Accept Quote
Accept a quote.
ActionTry it
Integrate bexio
with your AI CRM
bexio is a Swiss business management platform for accounting, invoicing, contacts, projects, banking, expenses, and payroll.
Explore Triggers and Actions
Archive Project
Archive a project.
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Cancel Invoice
Cancel an invoice. Applies the state-changing action immediately.
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Cancel Payment
Cancel a payment. Applies the state-changing action immediately.
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Check Bill Document Number
Validate whether document number is available or not.
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Check Expense Document Number
Validate whether document number is available or not.
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Copy Invoice
Copy a invoice.
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Copy Quote
Copy a quote.
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Create Additional Address
Create additional address.
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Create Bill
Create new Bill.
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Create Business Activity
Create business activity.
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Create Calendar Year
Create calendar year.
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Create Comment
Create a comment.
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Create Contact
Create contact.
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Create Contact Group
Create contact group.
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Create Contact Relation
Create contact relation.
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Create Contacts Bulk
Bulk create contacts.
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Create Country
Create country.
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Create Currency
Create a currency.
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Create Default Position
Create a default position.
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Create Delivery From Order
Create delivery from order.
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Create Discount Position
Create a discount position.
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Create Employee
Create employee.
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Create Employee Absence
Create absence for employee.
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Create Expense
Create new Expense.
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Create Fictional User
Create a fictional user.
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Create File
Create new file.
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Create Invoice
Create invoice.
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Create Invoice From Order
Create invoice from order.
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Create Invoice From Quote
Create invoice from quote.
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Create Invoice Payment
Create payment.
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Create Invoice Reminder
Create reminder.
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Create Item
Create item.
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Create Item Position
Create an item position.
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Create Manual Entry
Create manual entry.
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Create Milestone
Create milestone.
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Create Note
Create note.
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Create Order
Create order.
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Create Order From Quote
Create order from quote.
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Create Outgoing Payment
Create new Outgoing Payment.
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Create Pagebreak Position
Create a pagebreak position.
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Create Payment
Create a payment.
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Create Project
Create project.
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Create Purchase Order
Create a purchase order.
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Create Quote
Create quote.
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Create Salutation
Create salutation.
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Create Subposition Position
Create a sub position.
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Create Subtotal Position
Create a subtotal position.
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Create Task
Create task.
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Create Text Position
Create a text position.
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Create Timesheet
Create timesheet.
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Create Title
Create title.
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Create Unit
Create unit.
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Create Work Package
Create work package.
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Decline Quote
Decline a quote.
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Delete Additional Address
Delete an additional address. Permanently removes the selected resource.
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Delete Bill
Delete Bill. Permanently removes the selected resource.
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Delete Contact
Delete a contact. Permanently removes the selected resource.
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Delete Contact Group
Delete a contact group. Permanently removes the selected resource.
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Delete Contact Relation
Delete a contact relation. Permanently removes the selected resource.
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Delete Country
Delete a country. Permanently removes the selected resource.
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Delete Currency
Delete a currency. Permanently removes the selected resource.
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Delete Default Position
Delete a default position. Permanently removes the selected resource.
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Delete Discount Position
Delete a discount position. Permanently removes the selected resource.
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Delete Employee Absence
Deleting employee absence with given id. Permanently removes the selected resource.
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Delete Expense
Delete Expense. Permanently removes the selected resource.
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Delete Fictional User
Delete a fictional user. Permanently removes the selected resource.
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Delete File
Delete a existing file. Permanently removes the selected resource.
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Delete Invoice
Delete an invoice. Permanently removes the selected resource.
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Delete Invoice Payment
Delete a payment. Permanently removes the selected resource.
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Delete Invoice Reminder
Delete a reminder. Permanently removes the selected resource.
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Delete Item
Delete an item. Permanently removes the selected resource.
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Delete Item Position
Delete a item position. Permanently removes the selected resource.
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Delete Manual Compound Entry File
Delete connection between file and manual compound entry. Permanently removes the selected resource.
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Delete Manual Entry
Delete manual entry. Permanently removes the selected resource.
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Delete Manual Entry File
Delete connection between file and manual entry line. Permanently removes the selected resource.
