calendar, and create a sales order in bexio

New Acuity Scheduling appointments appear in Google Calendar immediately while bexio generates your sales order, eliminating manual calendar entries and billing setup.

When an Acuity Scheduling appointment is rescheduled, update the Google Calendar event and update the person in bexio

Rescheduled appointments update your Google Calendar and bexio contact records instantly, keeping your team and client history synchronized.

When an Acuity Scheduling appointment is canceled, delete the Google Calendar event and update the project in bexio

Canceled appointments remove the Google Calendar entry and update your bexio project status so your team stays informed.

If an Acuity Scheduling appointment includes specific notes, create a Google Calendar event and create a project in bexio

Custom appointment notes trigger dedicated Google Calendar entries and specialized bexio projects for structured client onboarding.

Use ChatGPT to summarize Acuity Scheduling appointment details, create a Google Calendar event, and create an invoice in bexio

ChatGPT extracts appointment summaries to populate your Google Calendar and generate precise invoices in bexio.

When an Acuity Scheduling order is completed, create a Google Calendar event, create a person in bexio, and sync details to Mailchimp

Completed orders trigger calendar scheduling, bexio client creation, and Mailchimp subscriber updates in one automated sequence.

When an Acuity Scheduling order is completed, create a customer in Stripe and create an invoice in bexio

Completed orders instantly generate Stripe customers and bexio invoices, keeping billing and accounting platforms perfectly aligned.

When a Stripe payment succeeds, create an appointment in Acuity Scheduling and create a sales order in bexio

Successful Stripe payments trigger client appointment creation in Acuity Scheduling and establish sales orders in bexio.

When an Acuity Scheduling appointment is rescheduled, update the Stripe customer and update the person in bexio

Rescheduled bookings update client billing profiles in Stripe and contact details in bexio simultaneously.

If an Acuity Scheduling order is completed with a package code, create a Stripe subscription and create an invoice in bexio

Package code orders automatically set up recurring Stripe subscriptions and generate matching invoices in bexio.

Use Claude to verify Stripe payment details for Acuity Scheduling orders, create an invoice in bexio, and update the customer record

Claude validates transaction data from Stripe orders before generating invoices and updating records in bexio.

When a Stripe payment fails, cancel the Acuity Scheduling appointment, update the bexio invoice, and notify your finance team on Slack

Failed payments automatically cancel bookings, update accounting records in bexio, and alert finance channels on Slack.

When an Acuity Scheduling appointment is scheduled, create a sales order in bexio and notify your team on Slack

New bookings instantly create bexio sales orders while alerting your sales channel on Slack, keeping everyone informed.

When an Acuity Scheduling appointment is rescheduled, update the bexio project and post an update in Slack

Reschedule alerts update bexio project timelines and broadcast schedule changes to your team channel in Slack.

When an Acuity Scheduling appointment is canceled, update the bexio invoice status and alert your billing channel on Slack

Canceled bookings update invoice records in bexio and notify your billing team immediately on Slack.

If an Acuity Scheduling order is completed with a VIP package code, create a bexio priority invoice and alert executives on Slack

VIP package orders generate priority bexio invoices and dispatch executive notifications directly to Slack.

Use Gemini to analyze client booking notes in Acuity Scheduling, create a bexio project, and post a project brief in Slack

Gemini analyzes booking notes to create structured bexio projects and shares detailed project briefs in Slack.

When an Acuity Scheduling order is completed, create a bexio invoice, log details in Google Sheets, and notify your sales channel in Slack

Completed orders generate bexio invoices, update tracking spreadsheets in Google Sheets, and notify sales teams on Slack.

When an Acuity Scheduling appointment is scheduled, add the client to Mailchimp and create a person in bexio

New appointment clients are added to Mailchimp mailing lists and registered as contacts in bexio automatically.

When an Acuity Scheduling appointment is rescheduled, update the Mailchimp subscriber and update the person in bexio

Rescheduled client details update your Mailchimp subscriber profile and bexio contact record instantly.

When an Acuity Scheduling appointment is canceled, remove the subscriber from Mailchimp and update the bexio project

Canceled appointments remove contacts from active Mailchimp segments and update project statuses in bexio.

If an Acuity Scheduling order is completed with a newsletter code, add the subscriber to Mailchimp and create a bexio invoice

Completed orders with specific promotional codes subscribe clients to Mailchimp lists and generate invoices in bexio.

Use ChatGPT to categorize Acuity Scheduling client inquiries, add subscribers to Mailchimp, and create bexio projects

ChatGPT categorizes client inquiries to segment Mailchimp audiences and create specialized bexio projects.

When an Acuity Scheduling order is completed, add a Mailchimp subscriber, create a bexio invoice, and notify your team on Slack

Completed orders subscribe clients in Mailchimp, generate bexio invoices, and send team celebration alerts on Slack.

When an Acuity Scheduling appointment is scheduled, create a Google Drive client folder and create a project in bexio

New bookings automatically set up dedicated Google Drive folders and initialize bexio project workspaces.

When an Acuity Scheduling appointment is rescheduled, update the Google Drive folder name and update the person in bexio

Rescheduled client details update corresponding Google Drive folder names and bexio contact records automatically.

