Connect bexio and MOCO to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings bexio and MOCO together. Build enterprise-grade automation in minutes.

Our most popular template

Update people in bexio when contact persons are updated in MOCO
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MOCO + bexio
Create new MOCO companies from new or updated bexio companies
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bexio + MOCO
Create sales invoices in bexio for new invoices in MOCO
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MOCO + bexio
Create contacts in MOCO from new or updated persons in bexio
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bexio + MOCO

Update people in bexio when contact persons are updated in MOCO

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MOCO + bexio

Create new MOCO companies from new or updated bexio companies

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bexio + MOCO

Create sales invoices in bexio for new invoices in MOCO

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MOCO + bexio

Create contacts in MOCO from new or updated persons in bexio

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bexio + MOCO

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Zapier makes it easy to integrate bexio with MOCO - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New/Updated Company" from bexio.

Add your action

An action happens after the trigger—such as "Create Time Entry" in MOCO.

You’re connected!

Zapier seamlessly connects bexio and MOCO, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New/Updated Company
Triggers when a company is added or updated.
Trigger
Polling
Try It
- Status of Order
- Trigger each status change
  Required
Trigger
Polling
Try It
New Product
Triggers new Products.
Trigger
Polling
Try It
- Status of Quote
- Trigger each status change
  Required
Trigger
Polling
Try It
- Company Name
  Required
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Write

- Identifier For Existing People
  Required
- Person Id
- Last Name
- First Name
- Number
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write

- Invoice
  Required
- Recipient Mail
  Required
- Subject
  Required
- Message
  Required
- Mark as pending
Action
Write
- Product Type
  Required
- Name
  Required
- Description
- Code
  Required
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Write
- Name
  Required
- Project Type
  Required
- Project State
  Required
- Company or Person
  Required
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- Billable
  Required
- Business Activity
  Required
- Company or Person
- Company Contact Person
- Project
- Status
- Type
  Required
- Date
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account Number
  Required
Action
Search
- Name
- ISO 3166
Action
Search
- Order Number
- API Reference
- Include Order Positions
  Required
Action
Search
- Name
- Code
Action
Search
- Quote Number
- API Reference
- Include Quote Positions
  Required
Action
Search
- Last Name
  Required
- First Name
  Required
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Second Phone
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Search or write
Approved Holiday Request
Triggers when a holiday request is approved.
Trigger
Instant
Try It
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
New Contact Person
Triggers when a new contact person is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead was created.
Trigger
Instant
Try It
New Holiday Request
Triggers when a new holiday request is created.
Trigger
Instant
Try It
New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Trigger
Instant
Try It
New Invoice Status
Triggers when the status of an invoice is changed.
Trigger
Instant
Try It
New Planning Entry
Triggers when a new Planning Entry is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Project Budget Alert
Triggers when a project budget alert event has happened.
Trigger
Instant
Try It
New Outgoing Payment
Triggers when a new outgoing payment is created.
Trigger
Instant
Try It
New Sales Activity
Triggers when a new sales activity has happened.
Trigger
Instant
Try It
New User
Triggers when a new User is created.
Trigger
Instant
Try It
Unarchived Project
Triggers when a project is made active again.
Trigger
Instant
Try It
Updated Company
Triggers when a company was updated.
Trigger
Instant
Try It
Updated Lead
Triggers when a lead was updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice was updated.
Trigger
Instant
Try It
Updated Planning Entry
Triggers when a Planning Entry was updated.
Trigger
Instant
Try It
Updated Project
Triggers when a project was updated.
Trigger
Instant
Try It
Updated User
Triggers when a User was updated.
Trigger
Instant
Try It
- Target
  Required
- Message
  Required
- User
Action
Write
- Name
  Required
- Identifier
- Currency
  Required
- User
  Required
- Fax
- Email
- Phone
- Address
- Vat
- Website
- Info
- Country Code
Action
Write
- Invoice
- Total
  Required
- Date
  Required
- Currency
  Required
- Partial payment?
- Transaction Identifier
Action
Write
- Company
  Required
- Identifier
- Name
  Required
- Currency
  Required
- Billing By
  Required
- Hourly Rate
- Budget
- Budget Expenses
- Leader
  Required
- Finish Date
- Info
- Fixed price?
Action
Write
- Purchase
- Date
  Required
- Total
  Required
- Currency
  Required
- Description
- Transaction Identifier
Action
Write
- User
  Required
Action
Write
- ID
- Identifier
- Name
- Type
Action
Search
- ID
- Name
- Status
- Contact Work Email
- Company Name
Action
Search
- ID
- Identifier
Action
Search
- ID
- Date
- Project
  Required
- User
  Required
Action
Search
- ID
- Identifier
- Receipt Identifier
Action
Search
- ID
- Project
  Required
- Task Name
  Required
Action
Search