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Delete Milestone
Delete a milestone. Permanently removes the selected resource.
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Delete Note
Delete a note. Permanently removes the selected resource.
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Delete Order
Delete an order. Permanently removes the selected resource.
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Delete Order Repetition
Delete a repetition. Permanently removes the selected resource.
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Delete Outgoing Payment
Delete Outgoing Payment. Permanently removes the selected resource.
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Delete Pagebreak Position
Delete a pagebreak position. Permanently removes the selected resource.
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Delete Payment
Delete a payment. Permanently removes the selected resource.
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Delete Project
Delete a project. Permanently removes the selected resource.
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Delete Purchase Order
Delete a purchase order. Permanently removes the selected resource.
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Delete Quote
Delete a quote. Permanently removes the selected resource.
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Delete Salutation
Delete a salutation. Permanently removes the selected resource.
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Delete Subposition Position
Delete a sub position. Permanently removes the selected resource.
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Delete Subtotal Position
Delete a subtotal position. Permanently removes the selected resource.
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Delete Task
Delete a task. Permanently removes the selected resource.
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Delete Tax
Delete a tax. Permanently removes the selected resource.
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Delete Text Position
Delete a text position. Permanently removes the selected resource.
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Delete Timesheet
Delete a timesheet. Permanently removes the selected resource.
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Delete Title
Delete a title. Permanently removes the selected resource.
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Delete Unit
Delete a unit. Permanently removes the selected resource.
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Delete Work Package
Delete a work package. Permanently removes the selected resource.
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Download File
Download file.
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Download Paystub Pdf
Download paystub pdf for employee for given month.
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Duplicate Bill
Create a duplicate of the selected bill.
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Duplicate Expense
Create a duplicate of the selected expense.
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Get Additional Address
Return the additional address.
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Get Bank Account
Return the single bank account.
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Get Bill
Return Bill.
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Get Business Year
Return the business year.
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Get Calendar Year
Return the calendar year.
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Get Comment
Return the comment.
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Get Company Profile
Return company profile.
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Get Contact
Return the contact.
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Get Contact Group
Return the contact group.
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Get Contact Relation
Return the contact relation.
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Get Country
Return the country.
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Get Currency
Return the currency.
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Get Current User
Return the authenticated user.
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Get Default Position
Return the default position.
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Get Delivery
Return the delivery.
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Get Discount Position
Return the discount position.
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Get Employee
Retrieve a single employee on a specific date.
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Get Employee Absence
Retrieving absence for employee with given absence id.
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Get Expense
Return Expense.
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Get Fictional User
Return the fictional User.
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Get File
Return metadata for a single file; use Download File to retrieve its content.
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Get File Usage
Return file usage.
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Get Invoice
Return the invoice.
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Get Invoice Payment
Return the payment.
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Get Invoice Pdf
Return PDF.
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Get Invoice Reminder
Return the reminder.
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Get Invoice Reminder Pdf
Return reminder PDF.
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Get Item
Return the item.
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Get Item Position
Return the item position.
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Get Manual Compound Entry File
Return file of manual compound entry.
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Get Manual Entry File
Return file of manual entry line.
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Get Milestone
Return the milestone.
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Get Next Reference Number
Return next reference number.
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Get Note
Return the note.
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Get Order
Return the order.
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Get Order Pdf
Return PDF.
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Get Order Repetition
Return repetition.
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Get Outgoing Payment
Return Outgoing Payment.
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Get Pagebreak Position
Return the pagebreak position.
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Get Payment
Return a payment.
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Get Permissions
Return access information of logged in user.
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Get Project
Return the project.
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Get Purchase Order
Return the single purchase order.
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Get Quote
Return the quote.
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Get Quote Pdf
Return PDF.
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Get Salutation
Return the salutation.
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Get Subposition Position
Return the sub position.
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Get Subtotal Position
Return the subtotal position.
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Get Task
Return the task.
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Get Tax
Return the tax.
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Get Text Position
Return the text position.
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Get Timesheet
Return the timesheet.
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Get Title
Return the title.
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Get Unit
Return the unit.
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Get User
Return the user.
