Integrate Basin with Bexio
Send information between Basin and Bexio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Bexio for each form entry made in Basin
Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This workflow will generate a new person in Bexio using the form inputs received in Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Basin
Basin + Bexio
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Supported triggers and actions
Integrate Basin and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission added
Triggers when a new submission is added
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
New product created
Triggers when a new product is created
Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
Company created or updated
Triggers when a company is added or updated
Person added or updated
Triggers when a person is added or updated
All Actions - Actions are the automated tasks
Fetch submission
Fetches a submission based on the search query provided
Update company
Updates the details of the specified company
Find product
Finds the details of an existing product by name
Create contact relation
Links a sub contact to a parent contact
Create company
Creates a new company
Create product
Creates a new product
Find company
Finds the details of the specified company
Find country
Find the details of the specified country
Find person
Finds the details of the specified person
Update person
Updates the details of the specified person
Create timesheet
Creates a new timesheet
Create project
Creates a new project
Update product
Updates the details of on existing product by ID
Update project
Updates the details of an existing project
Create person
Creates a new person
Find salutation form
Find the details of an existing salutation form
Find user
Find the details of the specified user by email or user ID
Find project
Finds the details of an existing project
Find business activity
Finds the details of an existing business activity
Find currency
Finds a currency by name or ID
Find language
Finds the details of an existing language
Find salutation title
Find the details of an existing salutation title
What is Basin?
Basin is a form-builder platform that lets you create forms with flexible controls, filter spam emails, and search through all submissions.
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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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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