Pipedrive + bexio Integrations
Put Pipedrive + bexio to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Pipedrive and bexio
See the kind of workflows teams build with Pipedrive and bexio below — describe the exact one you want above and the Agent builds it on demand.
Pipedrive + bexio
When a new order is logged in bexio, sync order details to Pipedrive.
Turn closed deals into client invoices
When a deal is marked won in Pipedrive, automatically create an invoice in bexio so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in bexio, automatically update the deal stage in Pipedrive to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Pipedrive, automatically sync the customer record in bexio to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Pipedrive and bexio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Pipedrive and bexio
Everything Pipedrive and bexio can do inside a workflow — the triggers that start one and the actions that run when it fires.
Pipedrive Explore Pipedrive →
Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.
TriggersTriggers when an activity newly matches a Pipedrive filter for the first time.
Triggers when a new activity is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a new deal is created.
Triggers when a lead is created.
Triggers when a new comment is added to a note.
Adds a discount to an existing deal.
Adds an existing label to an existing person.
Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
Add product variation to a product.
Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
Creates a new deal.
bexio Explore bexio →
bexio is a cloud business management software for automated invoicing, financial accounting, and contact management.
TriggersTriggers when a company is added or updated.
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
Triggers when a Order is created or updated with the chosen status (line items not provided).
Triggers when a person is added or updated.
Triggers new Products.
Triggers when a project is created or transitions to a new status. Each project-status combination fires once — if a project returns to a previously-seen status, it will not trigger again.
Creates a manual entry in accounting.
Create a new company.
Create a new person.
Updates a person.
Uploads a file to Inbox.
Create a product based sales invoice.
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10xCRM
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17hats
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1CRM
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AccuLynx
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Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Pipedrive + bexio
Is there a pre-built Pipedrive + bexio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Pipedrive and bexio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Pipedrive or bexio connector?
No. The Agent works whether or not Pipedrive or bexio already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking bexio and Pipedrive streamline the sales-to-finance handoff?
Closing a deal in Pipedrive can instantly create an invoice in bexio, eliminating manual keying and speeding up revenue collection.
Can payment notifications in bexio update deal stages in Pipedrive?
Yes, when a customer settles an invoice in bexio, the corresponding deal stage in Pipedrive can automatically update to reflect a completed transaction.