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Get Vat Period
Return the vat period.
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Get Work Package
Return the work package.
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Issue Delivery
Issue a delivery.
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Issue Invoice
Issue an invoice.
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Issue Quote
Issue a quote.
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List Account Groups
Return one page of account groups.
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List Accounts
Return one page of accounts.
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List Additional Addresses
Return one page of additional addresses.
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List Bank Accounts
Return one page of bank accounts.
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List Bills
Return Bills, one page at a time.
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List Business Activities
Return one page of business activities.
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List Business Years
Return one page of business years.
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List Calendar Years
Return one page of calendar years.
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List Comments
Return one page of comments.
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List Communication Types
Return one page of communication types.
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List Company Profile
Return one page of company profiles.
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List Contact Groups
Return one page of contact groups.
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List Contact Relations
Return one page of contact relations.
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List Contact Sectors
Return one page of contact sectors.
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List Contacts
Return one page of contacts.
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List Countries
Return one page of countries.
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List Currencies
Return one page of currencies.
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List Currency Codes
Return one page of possible currency codes.
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List Default Positions
Return one page of default positions.
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List Deliveries
Return one page of deliveries.
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List Discount Positions
Return one page of discount positions.
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List Document Settings
Return one page of document settings.
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List Document Template
List document templates.
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List Employee Absences
Retrieving absences of employee for given year.
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List Employees
Retrieves all active employees.
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List Exchange Rates For Currency
Return exchange rates for currencies.
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List Expenses
Return Expenses, one page at a time.
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List Fictional Users
Return one page of fictional users.
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List Files
Return one page of files.
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List Invoice Payments
Return one page of payments.
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List Invoice Reminders
Return one page of reminders.
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List Invoices
Return one page of invoices.
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List Item Positions
Return one page of item positions.
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List Items
Return one page of items.
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List Journal Entries
Journal, one page at a time.
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List Languages
Return one page of languages.
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List Manual Compound Entry Files
Return files of manual compound entry, one page at a time.
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List Manual Entries
Return one page of manual entries.
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List Manual Entry Files
Return files of manual entry line, one page at a time.
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List Milestones
Return one page of milestones.
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List Notes
Return one page of notes.
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List Orders
Return one page of orders.
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List Outgoing Payments
Retrieve Outgoing Payments, one page at a time.
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List Pagebreak Positions
Return one page of pagebreak positions.
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List Payment Types
Return one page of payment types.
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List Payments
Return one page of payments.
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List Project Status
Project status.
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List Project Type
Project types.
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List Projects
Return one page of projects.
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List Purchase Orders
Return one page of purchase orders.
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List Quotes
Return one page of quotes.
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List Salutations
Return one page of salutations.
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List Stock Areas
Return one page of stock areas.
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List Stock Locations
Return one page of stock locations.
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List Subposition Positions
Return one page of sub positions.
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List Subtotal Positions
Return one page of subtotal positions.
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List Task Priorities
Task priorities, one page at a time.
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List Task Status
Task status, one page at a time.
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List Tasks
Return one page of tasks.
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List Taxes
Return one page of taxes.
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List Text Positions
Return one page of text positions.
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List Time Sheet Status
Timesheet status, one page at a time.
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List Timesheets
Return one page of timesheets.
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List Titles
Return one page of titles.
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List Units
Return one page of units.
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List Users
Return one page of users.
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List Vat Periods
Return one page of vat periods.
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List Work Packages
Return one page of work packages.
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Mark As Sent Invoice
Mark invoice as sent.
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Mark As Sent Invoice Reminder
Mark reminder as sent.
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Mark As Sent Quote
Mark quote as sent.
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Mark As Unsent Invoice Reminder
Mark reminder as unsent.
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Preview File
Return file preview.
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Reissue Quote
Reissue a quote.
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Restore Contact
Restore a contact.
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Revert Issue Invoice
Sets issued invoice to draft.
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Revert Issue Quote
Revert issue a quote.
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Search Accounts
Search Accounts, one page at a time.
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Search Additional Addresses
Search additional addresses, one page at a time.
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Search Business Activities
Search business activities, one page at a time.
