bexio + Sendy Integration

Integrate bexio to Sendy in one click, or tell Integrately AI how you want each contact handled. Add or update subscribers, sync customer data, update your lists, and trigger targeted campaigns automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Sendy
    Campaign is sent in Sendy Instant
  • Sendy
    Subscriber has unsubscribed in Sendy Instant
  • Sendy
    Subscriber is subscribed in Sendy Instant
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
  • Sendy
    Create Campaign in Sendy
  • Sendy
    Get Subscriber Status in Sendy
  • Sendy
    Delete Subscriber From List in Sendy
  • Sendy
    Unsubscribe Email in Sendy
  • Sendy
    Add / Update Subscriber in Sendy

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Ready Workflows Ready Workflows for bexio + Sendy Integration

Add new contacts, sync customer updates, manage newsletter lists, trigger campaigns, and keep subscriber data aligned, all in just one click.

Most popular automationsmost-popular-automations
Sendy + bexio Integration

Create bexio contact for new Sendy contact

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 Sendy contact 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 + Sendy Integration

Create Sendy contact for new bexio contact

If you're using bexio to manage your sales leads, it's important to also use Sendy 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 contact will automatically be created in Sendy.

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 + Sendy flow

Capture customer details from sales channels, notify your team when subscribers join, and keep your financial records and newsletters fully aligned. Pick a combination and activate it in one click.

bexio
Sendy
+
ShopifyShopify (4)
+
WooCommerceWooCommerce (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
Google SheetsGoogle Sheets (4)
S
B
S
Create a bexio person for every new Shopify order, and add them as a subscriber in Sendy
Shopify customer details flow straight into bexio as a new person and update your Sendy subscriber list instantly. No manual data entry, no missing contacts.
S
B
S
When a Shopify product is created, update the product catalog in bexio and notify your marketing team in Slack
New Shopify products update your bexio catalog immediately and alert your team, keeping store data and accounting aligned.
S
B
S
If a Shopify order value exceeds your threshold, create an invoice in bexio and add the customer to Sendy
High-value Shopify orders automatically generate a bexio invoice and subscribe the buyer to your VIP list in Sendy.
S
C
B
S
Use ChatGPT to summarise Shopify order feedback, save the note in bexio, and update the subscriber in Sendy
Customer order notes are analysed by ChatGPT before updating bexio records and refreshing your Sendy subscriber tags.

Supported triggers and actions for bexio and Sendy

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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Sendy
Sendy Triggers & Actions
Instant
Campaign is sent in Sendy
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Instant
Subscriber has unsubscribed in Sendy
Triggers the automation when a subscriber unsubscribes from a particular mailing list
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Instant
Subscriber is subscribed in Sendy
Triggers the automation when a subscriber is subscribed in Sendy
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Create Campaign in Sendy
Set up a new marketing campaign
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Get Subscriber Status in Sendy
Retrieve the status of a subscriber in sendy
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Delete Subscriber From List in Sendy
Remove a subscriber from a email list
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Unsubscribe Email in Sendy
Removes email address from mailing list
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Add / Update Subscriber in Sendy
Manage and maintain a list of subscribers with the ability to add or update their information
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What can you automate with bexio + Sendy?

Discover the core automation flows that bridge your Swiss accounting data and newsletter subscriber lists seamlessly.

What you can automate?
🔄
Sync bexio contacts to Sendy automatically
Whenever a new person or company is created in bexio, your Sendy newsletter subscriber list updates instantly. Eliminate duplicate data entry across your Swiss accounting and email marketing tools.
📋
Capture every submitted field and detail
Map complete client information from bexio invoices and quotes into Sendy custom fields instead of just names and emails. Your subscriber lists become a more useful source for targeted campaigns.
🔔
Alert your team when subscribers join
Notify your marketing or sales channels the moment a new subscriber is added from bexio. Keep your entire team informed of new audience growth without checking dashboards manually.
🔀
Route subscribers based on submitted criteria
Send contacts to different Sendy lists depending on specific bexio company tags or order values. Ensure your audience receives tailored newsletters suited to their purchases.
📝
Keep subscriber details up to date as records change
When customer information is updated in bexio, your Sendy subscriber profiles reflect the changes immediately. Maintain clean contact data across your entire tech stack.
🚫
Add or update instead of creating duplicates
Prevent duplicate subscriber records in Sendy by checking existing emails before creating new entries from bexio person records. Keep your database clean and efficient.
Handle unsubscriptions and status changes
When a subscriber opts out in Sendy, automatically update their contact status or project notes in bexio. Ensure compliance and keep communication preferences synchronised.
🔌
Extend flows to popular supporting tools
Connect your bexio and Sendy workflow with Shopify, Stripe, or Google Sheets to build multi-app pipelines. Trigger invoicing, payments, and newsletter updates from a single event.
And much more...

Who is bexio + Sendy integration for?

Connecting bexio and Sendy helps Swiss businesses and marketers automate subscriber list management, eliminate manual contact entry, and keep customer communications perfectly aligned with accounting data.

Finance Managers
Finance Managers
Marketing Directors
Marketing Directors
Account Executives
Account Executives
E-commerce Store Owners
E-commerce Store Owners
Customer Success Leads
Customer Success Leads
Operations Specialists
Operations Specialists
📈
Finance Managers
You review financial reports and subscriber growth metrics, but your mailing lists and accounting databases are maintained separately, so revenue and subscriber counts never match up — with this integration, every new contact syncs instantly and your numbers stay current.
Marketing Directors
You need to launch targeted campaigns for new clients immediately, but manual export delays leave new buyers waiting days for their welcome emails — this integration means every new bexio person is added to Sendy the second they are registered.
🤝
Account Executives
You answer to clients who expect their project onboarding emails and invoicing details to arrive simultaneously, but disconnected tools cause embarrassing communication gaps — connecting these apps means customer updates trigger subscriber actions without delay.
📦
E-commerce Store Owners
The volume of new customer orders is too high for anyone to keep up by hand, leading to missing newsletter subscribers and outdated customer records — automating both apps means every store buyer is subscribed and invoiced without manual intervention.
👥
Customer Success Leads
You own client onboarding and depend on your accounting team to hand over contact details before you can send welcome sequences, but manual handovers stall the process — this integration means customer creation flows directly into your newsletter platform.
🗂️
Operations Specialists
You need a reliable history of customer interactions across billing and marketing, but manual data transfers keep leaving gaps in your records — with this integration, every client action creates complete, synchronised 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 + Sendy

Build and manage your bexio + Sendy 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 + Sendy 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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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect bexio to Sendy?
Frequently Asked Questions
You can connect bexio to Sendy in 1 click using ready templates on Integrately. Link your accounts, choose a pre-built workflow, or ask Integrately AI to build custom automations connecting bexio, Sendy, and tools like Shopify, Stripe, and HubSpot.
Can I automatically add new bexio contacts to Sendy subscriber lists?
Frequently Asked Questions
Can I connect bexio, Sendy, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Sendy?
Frequently Asked Questions
How does bexio handle contact updates during automation?
Frequently Asked Questions
How does Sendy handle subscriber status changes?
Frequently Asked Questions
Do I need coding skills to automate bexio and Sendy?
Frequently Asked Questions
Is the bexio and Sendy integration free?
Frequently Asked Questions
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You Can Also Connect bexio or Sendy With 1500+ Other Apps

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Sendy
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Sync Sendy with analytics, lead capture, and support tools to optimize your newsletter campaigns and audience reach.
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