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Automate tasks across Bexio with CleverReach

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Bexio and CleverReach talk.
Here are some common ways to automate work between them.

Send a CleverReach notification when Bexio receives a high-priority item.Try now
Create a CleverReach follow-up from new qualified activity in Bexio.Try now
Copy new customer details from Bexio into CleverReach.Try now
Update the matching CleverReach item when a Bexio status changes.Try now
Start a review in CleverReach when Bexio flags an exception.Try now
Summarize new Bexio activity and save it in CleverReach.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Bexio and CleverReach work.

Connect your Bexio and CleverReach. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 55 actions between Bexio and CleverReach.
Can’t find an action you need? Let us know.

Create QuoteCreate quote in Bexio.Get QuoteRun a get quote action in Bexio.Issue QuoteRun an issue quote action in Bexio.List QuotesRun a list quotes action in Bexio.List BillsRun a list bills action in Bexio.Create ContactCreate contact in Bexio.Get ContactRun a get contact action in Bexio.List ContactsRun a list contacts action in Bexio.Search ContactsRun a search contacts action in Bexio.Update ContactUpdate contact in Bexio.Create ExpenseCreate expense in Bexio.Get ExpenseRun a get expense action in Bexio.List ExpensesRun a list expenses action in Bexio.Create InvoiceCreate invoice in Bexio.Get InvoiceRun a get invoice action in Bexio.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Bexio and CleverReach.

MindCloud connects Bexio and CleverReach so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.