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Search Calendar Years
Search calendar years, one page at a time.
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Search Communication Types
Search communication types, one page at a time.
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Search Contact
Search contacts, one page at a time.
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Search Contact Groups
Search contact groups, one page at a time.
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Search Contact Relations
Search contact relations, one page at a time.
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Search Contact Sectors
Search contact sectors, one page at a time.
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Search Countries
Search countries, one page at a time.
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Search Files
Search files, one page at a time.
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Search Invoices
Search invoices, one page at a time.
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Search Items
Search items, one page at a time.
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Search Languages
Search languages, one page at a time.
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Search Notes
Search notes, one page at a time.
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Search Orders
Search orders, one page at a time.
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Search Payment Types
Search payment types, one page at a time.
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Search Projects
Search projects, one page at a time.
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Search Quotes
Search quotes, one page at a time.
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Search Reminders
Search invoice reminders.
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Search Salutations
Search salutations, one page at a time.
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Search Stock Areas
Search stock areas, one page at a time.
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Search Stock Locations
Search stock locations, one page at a time.
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Search Tasks
Search tasks, one page at a time.
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Search Timesheets
Search timesheets, one page at a time.
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Search Titles
Search titles, one page at a time.
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Search Units
Search units, one page at a time.
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Send Invoice
Send an invoice. Applies the state-changing action immediately.
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Send Invoice Reminder
Send a reminder. Applies the state-changing action immediately.
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Send Quote
Send a quote. Applies the state-changing action immediately.
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Unarchive Project
Unarchive a project.
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Update Additional Address
Edit an additional address.
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Update Bill
Update Bill.
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Update Bill Booking Status
Update Bill status.
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Update Contact
Edit a contact.
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Update Contact Group
Edit a contact group.
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Update Contact Relation
Edit a contact relation.
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Update Country
Edit a country.
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Update Currency
Update a currency.
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Update Default Position
Edit a default position.
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Update Discount Position
Edit a discount position.
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Update Employee
Update employee.
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Update Employee Absence
Updating existing absence.
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Update Expense
Update Expense.
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Update Expense Booking Status
Update Expense status.
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Update Fictional User
Update a fictional User.
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Update File
Update existing file.
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Update Invoice
Edit an invoice.
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Update Item
Edit an item.
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Update Item Position
Edit an item position.
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Update Manual Entry
Update manual entry.
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Update Milestone
Edit a milestone.
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Update Note
Edit a note.
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Update Order
Edit an order.
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Update Order Repetition
Edit a repetition.
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Update Outgoing Payment
Edit Outgoing Payment.
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Update Pagebreak Position
Edit a pagebreak position.
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Update Payment
Update a payment.
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Update Project
Edit a project.
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Update Purchase Order
Update a single purchase order.
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Update Quote
Edit a quote.
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Update Salutation
Edit a salutation.
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Update Subposition Position
Edit a sub position.
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Update Subtotal Position
Edit a subtotal position.
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Update Task
Edit a task.
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Update Text Position
Edit a text position.
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Update Timesheet
Edit a timesheet.
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Update Title
Edit a title.
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Update Unit
Edit a unit.
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Update Work Package
Edit a work package.
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Upload Manual Compound Entry File
Add file to manual compound entry.
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Upload Manual Entry File
Add file to manual entry line.
ActionTry it
How the bexio integration works
The bexio integration connects your Dench AI CRM directly to bexio, so agents can read and act on your bexio data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
309 actions are available for agents to invoke on your behalf. Every call runs through bexio's own authorization, scoped to the account you connect.
Set up bexio in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find bexio and click Connect — you'll authorize access through bexio's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use bexio in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the bexio integration work with Dench?
The Dench bexio integration connects your AI CRM to bexio, so AI agents can work with your bexio data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with bexio via Dench?
The bexio integration currently exposes 309 actions, including Accept Quote, Archive Project, Cancel Invoice, Cancel Payment, Check Bill Document Number, and Check Expense Document Number. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect bexio to Dench?
No. You connect bexio from your Dench workspace using bexio's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the bexio integration secure?
Connections are authorized through bexio's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the bexio connection from your workspace settings at any time.