bexio + Memberstack Integration

Integrate bexio to Memberstack in one click, or tell Integrately AI how you want each member handled. Create a bexio person from every new Memberstack member, sync customer data, update invoices, and keep your accounts accurate 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
  • Memberstack
    Member is created in Memberstack Instant
  • Memberstack
    Member is updated in Memberstack Instant
  • Memberstack
    Member is deleted in Memberstack Instant
  • Memberstack
    Member's plan added in Memberstack Instant
  • Memberstack
    Member's plan canceled in Memberstack 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
  • Memberstack
    Search members in Memberstack
  • Memberstack
    Create member in Memberstack
  • Memberstack
    Update member in Memberstack
  • Memberstack
    Delete member in Memberstack
  • Memberstack
    Add free plan to member in Memberstack
  • Memberstack
    Remove free plan from member in Memberstack

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Ready Workflows Ready Workflows for bexio + Memberstack Integration

Create bexio contacts from new Memberstack signups, track membership plan changes, update invoices, and keep your accounting records current, all in just one click.

Most popular automationsmost-popular-automations
Memberstack + bexio Integration

Create bexio contact for new Memberstack member

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new bexio contact and Memberstack member can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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bexio + Memberstack Integration

Create Memberstack member for new bexio contact

If you're using bexio to manage your sales leads, it's important to also use Memberstack to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in bexio, a corresponding member will automatically be created in Memberstack.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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 + Memberstack flow

Send membership details to your CRM, notify your team about new signups, and log billing records in your sheets. Pick a combination and activate it in one click.

bexio
Memberstack
+
WebflowWebflow (5)
+
TypeformTypeform (5)
+
StripeStripe (5)
+
SlackSlack (5)
+
NotionNotion (5)
+
Google SheetsGoogle Sheets (5)
M
B
W
Add every new Memberstack member to bexio as a person, and create a matching item in Webflow
New Memberstack signups appear in bexio instantly while a corresponding item is created in Webflow, eliminating manual data entry.
M
B
W
When a Memberstack member updates their profile, update the bexio person and refresh the Webflow item
Member profile updates in Memberstack automatically update the bexio record and sync the changes to Webflow without manual effort.
M
B
W
When a Memberstack plan is added, create a bexio company and add a new item in Webflow
New membership plans trigger bexio company creation and Webflow item logging instantly, ensuring fast onboarding.
M
B
W
When a Memberstack member is deleted, search the person in bexio and remove the Webflow item
Deleted members in Memberstack automatically trigger a bexio search and remove the corresponding Webflow item.
M
B
W
Use Claude to summarise new Memberstack signups, create a person in bexio, and record it in Webflow
AI analyses new Memberstack signups before creating a bexio person and logging the brief in Webflow.

Supported triggers and actions for bexio and Memberstack

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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Memberstack
Memberstack Triggers & Actions
Instant
Member is created in Memberstack
Triggers the automation when a new member is added
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Instant
Member is updated in Memberstack
Triggers the automation when a member's profile is updated
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Instant
Member is deleted in Memberstack
Triggers the automation when any member is removed from the system
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Instant
Member's plan added in Memberstack
Triggers the automation when a new membership is granted
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Instant
Member's plan canceled in Memberstack
Triggers the automation when a membership plan has been terminated
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Search members in Memberstack
Searches for members
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Create member in Memberstack
Adds a new member to the system
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Update member in Memberstack
Updates a member's information
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Delete member in Memberstack
Removes a member from the system
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Add free plan to member in Memberstack
Upgrade member to free plan
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Remove free plan from member in Memberstack
Removes a free plan from a member
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What can you automate with bexio + Memberstack?

Streamline your member management and accounting workflows with automated triggers and actions.

