Automate tasks across Bexio with Close

MindCloud connects Bexio and Close so a workflow can turn work in one system into governed updates in the other.

It can use Create Quote, Get Quote and Issue Quote from Bexio, combine them with List Activities, Create Contact and Delete Contact from Close, and run the handoff inside Gravity.

Yes. MindCloud can read from Bexio and Close, then change records or send updates where each connector exposes write actions.

That supports workflows that start in either app, map the fields once, and keep both sides aligned through Gravity.

Bexio exposes actions such as Create Quote, Get Quote and Issue Quote. MindCloud uses those operations to pick up the records, events, or API responses that belong in Close, then maps only the fields your workflow needs.

Close exposes actions such as List Activities, Create Contact and Delete Contact.

Those actions can create the notification, record update, lookup, or handoff step that should happen after Bexio data enters the workflow.

The mapping is explicit. MindCloud takes the fields your process needs from Bexio, transforms them when formats differ, and sends the approved values into Close.

Validation, defaults, and branching live in the workflow instead of being hidden in one-off scripts.

It can. A workflow can branch when required data is missing, route an approval before writing to the next app, or send a review step through Close when its connector supports it.

Failed handoffs stay visible in Gravity for correction and replay.

MindCloud uses Gravity, our integration platform. Gravity provides the connector layer, authentication handling, field mapping, workflow steps, retries, and operational visibility needed to run a Bexio and Close integration without maintaining brittle custom glue code.

Not unless you want to. You can build the workflow in Gravity by connecting Bexio, connecting Close, choosing the actions, and testing the flow.

Prefer a managed build? MindCloud can scope, build, launch, and maintain it with you.

Pick the handoff you want to automate, identify the source record or event, and decide what should happen in the other app.

Then connect Bexio and Close in Gravity, or talk to our team if you want MindCloud to build it with you.