Integrations
Bexio
33 actions for Bexio.
Create Contact in Bexio#
Creates a new contact in Bexio with the specified fields.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioCreateContact
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Name 1 | Text | Yes | (empty) | Primary name (company name or last name for individuals). |
| Name 2 | Text | No | (empty) | Secondary name (first name for individuals). |
| Contact Type ID | Text | No | 2 | Contact type ID (1=Company, 2=Person). |
| Text | No | (empty) | Email address. | |
| Phone | Text | No | (empty) | Phone number. |
| Additional Fields | Object | No | — | Additional fields as JSON object. |
Outputs#
| Output | Type |
|---|---|
| Contact Id | Number |
| Contact Data | Object |
Use as an agent tool#
Tool name: bexio_create_contact
Create a new contact in Bexio
Create Invoice in Bexio#
Creates a new invoice in Bexio with the specified data.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioCreateInvoice
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Contact ID | Text | Yes | (empty) | The ID of the contact for this invoice. |
| Invoice Data | Object | Yes | — | Invoice details as JSON object (title, positions, etc.). |
Outputs#
| Output | Type |
|---|---|
| Invoice Id | Number |
| Invoice Data | Object |
Use as an agent tool#
Tool name: bexio_create_invoice
Create a new invoice in Bexio
Create Item in Bexio#
Creates a new item/article in Bexio with the specified data.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioCreateItem
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Item Data | Object | Yes | — | Item details as JSON object (intern_code, intern_name, etc.). |
Outputs#
| Output | Type |
|---|---|
| Item Id | Number |
| Item Data | Object |
Use as an agent tool#
Tool name: bexio_create_item
Create a new item/article in Bexio
Create Order in Bexio#
Creates a new order in Bexio with the specified data.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioCreateOrder
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Contact ID | Text | Yes | (empty) | The ID of the contact for this order. |
| Order Data | Object | Yes | — | Order details as JSON object (title, positions, etc.). |
Outputs#
| Output | Type |
|---|---|
| Order Id | Number |
| Order Data | Object |
Use as an agent tool#
Tool name: bexio_create_order
Create a new order in Bexio
Create Project in Bexio#
Creates a new project in Bexio with the specified data.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioCreateProject
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Project Name | Text | Yes | (empty) | Name of the project. |
| Project Data | Object | No | — | Additional project details as JSON object. |
Outputs#
| Output | Type |
|---|---|
| Project Id | Number |
| Project Data | Object |
Use as an agent tool#
Tool name: bexio_create_project
Create a new project in Bexio
Create Quote in Bexio#
Creates a new quote in Bexio with the specified data.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioCreateQuote
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Contact ID | Text | Yes | (empty) | The ID of the contact for this quote. |
| Quote Data | Object | Yes | — | Quote details as JSON object (title, positions, etc.). |
Outputs#
| Output | Type |
|---|---|
| Quote Id | Number |
| Quote Data | Object |
Use as an agent tool#
Tool name: bexio_create_quote
Create a new quote in Bexio
Delete Contact from Bexio#
Deletes a contact from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioDeleteContact
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Contact ID | Text | Yes | (empty) | The ID of the contact to delete. |
Outputs#
| Output | Type |
|---|---|
| Contact Id | Number |
| Success | Yes/No |
| Response Data | Object |
Use as an agent tool#
Tool name: bexio_delete_contact
Delete a contact from Bexio
Get Bexio Company Metadata#
Gets company metadata and configuration from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetCompanyMetadata
Outputs#
| Output | Type |
|---|---|
| Id | Any |
| Name | Text |
| Legal Form | Text |
| Country Id | Any |
| Vat Uid | Text |
| Metadata | Object |
Use as an agent tool#
Tool name: bexio_get_company_metadata
Get company metadata and configuration from Bexio
Get Contact from Bexio#
Gets a contact by ID from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetContact
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Contact ID | Text | Yes | (empty) | The ID of the contact to retrieve. |
Outputs#
| Output | Type |
|---|---|
| Contact Id | Number |
| Contact Data | Object |
Use as an agent tool#
Tool name: bexio_get_contact
Get a contact by ID from Bexio
Get Countries from Bexio#
Gets the list of countries from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetCountries
Outputs#
| Output | Type |
|---|---|
| Countries | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_get_countries
Get the list of countries from Bexio
Get Currencies from Bexio#
Gets the list of available currencies from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetCurrencies
Outputs#
| Output | Type |
|---|---|
| Currencies | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_get_currencies
Get the list of available currencies from Bexio
Get Invoice from Bexio#
