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Integrating ChargeDesk with Bexio by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between ChargeDesk and Bexio

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Integrations for ChargeDesk
About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

About Bexio

Bexio is a cloud-based business software that gives you everything you need to run your small business effectively. It helps you send out reminders, manage your contacts and customer relationships, pay invoices, do bank reconciliations, and run your bookkeeping.

Integrations for Bexio
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Connect ChargeDesk + Bexio in easier way

It's easy to connect ChargeDesk + Bexio without coding knowledge. Start creating your own business flow.

  • Triggers
  • Charge Created

    Triggers when a charge is created or imported.

  • Charge Failed

    Triggers when a charge fails.

  • Charge Updated

    Triggers when a charge is updated.

  • Customer Created

    Triggers when a new customer is created.

  • Customer Updated

    Triggers when a customer is updated.

  • Actions
  • Create QR payment

    Create a payment

  • Create a Sales Invoice

    Create a product based sales invoice.

  • Send Sales Invoice

    Send a Sales-Invoice to an E-Mail address.

How ChargeDesk & Bexio Integrations Work

  1. Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Bexio as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ChargeDesk to Bexio.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:37 am
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