Bitrix24 + bexio Integration

Integrate bexio to Bitrix24 in one click, or tell Integrately AI how you want each contact handled. Sync your customer details, update company records, create deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
  • 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
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2.
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • 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

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Ready Workflows Ready Workflows for bexio + Bitrix24 Integration

Capture persons, sync invoices, update company records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
bexio + Bitrix24 Integration

Create Bitrix24 deal from new bexio contact

Anytime a new contact is created in your bexio, a new deal will automatically be created in your Bitrix24. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This bexio - Bitrix24 integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Bitrix24 + bexio Integration

Create bexio invoice from new Bitrix24 deal

Do you use Bitrix24 to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in bexio?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
Bitrix24 + bexio Integration

Create bexio order for new Bitrix24 deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Bitrix24 and bexio work together to make accounting and bookkeeping simple.

When you create a deal in Bitrix24, it will automatically create an order in bexio. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Bitrix24 and bexio.
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bexio + Bitrix24 Integration

Create Bitrix24 company from new bexio invoice

If you're a small business owner who uses bexio to manage your finances, you may be wondering if there's a way to automatically create a company profile in Bitrix24 whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Bitrix24 and bexio!
Bitrix24 + bexio Integration

Create bexio contact for new Bitrix24 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Bitrix24 - bexio integration, anytime a new Bitrix24 contact is created, an bexio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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bexio + Bitrix24 Integration

Create Bitrix24 contact for new bexio contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this bexio - Bitrix24 integration, anytime a new bexio contact is created, an Bitrix24 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
  • 1of2
Got a different task in mind? Describe it

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

Connect more apps to your bexio + Bitrix24 flow

Send customer data to billing platforms, notify your sales team, and trigger marketing campaigns after your CRM and accounting sync completes. Pick a combination and activate it in one click.

Bitrix24
bexio
+
ShopifyShopify (4)
+
PipedrivePipedrive (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
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MailchimpMailchimp (4)
B
S
B
Create a Shopify customer when a person is created or updated in bexio, and add a contact in Bitrix24
New bexio persons immediately become Shopify customers and Bitrix24 contacts without manual data entry.
S
B
B
When a Shopify order is paid, create an invoice in bexio and update the deal in Bitrix24
Paid Shopify orders instantly generate bexio invoices and update your Bitrix24 deals.
S
B
B
If a Shopify product is updated, update the product in bexio and add a comment in Bitrix24
Product updates in Shopify propagate automatically to bexio and log a comment in Bitrix24.
S
B
B
Use ChatGPT to summarize new Shopify orders, create a project in bexio, and add a task in Bitrix24
ChatGPT summarizes order details so bexio projects and Bitrix24 tasks capture customer context instantly.

