Process Street + bexio Integration

Integrate bexio to Process Street in one click, or tell Integrately AI how you want each invoice handled. Run workflows, track tasks, update projects, and trigger team alerts automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Process Street
    Data Set record is deleted in Process Street Instant
  • Process Street
    Data Set record is updated in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Task is ready in Process Street Instant
  • Process Street
    Workflow run is created in Process Street Instant
  • Process Street
    Workflow run is completed in Process Street Instant
  • Process Street
    Task is checked/unchecked in Process Street 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
Arrow Right
2.
  • Process Street
    List Tasks in Process Street
  • Process Street
    Delete Data Set Record in Process Street
  • Process Street
    Create Data Set Record in Process Street
  • Process Street
    Delete Comment in Process Street
  • Process Street
    Update Comment in Process Street
  • Process Street
    Create Task Comment in Process Street
  • Process Street
    List Comments in Process Street
  • Process Street
    Update Task in Process Street
  • Process Street
    Approve or Reject Task in Process Street
  • Process Street
    List Run Workflow Approvals in Process Street
  • Process Street
    List Task Assignees in Process Street
  • Process Street
    Unassign Task from User in Process Street
  • Process Street
    Assign Task to User in Process Street
  • Process Street
    Update Run workflow in Process Street
  • Process Street
    Search Run Workflows in Process Street
  • Process Street
    List Run Workflow Assignees in Process Street
  • Process Street
    Unassign User from Run Workflow in Process Street
  • Process Street
    Assign User to Run Workflow in Process Street
  • Process Street
    Run workflow in Process Street
  • 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 WorkflowsReady Workflows   for Process Street + bexio Integration

Create workflow runs from new invoices, track tasks, update projects, and notify team members, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your bexio + Process Street flow

Send invoice details to your CRM, notify support channels, and trigger follow-up emails automatically. Pick a combination and activate it in one click.

Process Street
bexio
+
PipedrivePipedrive (5)
+
SalesforceSalesforce (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
GmailGmail (4)
B
P
P
Create a Pipedrive deal from every new bexio invoice, and trigger a Process Street workflow
New bexio invoices create Pipedrive deals and start Process Street workflows instantly without manual data transfer.
B
P
P
Alert your sales team in Pipedrive when a bexio invoice is created, and start a Process Street workflow
Sales reps receive Pipedrive activities immediately while Process Street handles the internal workflow steps.
B
P
P
When a bexio project is created, update the Pipedrive deal stage and update the Process Street task
Project updates in bexio advance your Pipedrive deal stage and keep Process Street tasks current.
B
P
P
If a bexio invoice is high value, create a priority Pipedrive deal and start a Process Street workflow
High-value invoices automatically generate priority Pipedrive deals and expedited Process Street workflows.
B
P
P
G
Turn every new bexio invoice into a Pipedrive deal, run a Process Street workflow, and send a confirmation email in Gmail
Invoices trigger Pipedrive deals, Process Street workflows, and direct client emails in Gmail automatically.

Supported triggers and actions for Process Street and bexio

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
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Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
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Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
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Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
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Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
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List Tasks in Process Street
Retrieve tasks for a workflow or run workflow.
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Delete Data Set Record in Process Street
Delete a data set record by ID.
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Create Data Set Record in Process Street
Create a new record in a data set.
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Delete Comment in Process Street
Delete an existing comment.
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Update Comment in Process Street
Update an existing comment.
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Create Task Comment in Process Street
Create a new comment on a task.
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List Comments in Process Street
Retrieve comments for a task or run workflow context.
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Update Task in Process Street
Update task fields and status.
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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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Unassign Task from User in Process Street
Remove a user assignment from a task.
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Assign Task to User in Process Street
Assign a user to a task.
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Update Run workflow in Process Street
Update details of an existing run workflow.
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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
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Unassign User from Run Workflow in Process Street
Remove a user assignment from a run workflow.
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Assign User to Run Workflow in Process Street
Assign a user to a run workflow.
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Run workflow in Process Street
Runs a workflow
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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
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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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What can you automate with bexio + Process Street?

Streamline your Swiss accounting and operational workflows with automated triggers and actions.

What you can automate?
🔄
Create workflow runs from new invoices
Trigger a Process Street workflow run automatically the moment a new invoice is created in bexio. Eliminate manual handoffs between accounting and operations.
📋
Capture every submitted invoice and project field
Map all available bexio order, quote, and person details directly into your Process Street tasks. Ensure complete operational context for every job.
🔔
Notify the right team member instantly
Send immediate alerts when bexio milestones are reached, ensuring your staff knows when to act on new orders and invoices.
🔀
Route workflows based on submitted order values
Execute different Process Street workflows depending on whether a bexio invoice or order meets specific financial thresholds.
📈
Keep operational workflows updated as projects change
Automatically update task statuses in Process Street whenever corresponding projects or invoices are updated in bexio.
🔍
Search and update existing records without duplicates
Look up existing people, projects, and companies in bexio before creating new records, keeping your workspace clean and organised.
Handle later status changes like payments and completions
Trigger downstream workflow actions when invoices are issued, orders are updated, or project milestones are reached.
💬
Extend your workflow to team messaging apps
Connect bexio and Process Street with Slack to announce new orders, share invoice updates, and keep everyone aligned.
And much more...

Who is bexio + Process Street integration for?

Accounting teams, project managers, and operations leaders eliminate manual data handoffs between financial records and repeatable business workflows.

Finance managers
Finance managers
Sales executives
Sales executives
Client success leads
Client success leads
Operations specialists
Operations specialists
Service coordinators
Service coordinators
Compliance auditors
Compliance auditors
📊
Finance managers
You're reviewing bexio invoices and tracking project costs by hand, but your records fall behind when multiple sales come in at once — automating both apps means every new invoice triggers a Process Street workflow instantly and your financial pipeline stays accurate.
Sales executives
You need to act on new bexio orders immediately, but manual handoffs leave you finding out about client sign-ups hours later — automating both apps means every new order starts a Process Street workflow instantly and your team engages clients without delay.
🤝
Client success leads
You answer to clients who expect immediate onboarding progress after paying their bexio invoice, but tracking steps manually causes delays — automating both apps means every new invoice triggers a Process Street workflow instantly and client onboarding starts right away.
📈
Operations specialists
The volume of bexio quotes and orders is too high for anyone to keep up by hand, leading to missed operational steps — automating both apps means every new transaction triggers a Process Street workflow instantly and nothing slips through the cracks.
⚙️
Service coordinators
You own the project execution phase and depend on someone upstream to hand over bexio project details manually — automating both apps means every new project starts a Process Street workflow instantly and your team picks up the work without waiting.
📁
Compliance auditors
You need a reliable audit history for every invoice and project, but manual logging leaves recurring gaps in your records — automating both apps means every bexio event logs into Process Street instantly and your documentation remains complete.
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 Process Street + bexio

Build and manage your Process Street + 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 Process Street + 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
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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 Process Street?
Frequently Asked Questions
You can connect bexio to Process Street instantly using 1-click automations on Integrately. Start with ready-made workflows or ask Integrately AI to build custom sequences linking bexio and Process Street with apps like Pipedrive, Salesforce, and Slack.
Can I automatically create a Process Street workflow run when a bexio invoice is created?
Frequently Asked Questions
Can I connect bexio, Process Street, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Process Street?
Frequently Asked Questions
How does bexio handle new invoice triggers in automation?
Frequently Asked Questions
How are Process Street workflow runs managed during integration?
Frequently Asked Questions
Can I automate my workflows without coding knowledge?
Frequently Asked Questions
Is the bexio and Process Street integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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