- Status of Invoice
- Trigger each status change
  Required
Trigger
Polling
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Polling
Try It
- State of Project
- Trigger each status change
  Required
Trigger
Polling
Try It
- Combined Entry
  Required
- Automatic Reference Number
- Date (line item support)
  Required
- Reference Number (line item support)
- Currency
  Required
- Debit Account Numbers (line item support)
  Required
- Credit Account Numbers (line item support)
  Required
- Vat (line item support)
- VAT Account
- Description (line item support)
- Amount (line item support)
  Required
Action
Write
- Last Name
  Required
- First Name
  Required
- Number
- Birthday
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Write
- File to upload
  Required
- Filename
  Required
Action
Write
- Invoice
  Required
Action
Write
- Company or Person
  Required
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Code
  Required
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
Action
Write
- Company or Person
  Required
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing Company
  Required
- Company Id
- Name
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of staff
- Tax Nr
- Trade Register Number
- Url
Action
Write
- Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Project Name
  Required
Action
Search
- Company Name
  Required
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Search or write
- Name
  Required
- Code
  Required
- Product Type
  Required
- Description
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Search or write
New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
New Expense
Triggers when an expense is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Incoming Payment
Triggers when a new incoming payment is created.
Trigger
Instant
Try It
New Offer
Triggers when a new offer is created.
Trigger
Instant
Try It
New Presence
Triggers when a new Presence is created.
Trigger
Instant
Try It
New Project Assignment
Triggers when a person is assigned to a project.
Trigger
Instant
Try It
New Purchase
Triggers when a new purchase is created.
Trigger
Instant
Try It
New Recurred Expense
Triggers when an expense is recurred.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Archived Project
Triggers when a project is archived.
Trigger
Instant
Try It
Updated Time Entry
Triggers when a time entry was updated.
Trigger
Instant
Try It
Updated Contact Person
Triggers when a contact person was updated.
Trigger
Instant
Try It
Updated Expense
Triggers when an expense was updated.
Trigger
Instant
Try It
Updated Offer
Triggers when an offer was updated.
Trigger
Instant
Try It
Updated Presence
Triggers when a Presence was updated.
Trigger
Instant
Try It
Updated Purchase
Triggers when a purchase was updated.
Trigger
Instant
Try It
- User
  Required
- Project
  Required
- Date
  Required
- Description
  Required
- Task Name
  Required
- Tag
- Seconds
  Required
Action
Write
- Gender
- First Name
  Required
- Last Name
  Required
- Title
- Mobile Phone
- Work Phone
- Work Fax
- Work Email
- Work Address
- Home Email
- Home Address
- Birthday
- Company
Action
Write
- Project
  Required
- Title
  Required
- Description
- Date
  Required
- Quantity
  Required
- Unit
  Required
- Unit Price
  Required
- Unit Cost
  Required
- Billable
  Required
- Included in Budget?
  Required
- File
Action
Write
- Name
  Required
- Amount
  Required
- Currency
  Required
- Reminder Date
  Required
- Info
- Responsible
- Company
- Stage
- Contact
Action
Write
- Supplier
  Required
- Creator
  Required
- File
- Date
  Required
- Due Date
- Service Period From
- Service Period To
- Invoice number
- Currency
  Required
- Payment Method
  Required
- Info
- Title
  Required
- Total
  Required
- Tax (%)
  Required
- Tax included in Total?
  Required
- Category
Action
Write
- Task Name
  Required
- Project Identifier
  Required
- Hourly Rate
- Task Budget
- Active
- Billable
Action
Write
- ID
- Date
- Project
  Required
- User
  Required
Action
Search
- ID
- Firstname
- Lastname
- Work Email
- Phone Number
- Company Name
Action
Search
- ID
- Title
- Project
  Required
Action
Search
- ID
- Identifier
Action
Search
- ID
- Identifier
- Company Name
- Name
Action
Search
- ID
- Name
- Credit Account
Action
Search
- ID
- Last Name
- First Name
- Email
Action
Search

