Integrate Basin with Bexio

Send information between Basin and Bexio automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new submission is added in Basin.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in Basin

Basin + Bexio

Build your own integrations between Basin and Bexio

Connect Basin and Bexio with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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

Company created or updated

Triggers when a company is added or updated

Person added or updated

Triggers when a person is added or updated

Sales invoice created or updated

Triggers when a sales invoice is created or updated with the selected status

Quote created or updated

Triggers when a quote or offer is created or an existing quote is updated

All Actions - Actions are the automated tasks

Fetch submission

Fetches a submission based on the search query provided

Create timesheet

Creates a new timesheet

Find company

Finds the details of the specified company

Create company

Creates a new company

Update company

Updates the details of the specified company

Find country

Find the details of the specified country

Create contact relation

Links a sub contact to a parent contact

Find person

Finds the details of the specified person

Find product

Finds the details of an existing product by name

Update person

Updates the details of the specified person

Create project

Creates a new project

Create person

Creates a new person

Update project

Updates the details of an existing project

Find project

Finds the details of an existing project

Find language

Finds the details of an existing language

Find salutation form

Find the details of an existing salutation form

Find currency

Finds a currency by name or ID

Find business activity

Finds the details of an existing business activity

Find salutation title

Find the details of an existing salutation title

Find user

Find the details of the specified user by email or user ID

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.

Forms

What is Bexio?

Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.

Accounting CRM Dashboard

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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