When an Acuity Scheduling appointment is canceled, archive the Google Drive folder and update the bexio project status

Canceled appointments archive Google Drive client folders and update project statuses in bexio.

If an Acuity Scheduling order is completed with contract requirements, save client documents in Google Drive and create a bexio invoice

Completed orders with contract attachments save documents to Google Drive and issue invoices in bexio.

Use Claude to summarize Acuity Scheduling intake forms, save briefs to Google Drive, and create bexio projects

Claude summarizes client intake forms to generate structured brief documents in Google Drive and projects in bexio.

When an Acuity Scheduling order is completed, export the bexio invoice to PDF, save it in Google Drive, and notify your team on Slack

Completed orders generate bexio invoices, export them as PDFs to Google Drive, and notify teams on Slack.

When an Acuity Scheduling appointment is scheduled, create a Zoom meeting and create a sales order in bexio

New appointments automatically generate Zoom meeting links and establish matching sales orders in bexio.

When an Acuity Scheduling appointment is rescheduled, update the Zoom meeting and update the person in bexio

Rescheduled appointments update Zoom meeting times and synchronize contact details in bexio automatically.

When an Acuity Scheduling appointment is canceled, delete the Zoom meeting and update the project in bexio

Canceled appointments remove Zoom meetings and update project statuses in bexio to keep schedules clean.

If an Acuity Scheduling appointment includes webinar notes, create a Zoom webinar and create a bexio project

Special webinar appointment bookings automatically provision Zoom webinars and create matching bexio projects.

Use ChatGPT to generate custom Zoom agendas for Acuity Scheduling bookings, create meetings, and create bexio invoices

ChatGPT generates custom meeting agendas for Zoom while setting up meetings and issuing bexio invoices.

When an Acuity Scheduling order is completed, create a Zoom meeting, create a bexio invoice, and notify your team on Slack

Completed orders provision Zoom meetings, generate bexio invoices, and broadcast team notifications on Slack.

Supported triggers and actions for Acuity Scheduling and bexio

Mix and match to build the exact automation you need

Acuity Scheduling Triggers & Actions

Instant

Appointment is scheduled in Acuity Scheduling

Triggers the automation when any appointment is scheduled

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Appointment is scheduled (with filters) in Acuity Scheduling

Triggers the automation when any appointment is scheduled, that matches criteria

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Instant

Appointment is rescheduled in Acuity Scheduling

Triggers the automation when any appointment is rescheduled

Try it →

Instant

Appointment is canceled in Acuity Scheduling

Triggers the automation when any appointment is canceled

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Instant

Order is completed in Acuity Scheduling

Triggers the automation when any order is completed

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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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What can you automate with Acuity Scheduling + bexio?

Streamline your appointment booking and Swiss accounting operations with robust automated workflows.

Get Started For Free

🧾

Create invoices from completed orders instantly

Generate a bexio invoice the moment an order is completed in Acuity Scheduling. Eliminate manual billing and ensure your financial records match every transaction.

📋

Capture every submitted client intake field

Map custom appointment questionnaire answers and client notes directly into bexio project descriptions or contact fields without copy-pasting.

🔔

Notify your finance team on appointment bookings

Send instant alerts to your billing or sales channels whenever a new client booking is confirmed or an order is finalized in Acuity Scheduling.

🔀

Route bookings based on package codes

Apply conditional logic to create specific sales quotes, subscriptions, or priority project tiers in bexio depending on submitted booking codes.

🔄

Keep bexio records updated when bookings change

Automatically update existing bexio client profiles, projects, and contact details whenever an appointment is rescheduled in Acuity Scheduling.

🔍

Search and update existing records to prevent duplicates

Search for existing person or company records in bexio before creating new entries, ensuring a clean and deduplicated client database.

❌

Handle appointment cancellations and status updates

Update bexio invoice statuses or project timelines immediately when an appointment is canceled in Acuity Scheduling.

🔌

Extend your workflow with popular team apps

Connect Slack, Google Drive, or Stripe to your core Acuity Scheduling and bexio flow for complete multi-step business automation.

And much more...

Who is Acuity Scheduling + bexio integration for?

Swiss small business owners, consultants, and service providers who manage client appointments and accounting workflows can eliminate manual data entry entirely.

Finance Directors

Client Coordinators

Project Managers

Practice Managers

Sales Teams

Operations Leads

📊

Finance Directors

You're tracking client bookings and orders in Acuity Scheduling, but your accounting records in bexio only update when someone manually reconciles payments, so your financial reporting is always outdated — this integration means every completed order automatically generates a bexio invoice so your revenue data stays current.

⏱️

Client Coordinators

You're managing daily appointments in Acuity Scheduling, but scheduling changes get lost before they reach your billing software, so clients receive incorrect invoices and follow up late — with this integration, every rescheduled appointment updates your bexio records instantly.

📋

Project Managers

You're onboarding new clients through Acuity Scheduling bookings, but setting up matching projects and invoicing profiles in bexio takes hours of manual setup, so project kickoffs are consistently delayed — automating both apps means every confirmed booking immediately initializes your bexio project and client profile.