What you can automate?
👥
Sync new members to bexio contacts
Automatically create a person or company in bexio the moment a new user registers in Memberstack. Eliminate manual data entry and keep your Swiss accounting database fully updated.
📋
Capture every submitted member field
Map all available Memberstack custom user fields into bexio records instead of just names and emails. Ensure complete profile visibility for your entire team.
🔔
Alert your team instantly on signups
Send instant notifications to your sales or support channels whenever a new member registers or upgrades their plan. Keep everyone aligned on customer acquisition.
🔀
Route records based on plan type
Perform different actions in bexio depending on which membership plan a user selects. Handle enterprise accounts differently from standard signups automatically.
🔄
Keep billing records up to date
Automatically update bexio person and company profiles whenever a member modifies their account details in Memberstack. Maintain flawless data consistency.
🔍
Search and update instead of duplicating
Check if a contact already exists in bexio before creating a new entry. Prevent duplicate customer records and keep your database clean.
💳
Handle plan cancellations and renewals
Trigger bexio follow-up actions and update accounting records the moment a member cancels or adds a plan in Memberstack. Manage churn smoothly.
🌐
Extend your workflow to external apps
Connect your core bexio and Memberstack flow with tools like Slack, Google Sheets, or Notion to build multi-step operational pipelines.
And much more...

Who is bexio + Memberstack integration for?

Connecting bexio and Memberstack eliminates manual administrative tasks for finance, sales, and operations teams managing Swiss business members.

Finance managers and accountants
Finance managers and accountants
Customer success leads
Customer success leads
Project managers
Project managers
Sales operations specialists
Sales operations specialists
Account executives
Account executives
Operations administrators
Operations administrators
📈
Finance managers and accountants
You're reconciling member signups and payments in bexio but membership events happen continuously online, so your financial statements and ledger entries are always lagging behind — this integration means every new member creates a verified record instantly and your numbers stay current.
Customer success leads
You need to onboard new subscribers immediately when they purchase a plan, but manual notifications arrive hours too late for your team to act — with this integration, every membership change triggers instant alerts and contact creation so you can engage clients right away.
📋
Project managers
You answer to stakeholders who want to review active client onboarding and project progress against invoicing data, but manual cross-referencing leaves gaps — this integration means every billing and user event updates your tracking tools automatically without manual effort.
📊
Sales operations specialists
The volume of new Memberstack signups is too high for anyone to keep bexio accounts updated by hand, leading to missing contact data — automating both apps means every subscriber record is captured and organized instantly without manual data entry errors.
🤝
Account executives
You own the client relationship after signups occur and depend on administrative handoffs to create bexio profiles, but details often get delayed — automating both apps means your client profiles are ready the moment a member registers.
🗂️
Operations administrators
You need a reliable history of all membership activities and keep finding audit gaps between authentication records and accounting software — connecting these apps means every transaction and user profile syncs seamlessly with zero missing entries.
Our team

Ready Workflows 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 bexio + Memberstack

Build and manage your bexio + Memberstack 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 + Memberstack 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect bexio to Memberstack?
Frequently Asked Questions
You can connect bexio to Memberstack in 1-click using ready templates on Integrately or by asking Integrately AI to build your automation. It links member signups directly to your accounting records with zero coding required.
Can I automatically create bexio contacts when a new member registers in Memberstack?
Frequently Asked Questions
Can I connect bexio, Memberstack, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Memberstack?
Frequently Asked Questions
How are new Memberstack subscriptions handled in bexio?
Frequently Asked Questions
Can I update existing bexio records when Memberstack profiles change?
Frequently Asked Questions
Do I need coding skills to automate bexio and Memberstack?
Frequently Asked Questions
Is the bexio and Memberstack integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect bexio or Memberstack With 1500+ Other Apps

bexio
Popular bexio Integrations
Connect bexio with accounting, payroll, and invoicing tools to manage your Swiss business finances efficiently.
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Memberstack
Popular Memberstack Integrations
Sync Memberstack with authentication, CRM, and marketing platforms to deliver personalised user experiences.