Metabrain
MetaPipe
MetaHub
Pipedrive 
HubSpot 
Make & Integrations 
Company Brains (MCP) The team can prepare invoices from Pipedrive without copying client details into Bexio. Payments update the sales record automatically, and supplier bills stay linked to the client they belong to.
What was built
- Create Bexio contacts automatically from new Pipedrive company records.
- Create invoices with the correct items, tax and client language.
- Save the invoice link back to the Pipedrive record.
- Update Pipedrive when an invoice is marked paid in Bexio.
- Bring supplier bills into Pipedrive for onward billing.
- Create scheduled retainer invoices and flag interrupted billing steps.
Recently touched
- 2025-09-03 Bexio Integration Done
- 2025-08-22 Invoice Test Run No. 2 Done
- 2025-07-03 Bexio: Vendor invoice import Done
- 2025-07-03 Add Alert System to scenarios from folder [P] Pipedrive - Bexio Done
- 2025-06-14 Upload Invoices from Bexio to Pipedrive 2025 Done
Other projects in this case study
Billing and Reporting Support
This project maintains the monthly billing and time reporting process. It keeps invoice details consistent between Pipedrive and Bexio and adjusts Clockodo reports when billing requirements change.
Read case studyClockodo Time Reports
New client work in Pipedrive creates matching Clockodo projects automatically. Recorded hours become monthly PDF reports that clients receive alongside their invoices.
Read case studyPipedrive Onboarding
The law firm manages new enquiries, active client work and billing in Pipedrive. Client and billing details are kept ready for the automatic setup of time tracking and invoices.
Read case study