🏢

Practice Managers

You're handling high volumes of weekly client sessions in Acuity Scheduling, but entering each client into bexio by hand causes bottlenecks and missing customer entries, so your database fills up with duplicates — connecting these apps means client profiles are created and updated automatically without manual intervention.

🤝

Sales Teams

You're closing deals and scheduling paid client consultations in Acuity Scheduling, but handoffs to the finance team for invoicing in bexio fall through the cracks, so billing cycles drag on — this integration means every completed order immediately triggers the correct invoicing workflow.

🔍

Operations Leads

You're reviewing monthly client activity across your booking calendar, but missing invoice records in bexio leave audit gaps that make compliance checks stressful, so time is wasted hunting for receipts — automating both apps means every appointment and transaction leaves a verified, searchable audit trail.

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 Acuity Scheduling + bexio

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

1,500+ apps connected

Connect Acuity Scheduling + bexio 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.

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Frequently Asked Questions

How do I connect Acuity Scheduling to bexio?

You can connect Acuity Scheduling to bexio in 1 click using ready templates on Integrately or by asking Integrately AI to build your workflow. You can also connect apps like Google Calendar, Stripe, Slack, and Mailchimp.

Can I automatically create bexio invoices when an Acuity Scheduling order is completed?

Can I connect Acuity Scheduling, bexio, and Slack?

What is a good Zapier alternative for Acuity Scheduling and bexio?

How are client contacts synced between Acuity Scheduling and bexio?

Can I update bexio projects when Acuity Scheduling appointments change?

Do I need coding skills to connect Acuity Scheduling and bexio?

Is the Acuity Scheduling and bexio integration free?

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Want to automate something else in your workflow?

You Can Also Connect Acuity Scheduling or bexio With 1500+ Other Apps

Popular Acuity Scheduling Integrations

Connect Acuity Scheduling to CRM, marketing, and communication platforms to streamline your client onboarding.

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Popular bexio Integrations

Sync bexio with e-commerce, payment, and reporting tools to keep your financial stack working together.

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bexio Integrations

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Acuity Scheduling + bexio Integration

Integrate Acuity Scheduling to bexio in one click, or tell Integrately AI how you want each booking handled. Generate invoices, track time, update project records, and keep your Swiss accounting platform synchronized automatically.

Trusted by experts at...

Ready Workflows for Acuity Scheduling + bexio Integration

Create invoices from completed orders, manage client profiles, log time tracking, and update quotes, all in just one click.

Create bexio invoice for new Acuity Scheduling order

Create bexio contact from new Acuity Scheduling order

Create bexio invoice for new Acuity Scheduling appointment

Update bexio contact from new Acuity Scheduling appointment

Create Acuity Scheduling appointment for new bexio contact

Create Acuity Scheduling appointment for new bexio company

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

Connect more apps to your Acuity Scheduling + bexio flow

Send appointment reminders, process payments, notify your team, and organize customer documents across your favorite tools. Pick a combination and activate it in one click.

Supported triggers and actions for Acuity Scheduling and bexio

Mix and match to build the exact automation you need

What can you automate with Acuity Scheduling + bexio?

Streamline your appointment booking and Swiss accounting operations with robust automated workflows.

Who is Acuity Scheduling + bexio integration for?

Swiss small business owners, consultants, and service providers who manage client appointments and accounting workflows can eliminate manual data entry entirely.

Did you know?

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

Why choose Integrately to automate Acuity Scheduling + bexio

Build and manage your Acuity Scheduling + bexio 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 Acuity Scheduling or bexio With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Acuity Scheduling + bexio Integration

Integrate Acuity Scheduling to bexio in one click, or tell Integrately AI how you want each booking handled. Generate invoices, track time, update project records, and keep your Swiss accounting platform synchronized automatically.

Trusted by experts at...

Ready Workflows for Acuity Scheduling + bexio Integration

Create invoices from completed orders, manage client profiles, log time tracking, and update quotes, all in just one click.

Create bexio invoice for new Acuity Scheduling order

Create bexio contact from new Acuity Scheduling order

Create bexio invoice for new Acuity Scheduling appointment

Update bexio contact from new Acuity Scheduling appointment

Create Acuity Scheduling appointment for new bexio contact

Create Acuity Scheduling appointment for new bexio company

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

Connect more apps to your Acuity Scheduling + bexio flow

Send appointment reminders, process payments, notify your team, and organize customer documents across your favorite tools. Pick a combination and activate it in one click.

Supported triggers and actions for Acuity Scheduling and bexio

Mix and match to build the exact automation you need

What can you automate with Acuity Scheduling + bexio?

Streamline your appointment booking and Swiss accounting operations with robust automated workflows.

Who is Acuity Scheduling + bexio integration for?

Swiss small business owners, consultants, and service providers who manage client appointments and accounting workflows can eliminate manual data entry entirely.

Did you know?

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

Why choose Integrately to automate Acuity Scheduling + bexio

Build and manage your Acuity Scheduling + bexio 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 Acuity Scheduling or bexio 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