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Automate tasks across Bexio with Proposify

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Bexio and Proposify work.

Connect your Bexio and Proposify. 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 49 actions between Bexio and Proposify.
Can’t find an action you need? Let us know.

Create QuoteCreateCreate quote in Bexio.Get QuoteReadRun a get quote action in Bexio.Issue QuoteUpdateRun an issue quote action in Bexio.List QuotesReadRun a list quotes action in Bexio.List BillsReadRun a list bills action in Bexio.Create ContactCreateCreate contact in Bexio.Get ContactReadRun a get contact action in Bexio.List ContactsReadRun a list contacts action in Bexio.Search ContactsReadRun a search contacts action in Bexio.Update ContactUpdateUpdate contact in Bexio.Create ExpenseCreateCreate expense in Bexio.Get ExpenseReadRun a get expense action in Bexio.List ExpensesReadRun a list expenses action in Bexio.Create InvoiceCreateCreate invoice in Bexio.Get InvoiceReadRun 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 Proposify.

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

Related integrations

Explore other ways to connect Bexio with the apps your team already uses, or browse every Bexio and Proposify integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

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.