For AI agents & developers

Use bexio and MOCO with AI agents and code

Beyond Zap workflows. Call bexio and MOCO actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose bexio and MOCO actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Manual Entry
Create Time Entry

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger bexio and MOCO actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* bexio / moco action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use bexio and MOCO

Connect new invoices to project budgets

When a new invoice is created in bexio, Zapier updates the corresponding project budget in MOCO. This integration keeps financials accurate without manual updates, improving budget tracking and reducing time spent on reconciliations.

Business Owner

Try it

Trigger task creation from new time entries

When a new time entry is logged in MOCO, Zapier creates a corresponding task in bexio. This workflow ensures engineers stay organized by linking tracked time directly to actionable tasks, saving time and ensuring transparency.

Engineering

Try it

Sync new projects with MOCO

When a new project is created in Bexio, Zapier automatically creates the same project in MOCO. This keeps project managers aligned across tools, saving overhead and enabling smooth collaboration for resource and task planning.

Project Management

Try it

Make work flow with AI

Level up your bexio to MOCO integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about bexio + MOCO integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and MOCO

How can I integrate Bexio with MOCO?

We support the integration of Bexio with MOCO through our powerful automation platform. You'll be able to set up Triggers and Actions without any coding required. Simply choose your Trigger in Bexio—like a new invoice—and select what happens next in MOCO.

What is a common use case for integrating Bexio with MOCO?

A common use case is synchronizing customer information. For example, when you add a new contact in Bexio, an action can automatically create or update this contact in MOCO, ensuring both systems have consistent data.

Can I automate invoice management between Bexio and MOCO?

Yes, you can automate your invoicing process by using triggers such as 'New Invoice' created in Bexio to initiate actions like 'Create Project' or 'Update Project Budget' in MOCO. This facilitates seamless financial tracking between platforms.

Is it possible to track time spent on projects in MOCO based on data from Bexio?

While direct time tracking from Bexio isn't available, you can set up automations to pull relevant project or client information from Bexio into MOCO, where detailed time tracking against those projects can then be managed.

What triggers are available for integrating these two platforms?

Triggers like 'New Contact', 'Updated Invoice', and 'Completed Task' from Bexio are available to initiate corresponding actions in MOCO, helping streamline processes such as updating project statuses or financial records.

Are there any limitations when syncing data between Bexio and MOCO?

While our integration supports numerous triggers and actions, complex workflows involving multiple steps or conditional logic might require additional configuration or consultation to ensure optimal performance.

How do I handle errors during automation setup between Bexio and MOCO?

We provide detailed error messages and logs within the platform that can help identify issues during setup. Common errors often relate to incorrect field mappings or authentication issues, which our support guides can help resolve efficiently.

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Learn moreLearn moreHelpHelp

Related categories

Accounting

About MOCO

MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect bexio and MOCO to power AI-driven automation

Launch your first automated workflow

Update people in bexio when contact persons are updated in MOCO

Create new MOCO companies from new or updated bexio companies

Create sales invoices in bexio for new invoices in MOCO

Create contacts in MOCO from new or updated persons in bexio

Update people in bexio when contact persons are updated in MOCO

Create new MOCO companies from new or updated bexio companies

Create sales invoices in bexio for new invoices in MOCO

Create contacts in MOCO from new or updated persons in bexio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use bexio and MOCO with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use bexio and MOCO

Connect new invoices to project budgets

Trigger task creation from new time entries

Sync new projects with MOCO

Make work flow with AI

Frequently Asked Questions about bexio + MOCO integrations

Connect bexio to MOCO on the world's largest no-code automation platform