Gets an invoice by ID from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetInvoice
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Invoice ID | Text | Yes | (empty) | The ID of the invoice to retrieve. |
Outputs#
| Output | Type |
|---|---|
| Invoice Id | Number |
| Invoice Data | Object |
Use as an agent tool#
Tool name: bexio_get_invoice
Get an invoice by ID from Bexio
Get Item from Bexio#
Gets an item/article by ID from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetItem
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Item ID | Text | Yes | (empty) | The ID of the item to retrieve. |
Outputs#
| Output | Type |
|---|---|
| Item Id | Number |
| Item Data | Object |
Use as an agent tool#
Tool name: bexio_get_item
Get an item/article by ID from Bexio
Get Languages from Bexio#
Gets the list of languages from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetLanguages
Outputs#
| Output | Type |
|---|---|
| Languages | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_get_languages
Get the list of languages from Bexio
Get Order from Bexio#
Gets an order by ID from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetOrder
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Order ID | Text | Yes | (empty) | The ID of the order to retrieve. |
Outputs#
| Output | Type |
|---|---|
| Order Id | Number |
| Order Data | Object |
Use as an agent tool#
Tool name: bexio_get_order
Get an order by ID from Bexio
Get Payment Types from Bexio#
Gets the list of payment types from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetPaymentTypes
Outputs#
| Output | Type |
|---|---|
| Payment Types | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_get_payment_types
Get the list of payment types from Bexio
Get Project from Bexio#
Gets a project by ID from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetProject
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Project ID | Text | Yes | (empty) | The ID of the project to retrieve. |
Outputs#
| Output | Type |
|---|---|
| Project Id | Number |
| Project Data | Object |
Use as an agent tool#
Tool name: bexio_get_project
Get a project by ID from Bexio
Get Quote from Bexio#
Gets a quote by ID from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetQuote
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Quote ID | Text | Yes | (empty) | The ID of the quote to retrieve. |
Outputs#
| Output | Type |
|---|---|
| Quote Id | Number |
| Quote Data | Object |
Use as an agent tool#
Tool name: bexio_get_quote
Get a quote by ID from Bexio
Get Units from Bexio#
Gets the list of units from Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioGetUnits
Outputs#
| Output | Type |
|---|---|
| Units | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_get_units
Get the list of units from Bexio
List Items in Bexio#
Lists all items/articles in Bexio with pagination.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioListItems
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Limit | Number | No | 100 | Maximum number of items to return (default: 100). |
| Offset | Number | No | 0 | Number of items to skip (default: 0). |
| Order By | Text | No | (empty) | Field to order results by. |
Outputs#
| Output | Type |
|---|---|
| Items | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_list_items
List all items/articles in Bexio
List Projects in Bexio#
Lists all projects in Bexio with pagination.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioListProjects
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Limit | Number | No | 100 | Maximum number of projects to return (default: 100). |
| Offset | Number | No | 0 | Number of projects to skip (default: 0). |
| Order By | Text | No | (empty) | Field to order results by. |
Outputs#
| Output | Type |
|---|---|
| Projects | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_list_projects
List all projects in Bexio
Mark Invoice as Sent in Bexio#
Marks an invoice as sent in Bexio without sending an email.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioMarkInvoiceSent
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Invoice ID | Text | Yes | (empty) | The ID of the invoice to mark as sent. |
Outputs#
| Output | Type |
|---|---|
| Invoice Id | Number |
| Success | Yes/No |
| Response Data | Object |
Use as an agent tool#
Tool name: bexio_mark_invoice_sent
Mark an invoice as sent in Bexio
Search Contacts in Bexio#
Searches for contacts in Bexio with optional filters.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioSearchContacts
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Search Query | Text | No | (empty) | Search query to filter contacts. |
| Limit | Number | No | 100 | Maximum number of contacts to return (default: 100). |
| Offset | Number | No | 0 | Number of contacts to skip (default: 0). |
| Order By | Text | No | (empty) | Field to order results by. |
Outputs#
| Output | Type |
|---|---|
| Contacts | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_search_contacts
Search for contacts in Bexio
Search Invoices in Bexio#
Searches for invoices in Bexio with optional filters.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioSearchInvoices
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Search Query | Text | No | (empty) | Search query to filter invoices. |
