bexio + Gmail Integration

Integrate bexio to Gmail in one click, or tell Integrately AI how you want each invoice handled. Send invoice emails, notify your team, update records, 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
  • Gmail
    Email is received in Gmail
  • Gmail
    Label is added to email in Gmail
  • Gmail
    New email is starred in Gmail
  • Gmail
    Email matching search is received in Gmail
  • Gmail
    Thread is started in Gmail
  • Gmail
    Label is created in Gmail
Arrow Right
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
  • Gmail
    Send email in Gmail
  • Gmail
    Reply to email in Gmail
  • Gmail
    Create draft in Gmail
  • Gmail
    Create draft reply in Gmail
  • Gmail
    Delete label in Gmail
  • Gmail
    Search email in Gmail
  • Gmail
    Add label to email in Gmail
  • Gmail
    Remove label from email in Gmail
  • Gmail
    Create label in Gmail
  • Gmail
    Update label in Gmail

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Ready Workflows Ready Workflows for bexio + Gmail Integration

Send invoices, organise responses, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
bexio + Gmail Integration

Send Gmail email for new bexio contact

Anytime a new contact is added to your bexio, automatically send them a email through Gmail 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 - Gmail 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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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 + Gmail flow

Connect accounting data to CRM, messaging, and project management tools for seamless workflows. Pick a combination and activate it in one click.

bexio
Gmail
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
AsanaAsana (4)
B
S
G
Create a Stripe customer from every new bexio person, send a welcome email in Gmail, and track it in Stripe
New bexio persons are registered in Stripe instantly while Gmail sends a welcome message, eliminating manual entry.
B
S
G
When an Invoice is created in bexio, generate a payment link in Stripe and send it via Gmail
Invoice creation triggers an instant Stripe payment link sent directly through Gmail.
B
S
G
When an Order is created in bexio, record the transaction in Stripe and notify the customer in Gmail
New orders in bexio automatically register in Stripe while sending a notification via Gmail.
B
C
S
G
Use ChatGPT to summarise bexio invoice notes, generate a Stripe payment invoice, and email it via Gmail
AI processes bexio invoice notes before Stripe and Gmail complete the billing dispatch.

Supported triggers and actions for bexio and Gmail

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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Gmail
Gmail Triggers & Actions
Email is received in Gmail
Triggers the automation when an email is received
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Label is added to email in Gmail
Triggers the automation when any email is labelled
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New email is starred in Gmail
Triggers the automation when any email is starred
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Email matching search is received in Gmail
Triggers the automation when an incoming email matches a particular search criteria
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Thread is started in Gmail
Triggers the automation when a new thread is created
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Label is created in Gmail
Triggers the automation when a new label is created
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Send email in Gmail
Sends an email to a recipient
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Reply to email in Gmail
Replies to an email
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Create draft in Gmail
Adds a new contact to the contact list
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Create draft reply in Gmail
Adds a new contact to the contact list
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Delete label in Gmail
Removes a particular label from the selected item
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Search email in Gmail
Scan email inbox for keywords or sender
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Add label to email in Gmail
Categorize and organize emails by adding labels based on criteria
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Remove label from email in Gmail
Removes a label from an email
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Create label in Gmail
Generates a new label
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Update label in Gmail
Modify the label information
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What can you automate with bexio + Gmail?

Streamline your financial workflows and client communications by connecting bexio and Gmail.

What you can automate?
🧾
Automate invoice dispatch instantly upon creation
Generate an invoice in bexio and have Gmail dispatch it to your client within seconds, removing manual email attachments.
📋
Capture every submitted invoice and order field
Map all available bexio line items and client notes directly into your Gmail message body for complete clarity.
🔔
Notify the right team member immediately
Trigger instant internal notifications whenever new company records or financial orders are updated in bexio.
🔀
Route emails based on order status
Send different client messages depending on whether an invoice is new, updated, or marked paid.
🔄
Keep client records synchronised
Update customer emails and contact details automatically whenever changes occur in bexio.
🛡️
Prevent duplicate client communications
Search existing email threads before creating drafts to ensure clients never receive redundant messages.
⏱️
Handle later billing and project updates
Trigger follow-up emails when project milestones are reached or orders are modified in bexio.
🔌
Extend your workflow to Slack or HubSpot
Connect bexio and Gmail with third-party tools like Slack to keep your entire organisation informed.
And much more...

Who is bexio + Gmail integration for?

Financial teams, founders, and account managers looking to automate invoice dispatch and client communication without manual overhead.

Financial analysts
Financial analysts
Customer support leads
Customer support leads
Account managers
Account managers
Operations directors
Operations directors
Sales executives
Sales executives
Bookkeepers
Bookkeepers
📈
Financial analysts
You're reviewing revenue reports every week but your accounting logs only update when someone manually exports invoices, so the figures you're presenting are always a few hours behind — with this integration, every new invoice triggers instant updates and your records stay current.
⚡
Customer support leads
You need to respond to billing inquiries immediately, but checking bexio for payment statuses while drafting replies in Gmail takes too long — with this integration, customer emails pull invoice details automatically so your team responds without delay.
📊
Account managers
You answer to clients who want immediate confirmation when orders and quotes are processed, but manual email dispatch leads to missed updates — with this integration, every bexio transaction instantly triggers professional client emails.
🔄
Operations directors
The volume of new client orders and company registrations is too high for anyone to keep up by hand, leading to bottlenecks in communication — with this integration means all routine documentation and customer emails run on autopilot.
🤝
Sales executives
You own the client relationship and depend on billing teams to generate quotes and invoices before you can follow up — with this integration means quote creation instantly triggers notification emails so you never miss a touchpoint.
📁
Bookkeepers
You need a reliable audit trail of all communications sent to clients regarding outstanding invoices, but keeping records updated manually creates gaps — with this integration means every dispatched email and invoice event logs cleanly.
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Why choose Integrately to automate bexio + Gmail

Build and manage your bexio + Gmail 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 + Gmail 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 — 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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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect bexio to Gmail?
Frequently Asked Questions
You can connect bexio to Gmail in one click using ready-made templates or ask Integrately AI to build the automation for you. It also connects with Slack, HubSpot, and 1,500+ other apps.
Can I automatically send bexio invoices via Gmail?
Frequently Asked Questions
Can I connect bexio, Gmail, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Gmail?
Frequently Asked Questions
How does bexio handle invoice data in automation?
Frequently Asked Questions
How does Gmail send automated emails with bexio?
Frequently Asked Questions
Can I automate bexio and Gmail without coding?
Frequently Asked Questions
Is the bexio and Gmail integration free?
Frequently Asked Questions
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