Supported triggers and actions for Bitrix24 and bexio

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Quote is created in Bitrix24
Triggers the automation when a new quote is created
Try it โ†’
Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
Try it โ†’
Lead is created in Bitrix24
Triggers the automation when a new lead is created
Try it โ†’
Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
Try it โ†’
Instant
Lead is created in Bitrix24
Try it โ†’
Instant
Lead is updated in Bitrix24
Try it โ†’
Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
Try it โ†’
Deal is created in Bitrix24
Triggers the automation when a deal is created
Try it โ†’
Instant
Deal is created in Bitrix24
Try it โ†’
Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
Try it โ†’
Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
Try it โ†’
Contact is created in Bitrix24
Triggers the automation when a new contact is created
Try it โ†’
Contact is updated in Bitrix24
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is created in Bitrix24
Try it โ†’
Instant
Contact is updated in Bitrix24
Try it โ†’
Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
Try it โ†’
Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
Try it โ†’
Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
Try it โ†’
Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
Try it โ†’
Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
Try it โ†’
Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
Try it โ†’
Search lead in Bitrix24
Retrieves information for a particular lead
Try it โ†’
Create quote in Bitrix24
Creates a new quote
Try it โ†’
Search quote by title in Bitrix24
Searches for a quote using the title
Try it โ†’
Update quote in Bitrix24
Updates an existing quote
Try it โ†’
Search contact in Bitrix24
Finds and retrieves contact information
Try it โ†’
Create lead in Bitrix24
Generates new leads for potential customers
Try it โ†’
Update lead in Bitrix24
Updates the lead information
Try it โ†’
Create contact in Bitrix24
Adds a new contact to the database
Try it โ†’
Update contact in Bitrix24
Updates contact information with new details
Try it โ†’
Create deal in Bitrix24
Generates a new deal with
Try it โ†’
Update deal in Bitrix24
Updates deal information based on new criteria or changes
Try it โ†’
Get deal by id in Bitrix24
Retrieves a deal by its id
Try it โ†’
Search deal in Bitrix24
Retrieves and find a deal
Try it โ†’
Create company in Bitrix24
Generates a new company profile with given details
Try it โ†’
Search company in Bitrix24
Finds information about a company
Try it โ†’
Update company in Bitrix24
Updates company information
Try it โ†’
Get company by id in Bitrix24
Retrieves a company's details using its id
Try it โ†’
Search task in Bitrix24
Searches for a task
Try it โ†’
Get task by id in Bitrix24
Retrieves a task using its id
Try it โ†’
Update task in Bitrix24
Updates the task with new information or changes
Try it โ†’
Get lead by id in Bitrix24
Retrieves a lead's information based on their id
Try it โ†’
Get contact by id in Bitrix24
Retrieves a contact's information based on their id
Try it โ†’
Add comment in Bitrix24
Adds a comment to a record
Try it โ†’
bexio
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
Try it โ†’
Person is created or updated in bexio
Triggers the automation when a person is created or updated
Try it โ†’
Invoice is created in bexio
Triggers the automation when any invoice is added or modified
Try it โ†’
Order is created in bexio
Triggers the automation when a new order is created
Try it โ†’
Quote is created in bexio
Triggers the automation when a new quote is created
Try it โ†’
Product is created in bexio
Triggers the automation when a new product is created
Try it โ†’
Project is created in bexio
Triggers the automation when a new project is created
Try it โ†’
Company is created or updated in bexio
Triggers the automation when a company is created or updated
Try it โ†’
Create time tracking in bexio
Creates a new time tracking entry
Try it โ†’
Create invoice in bexio
Generates invoices for sales transactions
Try it โ†’
Send invoice in bexio
Generates and send invoices to clients
Try it โ†’
Search invoice in bexio
Locates and retrieves invoices with
Try it โ†’
Issue invoice in bexio
Generates and send invoices to clients
Try it โ†’
Create person in bexio
Generates a new person
Try it โ†’
Search person in bexio
Retrieves information about a person
Try it โ†’
Update person in bexio
Updates the information of a person
Try it โ†’
Create project in bexio
Creates a new project
Try it โ†’
Search project in bexio
Searches for a project
Try it โ†’
Get project by ID in bexio
Retrieves project information using the project id
Try it โ†’
Update project in bexio
Updates project information
Try it โ†’
Create company in bexio
Generates a new company profile with given details
Try it โ†’
Search company in bexio
Finds information about a company
Try it โ†’
Update company in bexio
Updates company information
Try it โ†’
Update product in bexio
Updates product information
Try it โ†’
Create product in bexio
Generates and launch new products
Try it โ†’
Search product in bexio
Searches for a product
Try it โ†’
Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
Try it โ†’
Create sales quote in bexio
Generates a new sales quote
Try it โ†’
Create sales order in bexio
Generates a new sales order with pre-filled details
Try it โ†’

What can you automate with bexio + Bitrix24?

Connect your accounting and CRM platforms to eliminate repetitive administrative work and keep your business data synchronized.

