Monday.com + bexio Integration

Integrate bexio to Monday.com in one click, or tell Integrately AI how you want each invoice handled. Track project tasks, update item statuses, alert your team, and trigger follow-ups automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • 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.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • 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 + Monday.com Integration

Track projects, organise invoices, keep boards updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
bexio + Monday.com Integration

Create Monday.com item for new bexio contact

bexio and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in bexio, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Activate
  • 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 + Monday.com flow

Connect additional accounting, messaging, and CRM tools to handle follow-up actions after your core integration runs. Pick a combination and activate it in one click.

Monday.com
bexio
+
QuickBooks OnlineQuickBooks Online (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
Q
B
M
Create a bexio invoice for every QuickBooks Online customer, and add a matching item in Monday.com
New QuickBooks Online customers appear as bexio invoices and populate a Monday.com item instantly, eliminating manual data re-entry.
B
Q
M
When a bexio invoice is created, update QuickBooks Online and create a subitem in Monday.com
Keep your accounting platform and project boards updated automatically whenever a new invoice is generated in bexio.
Q
B
M
If a QuickBooks Online invoice is paid, update the bexio invoice and mark the Monday.com item as done
Paid QuickBooks Online invoices trigger status updates in bexio and Monday.com so project teams see financial clearance immediately.
Q
B
M
Use ChatGPT to summarise QuickBooks Online payment notes, log the summary in bexio, and update Monday.com
AI analyses payment notes from QuickBooks Online, logs structured summaries in bexio, and updates the task board in Monday.com.

Supported triggers and actions for Monday.com and bexio

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it →
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
Try it →
Get subitem by id in Monday.com
Try it →
Create item in Monday.com
Generates a new item
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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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
Try it →
Create sales quote in bexio
Generates a new sales quote
Try it →
Create sales order in bexio
Generates a new sales order with pre-filled details
Try it →

What can you automate with bexio + Monday.com?

Streamline your Swiss business operations by connecting accounting workflows directly to project execution boards.

What you can automate?
🔄
Sync bexio invoices and Monday.com items automatically
Trigger project tracking items in Monday.com the moment new invoices, quotes, or orders are created in bexio. Eliminate manual data transfer between your accounting and task management platforms.
📋
Capture comprehensive project and client fields
Map all available bexio company, person, and project details straight into your Monday.com board columns instead of basic names. Ensure your team has full context for every task.
🔔
Alert team members the moment milestones happen
Notify your staff instantly in Slack or via Gmail whenever new invoices are issued, quotes are accepted, or project statuses change. Keep stakeholders informed without manual check-ins.
🔀
Route tasks based on order value or client tier
Apply conditional logic to direct high-value bexio orders to priority Monday.com groups or executive channels while routing standard orders to regular workflows.
🔄
Keep project boards updated as records change
Reflect updates made to bexio contacts, projects, or orders directly onto your Monday.com boards in real time. Maintain consistent data integrity across your entire business stack.
🔍
Search and update existing records cleanly
Check for existing projects or client records before creating entries in bexio or Monday.com, preventing duplicate items and keeping your databases pristine.
⚡
Handle payment and status changes automatically
Take action when invoices are paid, quotes are accepted, or project stages shift. Move items across groups and update financial ledgers without manual oversight.
🌐
Extend your workflow to trusted business tools
Connect your core bexio and Monday.com setup with Slack, QuickBooks Online, HubSpot, Stripe, Google Drive, or Gmail to build powerful multi-step operational pipelines.
And much more...

Who is bexio + Monday.com integration for?

Operations managers, finance administrators, and project leaders in Swiss service businesses use this integration to keep billing and project execution fully synchronised.

Finance Administrators
Finance Administrators
Operations Managers
Operations Managers
Client Delivery Teams
Client Delivery Teams
Agency Directors
Agency Directors
Project Coordinators
Project Coordinators
Business Owners
Business Owners
📈
Finance Administrators
You manage accounting records in bexio but struggle to reconcile billing milestones with active project boards in Monday.com, leaving your financial dashboards perpetually outdated — with this integration, every invoice and payment syncs instantly and your numbers remain accurate.
⚡
Operations Managers
You need to initiate project boards the moment a new client order or invoice is generated in bexio, but manual handoffs cause costly operational delays — automating both apps means every new order creates a tracking item immediately so execution starts without friction.
🤝
Client Delivery Teams
You answer to stakeholders who expect real-time visibility into project progression, but manual status updates between accounting and project tools are easily forgotten — connecting these apps means project boards update automatically when billing events occur.
📊
Agency Directors
Your firm handles a high volume of client orders and invoices daily, making manual record-keeping across bexio and Monday.com unsustainable and prone to errors — with this integration, high transaction volumes flow effortlessly between systems without manual intervention.
⏱️
Project Coordinators
You own task delivery and depend on finance teams to notify you when quotes are accepted or invoices are issued in bexio, leading to wasted waiting time — automating this workflow means project items appear on your board the second billing milestones are reached.
🔍
Business Owners
You rely on complete historical data across your accounting and project management stacks, but manual entry frequently leaves gaps in your client records — connecting these apps ensures every bexio record and Monday.com task stays perfectly matched.
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Why choose Integrately to automate Monday.com + bexio

Build and manage your Monday.com + 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 Monday.com + 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 — 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.
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How Integrately Works?

1
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2
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Setup an action from Trello
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Frequently Asked Questions

How do I connect bexio to Monday.com?
Frequently Asked Questions
You can connect bexio to Monday.com in 1 click using ready workflows or ask Integrately AI to build the automation and map the fields. Pair it with tools like Slack, QuickBooks Online, and HubSpot.
Can I automatically create Monday.com items when a new invoice is created in bexio?
Frequently Asked Questions
Can I connect bexio, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Monday.com?
Frequently Asked Questions
How does bexio handle invoice and contact data during automation?
Frequently Asked Questions
How does Monday.com receive updates from bexio?
Frequently Asked Questions
Can I automate bexio and Monday.com without coding?
Frequently Asked Questions
Is the bexio and Monday.com integration free?
Frequently Asked Questions
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Sync Monday.com with project tracking, reporting, and collaboration tools to keep teamwork efficient.
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