bexio + Twist Integration

Integrate bexio to Twist in one click, or tell Integrately AI how you want each invoice handled. Create invoices, track projects, notify your team in Twist threads, and follow up 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
  • Twist
    Message is posted in conversation in Twist Instant
  • Twist
    Comment is posted in thread in Twist Instant
  • Twist
    Thread is added to channel in Twist 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
  • Twist
    Add message in Twist
  • Twist
    Get message by ID in Twist
  • Twist
    Add thread in Twist
  • Twist
    Get comment by ID in Twist
  • Twist
    Search thread in Twist
  • Twist
    Get thread by ID in Twist
  • Twist
    Add comment in Twist
  • Twist
    Get user by ID in Twist

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Ready Workflows Ready Workflows for bexio + Twist Integration

Notify your team about new invoices, track project updates, post project details in channels, and keep discussions on topic, all in just one click.

Most popular automationsmost-popular-automations
  • 1of1
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Connect more apps to your bexio + Twist flow

Sync financial records with CRMs, messaging platforms, and task managers to keep your entire team aligned. Pick a combination and activate it in one click.

bexio
Twist
+
PipedrivePipedrive (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
AsanaAsana (3)
B
P
T
When a person is created or updated in bexio, create a deal in Pipedrive and post a message in Twist
New bexio contacts instantly update your Pipedrive pipeline and notify your team in Twist without manual data entry.
B
P
T
When an invoice is created in bexio, create a deal in Pipedrive and post a thread in Twist
Bexio invoices automatically trigger Pipedrive deals and start a dedicated discussion thread in Twist.
B
P
T
When a project is created in bexio, create an organization in Pipedrive and notify your team in Twist
New bexio projects populate Pipedrive organizations and send an instant update to your Twist channel.

Supported triggers and actions for bexio and Twist

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
Try it โ†’
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
Try it โ†’
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
Try it โ†’
Create sales order in bexio
Generates a new sales order with pre-filled details
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Twist
Twist Triggers & Actions
Instant
Message is posted in conversation in Twist
Triggers the automation when a new message is posted in a conversation
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Instant
Comment is posted in thread in Twist
Triggers the automation when a new comment is posted in an existing thread
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Instant
Thread is added to channel in Twist
Triggers the automation when a new thread is added to a channel
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Add message in Twist
Creates a new message in the particular channel
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Get message by ID in Twist
Retrieves a message using its id
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Add thread in Twist
Adds a new thread to the discussion forum
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Get comment by ID in Twist
Retrieves a comment using its id
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Search thread in Twist
Searches for a thread
Try it โ†’
Get thread by ID in Twist
Retrieves a thread based on its id
Try it โ†’
Add comment in Twist
Adds a comment to a conversation
Try it โ†’
Get user by ID in Twist
Retrieves user information using their id
Try it โ†’

What can you automate with bexio + Twist?

Streamline your Swiss accounting operations and team discussions with powerful automated workflows.

What you can automate?
๐Ÿงพ
Sync bexio invoices directly to team channels
Post instant notifications in Twist whenever a new invoice or financial document is created in bexio. Keep your entire team informed without switching tabs.
๐Ÿ‘ค
Capture every client detail effortlessly
Automatically sync person and company records between bexio and your messaging workflows. Eliminate manual copying and keep contact databases accurate.
๐Ÿ’ฌ
Alert the right people immediately
Trigger targeted Twist messages and threads the moment orders, invoices, or projects are updated in bexio. Ensure fast internal communication.
๐Ÿ—‚๏ธ
Route records based on document fields
Send specific notifications or tasks to different team channels depending on invoice values or project types submitted in bexio.
๐Ÿ”„
Keep records updated across your stack
Automatically reflect person creations and updates across your connected business tools the second changes occur in bexio.
๐Ÿ“‹
Create organized project workspaces
Turn new bexio projects into structured follow-up tasks and collaborative discussions without manual oversight.
๐Ÿ“Š
Track financial milestones in real time
Monitor order creations, quote approvals, and invoice issuances with automated status alerts sent straight to your team.
๐Ÿ”—
Extend your workflow to external apps
Connect bexio and Twist with tools like HubSpot or Asana to build multi-step operational pipelines that run on autopilot.
And much more...

Who is bexio + Twist integration for?

Swiss small business teams and finance professionals who need seamless accounting workflows and organized communication without manual data entry.

Financial Controllers
Financial Controllers
Sales Managers
Sales Managers
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Project Managers
Project Managers
Administrative Leads
Administrative Leads
๐Ÿ“ˆ
Financial Controllers
You review accounting reports and billing logs, but data gets delayed when invoices are entered by hand, so your monthly figures are always out of date โ€” this integration means every new invoice updates your records instantly and your financial visibility stays current.
โšก
Sales Managers
You need to act fast on new client orders and contact updates, but you find out about closed sales hours too late, so deal momentum stalls โ€” automating both apps means every order notification lands in your team channels instantly and follow-ups happen without delay.
๐Ÿค
Client Success Leads
You answer to external stakeholders who want to see project progress, but tracking details live scattered across separate tools, so updates are hard to compile โ€” this integration means project milestones sync automatically and your clients stay informed of every development.
๐Ÿ“ฆ
Operations Directors
The volume of daily orders and project creations is too high for anyone to keep up by hand, so manual errors slip into your pipeline records โ€” connecting these apps means routine administrative tasks run autonomously and operational accuracy remains high.
๐Ÿ‘ฅ
Project Managers
You own project execution and depend on accounting to hand over new client projects, but handoffs get lost in email threads, so kickoff work gets delayed โ€” automating both apps means project records transfer instantly and your delivery team starts work right away.
๐Ÿ—‚๏ธ
Administrative Leads
You need a reliable history of client contacts and invoices, but you keep finding gaps in your database due to skipped manual entry โ€” integrating these apps means every record logs correctly and your historical database stays complete and audit-ready.
Our team

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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 + Twist

Build and manage your bexio + Twist 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 + Twist 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 โ€” 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 Twist?
Frequently Asked Questions
You can connect bexio to Twist in just 1 click using ready-made workflows or by asking Integrately AI to set up your custom integration alongside tools like Pipedrive, HubSpot, and Asana.
Can I automatically send bexio invoice notifications to Twist channels?
Frequently Asked Questions
Can I connect bexio, Twist, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Twist?
Frequently Asked Questions
How are new person records handled between bexio and Twist?
Frequently Asked Questions
Can Twist comments be added automatically from bexio project updates?
Frequently Asked Questions
Do I need coding skills to automate bexio and Twist?
Frequently Asked Questions
Is the bexio and Twist integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect bexio or Twist With 1500+ Other Apps

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Twist
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