What you can automate?
๐Ÿ”„
Sync bexio persons and Bitrix24 contacts automatically
Whenever a new person or company is created in bexio, instantly generate matching contact records in Bitrix24 without lifting a finger.
๐Ÿงพ
Capture every submitted invoice and quote field
Map complete invoice line items, order amounts, and project details across bexio and Bitrix24 instead of just basic names and emails.
๐Ÿ””
Alert your team the moment records update
Trigger instant team notifications in Slack or CRM tasks whenever high-value invoices are generated or deals progress.
๐Ÿ”€
Route records based on submitted criteria
Split automation paths depending on deal values, customer regions, or specific product tags to ensure correct routing.
๐Ÿ“
Keep destination records up to date as things change
Ensure modifications to customer profiles, order statuses, or project details sync continuously between bexio and Bitrix24.
๐Ÿ”
Search and update instead of creating duplicates
Check existing records before creating new entries, updating existing contacts and companies cleanly every time.
๐Ÿ“Š
Handle later status changes and payment milestones
Automate follow-up actions when invoices are issued, payments succeed, or project milestones are marked complete.
๐ŸŒ
Extend your workflow to external business tools
Connect your core bexio and Bitrix24 flow with Shopify, Slack, Stripe, or Google Drive for complete multi-app orchestration.
And much more...

Who is bexio + Bitrix24 integration for?

Swiss small businesses, finance teams, and project managers eliminate manual data entry between accounting and CRM systems.

Finance directors and controllers
Finance directors and controllers
Sales managers
Sales managers
Project managers
Project managers
Operations coordinators
Operations coordinators
Account executives
Account executives
Administrative leads
Administrative leads
๐Ÿ“ˆ
Finance directors and controllers
You're reviewing revenue reports every week but your accounting data only updates when someone manually exports invoices, so the financial summaries you rely on are always hours behind โ€” this integration means every new invoice lands in your CRM instantly and your metrics stay current.
โšก
Sales managers
You need to track deal progress and customer acquisition fast, but customer records created in your accounting tool sit isolated until someone re-types them, so your sales pipeline is never fully up to date โ€” automating both apps means every new person flows straight into your CRM without delay.
๐Ÿ“‹
Project managers
You answer to clients and stakeholders who want to see active project updates, but tracking details remain trapped in disconnected billing platforms, so status reviews require tedious manual collation โ€” connecting these apps means project milestones update automatically across your workflow.
โš™๏ธ
Operations coordinators
The transaction and client volume is too high for anyone to keep up by hand, and manual copy-pasting between accounting and CRM tools leads to costly data entry errors โ€” this integration means your records stay perfectly aligned without manual intervention.
๐Ÿค
Account executives
You own the client relationship and depend on administrative teams to hand over billing details, but communication gaps cause delayed follow-ups and lost context โ€” automating both apps means your customer data flows seamlessly from invoice creation to deal tracking.
๐Ÿ›ก๏ธ
Administrative leads
You need a reliable, complete history of every customer interaction and purchase, but disconnected systems leave recurring gaps in your audit trail โ€” connecting these apps means every person, order, and invoice is logged accurately from end to end.
Our team

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Why choose Integrately to automate Bitrix24 + bexio

Build and manage your Bitrix24 + bexio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bitrix24 + bexio 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 Bitrix24?
Frequently Asked Questions
You can connect bexio to Bitrix24 in 1 click using Integrately. Choose from ready automation templates or ask Integrately AI to build your custom flow with connected apps like Slack, Shopify, and Stripe.
Can I automatically sync bexio invoices to Bitrix24 deals?
Frequently Asked Questions
Can I connect bexio, Bitrix24, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Bitrix24?
Frequently Asked Questions
How does bexio handle new person records during synchronization?
Frequently Asked Questions
How does Bitrix24 process incoming lead updates from bexio?
Frequently Asked Questions
Can I automate bexio and Bitrix24 without writing code?
Frequently Asked Questions
Is the bexio and Bitrix24 integration free?
Frequently Asked Questions
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You Can Also Connect bexio or Bitrix24 With 1500+ Other Apps

bexio
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Connect bexio with accounting, invoicing, and reporting tools to streamline your Swiss business finances.
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Bitrix24
Popular Bitrix24 Integrations
Sync Bitrix24 with communication, project management, and sales tools to accelerate team productivity.
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