Integrate Bexio with TrainerCentral
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Supported triggers and actions
Integrate Bexio and TrainerCentral using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New product created
Triggers when a new product is created
Company created or updated
Triggers when a new company is added or details of an existing company are updated
Quote created or updated
Triggers when a quote or offer is created or details of an existing quote are updated
Sales invoice created or updated
Triggers when a sales invoice is created or an existing one is updated with the selected status
Person added or updated
Triggers when a new person is added or details of an existing person are updated
Course completed
Triggers when a course is completed by an existing learner in the academy
Live workshop - learner joined
Triggers when a learner has joined an existing live workshop
Ticket purchased
Triggers when a learner has paid for any course ticket in the academy
Test evaluated
Triggers when a trainer evaluates a test
Live workshop - learner registered
Triggers when a learner has registered for a live workshop
Learner renewal pending
Triggers when a learner's payment is pending renewal
Assignment submitted
Triggers when a learner submits a course assignment
Test submitted
Triggers when a learner submits a test
Ticket payment timeout
Triggers when a learner's payment is not completed within 1 hour after initiating the ticket purchase
Discussion post updated
Triggers when a trainer or learner updates a post in the discussion forum
Learner cancels purchase
Triggers when a learner cancels their purchase
Assignment submission updated
Triggers when a trainer evaluates an assignment
Live workshop created
Triggers when a live workshop is created in the academy
Learner signed up for academy
Triggers when a new learner has signed up for the academy
Ticket payment initiated
Triggers when a learner initiates a ticket payment
Lesson completed by user
Triggers when a user has completed a lesson
Course updated
Triggers when a trainer updates a published course’s URL or name or changes its publish status
Session reminder activated
Triggers when a session's email reminder is activated
Live session ended
Triggers when a live session of a course or a workshop ends and analytics is generated
Discussion comment updated
Triggers when a trainer or learner updates a comment in the discussion forum
Course enrolled
Triggers when a learner enrolls for a course
Form submitted
Triggers when a learner submits entry in the selected form
Live workshop - session purchased
Triggers when a learner purchases a session for a live workshop
Ticket access expired
Triggers when a learner’s ticket access expires
All Actions - Actions are the automated tasks
Update person
Updates the details of the specified person
Create project
Creates a new project
Find person
Finds the details of the specified person
Update company
Updates the details of the specified company
Create company
Creates a new company
Create timesheet
Creates a new timesheet
Find product
Finds the details of an existing product by name
Create product
Creates a new product
Find country
Finds the details of the specified country
Create contact relation
Links a sub contact to a parent contact
Find company
Finds the details of the specified company
Update product
Updates the details of on existing product by ID
Create person
Creates a new person
Update project
Updates the details of an existing project
Find salutation form
Find the details of an existing salutation form
Find user
Finds the details of the specified user by email or user ID
Find business activity
Finds the details of an existing business activity
Find salutation title
Find the details of an existing salutation title
Find project
Finds the details of an existing project
Find currency
Finds a currency by name or ID
Find language
Finds the details of an existing language
Invite learner to course
Sends an email inviting a learner to join an existing course
Sign up user for school
Signs up the specified user for school
Invite learner to a live workshop
Sends an email inviting a learner to register for a live workshop session
Create live workshop
Creates a new remote session which can be used to conduct live workshops
Fetch user
Fetches the details of an existing user by email address
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
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What is TrainerCentral?
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