| Status | Text | No | (empty) | Filter by invoice status ID. |
| Limit | Number | No | 100 | Maximum number of invoices to return (default: 100). |
| Offset | Number | No | 0 | Number of invoices to skip (default: 0). |
| Order By | Text | No | (empty) | Field to order results by. |
Outputs#
| Output | Type |
|---|---|
| Invoices | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_search_invoices
Search for invoices in Bexio
Search Orders in Bexio#
Searches for orders in Bexio with optional filters.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioSearchOrders
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Search Query | Text | No | (empty) | Search query to filter orders. |
| Limit | Number | No | 100 | Maximum number of orders to return (default: 100). |
| Offset | Number | No | 0 | Number of orders to skip (default: 0). |
| Order By | Text | No | (empty) | Field to order results by. |
Outputs#
| Output | Type |
|---|---|
| Orders | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_search_orders
Search for orders in Bexio
Search Quotes in Bexio#
Searches for quotes in Bexio with optional filters.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioSearchQuotes
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Search Query | Text | No | (empty) | Search query to filter quotes. |
| Status | Text | No | (empty) | Filter by quote status ID. |
| Limit | Number | No | 100 | Maximum number of quotes to return (default: 100). |
| Offset | Number | No | 0 | Number of quotes to skip (default: 0). |
| Order By | Text | No | (empty) | Field to order results by. |
Outputs#
| Output | Type |
|---|---|
| Quotes | List |
| Total Count | Number |
Use as an agent tool#
Tool name: bexio_search_quotes
Search for quotes in Bexio
Send Invoice via Bexio#
Sends an invoice via email through Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioSendInvoice
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Invoice ID | Text | Yes | (empty) | The ID of the invoice to send. |
| Recipient Email | Text | Yes | (empty) | Email address to send the invoice to. |
| Email Subject | Text | Yes | (empty) | Subject line for the email. |
| Email Message | Text | Yes | (empty) | Body text for the email. |
Outputs#
| Output | Type |
|---|---|
| Invoice Id | Number |
| Success | Yes/No |
| Response Data | Object |
Use as an agent tool#
Tool name: bexio_send_invoice
Send an invoice via email through Bexio
Update Contact in Bexio#
Updates an existing contact in Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioUpdateContact
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Contact ID | Text | Yes | (empty) | The ID of the contact to update. |
| Contact Data | Object | Yes | — | Contact fields to update as JSON object. |
Outputs#
| Output | Type |
|---|---|
| Contact Id | Number |
| Contact Data | Object |
Use as an agent tool#
Tool name: bexio_update_contact
Update an existing contact in Bexio
Update Invoice in Bexio#
Updates an existing invoice in Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioUpdateInvoice
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Invoice ID | Text | Yes | (empty) | The ID of the invoice to update. |
| Invoice Data | Object | Yes | — | Invoice fields to update as JSON object. |
Outputs#
| Output | Type |
|---|---|
| Invoice Id | Number |
| Invoice Data | Object |
Use as an agent tool#
Tool name: bexio_update_invoice
Update an existing invoice in Bexio
Update Item in Bexio#
Updates an existing item/article in Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioUpdateItem
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Item ID | Text | Yes | (empty) | The ID of the item to update. |
| Item Data | Object | Yes | — | Item fields to update as JSON object. |
Outputs#
| Output | Type |
|---|---|
| Item Id | Number |
| Item Data | Object |
Use as an agent tool#
Tool name: bexio_update_item
Update an existing item/article in Bexio
Update Project in Bexio#
Updates an existing project in Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioUpdateProject
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Project ID | Text | Yes | (empty) | The ID of the project to update. |
| Project Data | Object | Yes | — | Project fields to update as JSON object. |
Outputs#
| Output | Type |
|---|---|
| Project Id | Number |
| Project Data | Object |
Use as an agent tool#
Tool name: bexio_update_project
Update an existing project in Bexio
Update Quote in Bexio#
Updates an existing quote in Bexio.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioUpdateQuote
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Quote ID | Text | Yes | (empty) | The ID of the quote to update. |
| Quote Data | Object | Yes | — | Quote fields to update as JSON object. |
Outputs#
| Output | Type |
|---|---|
| Quote Id | Number |
| Quote Data | Object |
Use as an agent tool#
Tool name: bexio_update_quote
Update an existing quote in Bexio
Verify Bexio Credentials#
Verifies Bexio credentials and connection.
Plans: Trial, Pro, Premium, Enterprise · Type: BexioVerifyCredentials
Outputs#
| Output | Type |
|---|---|
| Is Valid | Yes/No |
| Message | Text |
Use as an agent tool#
Tool name: bexio_verify_credentials
Verify Bexio credentials and connection