bexio + Zendesk Integration

Integrate bexio to Zendesk in one click, or tell Integrately AI how you want each invoice handled. Create tickets, update accounts, alert your team, and track follow-ups automatically.

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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
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready Workflows Ready Workflows for bexio + Zendesk Integration

Create tickets, organise client accounts, keep records updated, alert your support team, and track follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Zendesk + bexio Integration

Create bexio contact from new Zendesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in bexio. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - bexio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in bexio.

This makes it easy to keep track of your support tickets and contacts in one place.
See more
  • 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 + Zendesk flow

Sync your core data to CRMs, team chat, and spreadsheets to keep every department aligned. Pick a combination and activate it in one click.

bexio
Zendesk
+
HubSpotHubSpot (8)
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SlackSlack (8)
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ShopifyShopify (8)
+
StripeStripe (8)
+
AsanaAsana (8)
+
Google DriveGoogle Drive (8)
B
Z
H
Create a Zendesk ticket and HubSpot contact from every new bexio invoice
New bexio invoices instantly generate a Zendesk ticket and a HubSpot contact, ensuring your support and sales teams stay aligned.
B
Z
H
Notify HubSpot and create a Zendesk ticket whenever a new person is updated in bexio
Updated bexio client profiles trigger a Zendesk ticket and update HubSpot records automatically.
Z
B
H
When a Zendesk ticket is updated, update the matching project in bexio and log it in HubSpot
Ticket updates in Zendesk reflect directly on your bexio projects and log activity in HubSpot.
B
Z
H
Create a HubSpot deal and a Zendesk ticket whenever a new order is created in bexio
New bexio orders automatically open a Zendesk ticket and create a deal in HubSpot.
B
Z
H
If a bexio invoice is created, create a Zendesk ticket and update the HubSpot company
New bexio invoices route support tickets and update company records in HubSpot based on your accounts.
Z
B
H
When a Zendesk ticket is solved, update the bexio project status and log the resolution in HubSpot
Solved Zendesk tickets update bexio project statuses and record success notes in HubSpot.
C
B
Z
H
Use ChatGPT to summarize every new bexio invoice, create a Zendesk ticket, and save notes in HubSpot
ChatGPT summarizes new bexio invoices before creating a Zendesk ticket and saving notes in HubSpot.
Z
B
H
Turn every solved Zendesk ticket into a bexio project and create a follow-up task in HubSpot
Solved Zendesk tickets spawn bexio projects and open follow-up tasks in HubSpot automatically.

Supported triggers and actions for bexio and Zendesk

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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Zendesk
Zendesk Triggers & Actions
Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
Try it โ†’
Search group in Zendesk
Searches for a group
Try it โ†’

What can you automate with bexio + Zendesk?

Connect your accounting and customer support operations to eliminate double-entry and respond to clients faster.

What you can automate?
๐Ÿ”„
Sync invoices and support tickets instantly
Create a Zendesk ticket automatically whenever an invoice is created in bexio. Ensure your support team has billing context the moment a charge goes through.
๐Ÿ“‹
Capture every submitted field and detail
Map custom fields, customer names, and contact details from bexio into Zendesk tickets without manual re-typing. Your support records remain comprehensive.
๐Ÿ””
Alert the right team member immediately
Notify assigned agents in your messaging channels the second a high-priority ticket or invoice is generated. Keep response times short.
๐Ÿ”€
Route workflows based on ticket attributes
Trigger different actions depending on ticket priority, company tier, or invoice status submitted by your clients. Send urgent requests to specialized queues.
โฑ๏ธ
Keep customer records updated as things change
Automatically update bexio projects whenever Zendesk tickets are updated or solved. Maintain accurate tracking across both platforms.
๐Ÿ‘ฅ
Prevent duplicate contacts and records
Search existing databases before creating new users or companies in bexio and Zendesk. Keep your customer directory clean and unified.
๐Ÿงพ
Manage later status changes and resolutions
Update project statuses in bexio when support tickets are marked solved in Zendesk. Close the loop between support and project delivery.
๐Ÿ”Œ
Extend your flow with Slack or CRM tools
Connect bexio and Zendesk to Slack, HubSpot, or Google Drive for advanced multi-step automations. Coordinate your entire tech stack.
And much more...

Who is bexio + Zendesk integration for?

Automating bexio and Zendesk helps support managers, accountants, and operations teams keep client data synchronized, resolve tickets faster, and eliminate manual data entry.

Finance managers
Finance managers
Support team leads
Support team leads
Client success directors
Client success directors
Operations coordinators
Operations coordinators
Account executives
Account executives
Business administrators
Business administrators
๐Ÿ“ˆ
Finance managers
You review financial reports and billing metrics every week, but your support logs and accounting records are managed in separate systems, so revenue insights are always delayed โ€” with this integration, every new invoice creates a tracked ticket instantly and your financial overview stays current.
โšก
Support team leads
๐Ÿค
Client success directors
๐Ÿ“Š
Operations coordinators
๐Ÿ’ผ
Account executives
๐Ÿ—‚๏ธ
Business administrators
Our team

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Why choose Integrately to automate bexio + Zendesk

Build and manage your bexio + Zendesk 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 + Zendesk 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?

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Select a trigger from Google Sheets
2
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Automation is ready
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Frequently Asked Questions

How do I connect bexio to Zendesk?
Frequently Asked Questions
You can connect bexio to Zendesk in one click using ready-made flows on Integrately. Choose a template or ask Integrately AI to set up your custom integration alongside tools like Slack and Google Drive.
Can I automatically create a Zendesk ticket when a bexio invoice is created?
Frequently Asked Questions
Can I connect bexio, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Zendesk?
Frequently Asked Questions
How does bexio data sync with Zendesk tickets?
Frequently Asked Questions
Can I update bexio projects when Zendesk tickets are solved?
Frequently Asked Questions
Do I need coding skills to automate bexio and Zendesk?
Frequently Asked Questions
Is the bexio and Zendesk integration free?
Frequently Asked Questions
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