bexio + Signaturit Integration

Integrate bexio to Signaturit in one click, or tell Integrately AI how you want each invoice handled. Generate signature requests, track signing statuses, and update your records 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
  • Signaturit
    Document is signed in Signaturit 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
  • Signaturit
    Create a signature request in Signaturit
  • Signaturit
    Create a signature request from template in Signaturit
  • Signaturit
    Create a certified email in Signaturit
  • Signaturit
    Cancel a signature request in Signaturit
  • Signaturit
    Send a signature request reminder in Signaturit

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Ready WorkflowsReady Workflows   for bexio + Signaturit Integration

Send signature requests for new invoices, track completed documents, notify your team, and update project records, 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 + Signaturit flow

Log signed documents in your CRM, collect payments, and notify your team when contracts are finalised. Pick a combination and activate it in one click.

bexio
Signaturit
+
PipedrivePipedrive (6)
+
StripeStripe (6)
+
HubSpotHubSpot (6)
+
Google DriveGoogle Drive (6)
+
SlackSlack (6)
+
AsanaAsana (6)
B
S
P
Create a Signaturit signature request for every new bexio invoice, and add a deal in Pipedrive.
New bexio invoices instantly trigger a signature request in Signaturit and create a matching deal in Pipedrive without manual entry.
S
B
P
When a Signaturit document is signed, create a person in bexio and log a note in Pipedrive.
Signed documents in Signaturit automatically create a person profile in bexio and record the confirmation in Pipedrive.
S
B
P
When a Signaturit document is signed, update the bexio project status and advance the deal stage in Pipedrive.
Completed signatures in Signaturit trigger project updates in bexio and move Pipedrive deals forward automatically.
B
S
P
Create a Signaturit signature request for every new bexio quote, and open a follow-up activity in Pipedrive.
New bexio quotes generate automated Signaturit signature requests and set up tracking activities in Pipedrive.
S
C
B
P
Use Claude to review signed Signaturit documents, create a bexio invoice, and update the Pipedrive deal.
Claude extracts agreement details from signed Signaturit documents to create bexio invoices and update Pipedrive deals.
B
S
P
A
When a bexio order is created, send a Signaturit signature request, update Pipedrive, and create a task in Asana.
New bexio orders trigger Signaturit signature requests, update Pipedrive deals, and assign execution tasks in Asana.

Supported triggers and actions for bexio and Signaturit

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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Signaturit
Signaturit Triggers & Actions
Instant
Document is signed in Signaturit
Triggers the automation when a document is signed
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Create a signature request in Signaturit
Generates a request for a signature
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Create a signature request from template in Signaturit
Generates a signature request based on a predefined template
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Create a certified email in Signaturit
Creates a new certified email
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Cancel a signature request in Signaturit
Cancels a signature request
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Send a signature request reminder in Signaturit
Sends a signature request reminder
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What can you automate with bexio + Signaturit?

Streamline your document workflows and accounting operations by connecting bexio and Signaturit in powerful new ways.

What you can automate?
✍️
Trigger signature requests from bexio invoices
Generate a Signaturit signature request automatically the moment an invoice or quote is created in bexio. Eliminate manual paperwork dispatch and speed up your closing cycle.
📑
Capture every submitted agreement detail
Map signer details, timestamps, and custom form inputs directly into your bexio records. Ensure your accounting and client database capture complete information without re-typing.
🔔
Alert your team the moment documents sign
Send instant notifications to your sales or finance channel as soon as a Signaturit document is signed. Keep your entire team informed and ready to take the next operational step.
🔀
Route workflows based on submitted field values
Send standard signature requests or template-based agreements depending on the order value or client tier in bexio. Tailor your execution process to match specific business rules.
🔄
Keep project records updated in real time
Update project statuses, company profiles, and person records in bexio automatically when contracts are completed in Signaturit. Maintain absolute data consistency across platforms.
🛡️
Match existing records to prevent duplicates
Search and update existing bexio contacts and companies rather than creating duplicate entries when processing signed agreements. Keep your database clean and organized.
⏱️
Manage signature reminders and cancellations
Send automated signature reminders for pending documents or cancel requests directly when contract terms change in bexio. Maintain full control over your document pipeline.
💬
Extend your workflow to team messaging apps
Connect your core bexio and Signaturit flow with Slack to broadcast contract milestones and keep internal stakeholders fully aligned throughout the signing process.
And much more...

Who is bexio + Signaturit integration for?

Business owners, project managers, and finance teams across Switzerland use this integration to eliminate manual contract follow-ups and keep accounting and signing workflows perfectly synchronised.

Finance Managers
Finance Managers
Sales Executives
Sales Executives
Account Managers
Account Managers
Operations Teams
Operations Teams
Project Coordinators
Project Coordinators
Compliance Officers
Compliance Officers
📈
Finance Managers
You're reconciling invoice statuses in bexio but waiting on manual contract updates from Signaturit, so your financial reporting and cash flow projections are always lagging behind — this integration means every executed document instantly updates your accounting records and your financial data stays current.
Sales Executives
You need to dispatch quotes and proposals from bexio for signature immediately, but manual document creation causes frustrating delays that let hot leads go cold — automating both apps means signature requests go out the moment your quote is created and deals move forward without delay.
🤝
Account Managers
Your clients expect rapid contract turnaround and smooth onboarding, but coordinating document execution across systems creates unnecessary friction — with this integration, signed agreements automatically trigger project setups in bexio so client onboarding begins without manual handoffs.
🏭
Operations Teams
You handle high volumes of bexio orders that require signed authorisations, but keeping track of paperwork by hand leads to lost files and missed deadlines — connecting these apps means every order automatically triggers document execution and your operational pipeline runs smoothly.
📋
Project Coordinators
You depend on upstream sales teams to hand over signed contracts before initiating projects in bexio, but communication gaps stall your schedule — automating both apps means project records update the second a document is signed and your team can start delivery instantly.
🗂️
Compliance Officers
You need a flawless audit trail linking financial bexio records to legally binding Signaturit agreements, but manual archiving leaves dangerous gaps — this integration means every transaction and signed file matches perfectly and your compliance audits become completely seamless.
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 + Signaturit

Build and manage your bexio + Signaturit 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 + Signaturit 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 Signaturit?
Frequently Asked Questions
You can connect bexio to Signaturit in 1 click using Integrately. Simply choose a ready workflow or ask Integrately AI to build your custom automation connecting bexio, Signaturit, and tools like Slack or HubSpot.
Can I automatically create a Signaturit signature request when a bexio invoice is created?
Frequently Asked Questions
Can I connect bexio, Signaturit, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Signaturit?
Frequently Asked Questions
How does bexio data sync with Signaturit?
Frequently Asked Questions
Can I track signed Signaturit documents in bexio?
Frequently Asked Questions
Do I need coding skills to automate bexio and Signaturit?
Frequently Asked Questions
Is the bexio and Signaturit integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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Sync Signaturit with document storage, CRM, and communication platforms to accelerate agreement execution.