

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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Ready 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.
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.


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Pipedrive (5)
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Salesforce (4)
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HubSpot (4)
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Slack (4)
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Stripe (4)
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Gmail (4)
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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.
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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.
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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.
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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.
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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 Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → 
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
Try it → Person is created or updated in bexio
Triggers the automation when a person is created or updated
Try it → Company is created or updated in bexio
Triggers the automation when a company is created or updated
Try it → What can you automate with bexio + Process Street?
Streamline your Swiss accounting and operational workflows with automated triggers and actions.
🔄
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.
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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
Sales executives
Client success leads
Operations specialists
Service coordinators
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.

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
Connect Process Street + bexio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Process Street + bexio Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect bexio to Process Street?
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?
Can I connect bexio, Process Street, and Slack?
What is a good Zapier alternative for bexio and Process Street?
How does bexio handle new invoice triggers in automation?
How are Process Street workflow runs managed during integration?
Can I automate my workflows without coding knowledge?
Is the bexio and Process Street integration free?
Didn't find the answer you were looking for?
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?
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