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EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
   

Integrate Bexio with 1000+ apps

Create business workflows for Bexio without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Bexio workflows

+

Add new Teamwork CRM contacts to Bexio

Teamwork CRM + Bexio

Automatically add new contacts from your CRM to your accounting app. This flow adds new contacts in Teamwork CRM as a person in Bexio.

How it works
1) A new contact is added to Teamwork CRM.
2) Zoho Flow adds the contact to Bexio.
+

Add contacts from bexio to Zoho CRM

Bexio + Zoho CRM

Add new contacts from your accounting apps to your CRM automatically. This flow adds new contacts from bexio to Zoho CRM.

How it works
1) A new contact is added to bexio.
2) Zoho Flow adds the contact to Zoho CRM.
+

Generate a company profile in Bexio for recently added exhibitors in ExpoFP

ExpoFP + Bexio

Seamlessly integrate new exhibitors into your cloud accounting solution to expedite relationship-building. This flow will set up a new company in Bexio following the addition of an exhibitor to ExpoFP.

How it works
  1. The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
  2. Zoho Flow creates a new company in Bexio.
+

Send out a welcome email with Office 365 once a new company is created in Bexio

Bexio + Office 365

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through Office 365 for newly created companies in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
+

Send a welcome email using Spot Hit when a new company is created in Bexio

Bexio + Spot Hit

Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Spot Hit to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends an email in Spot Hit.
+

Send out a welcome email with Elastic Email once a new company is created in Bexio

Bexio + Elastic Email

Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via Elastic Email to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends an email from your account in Elastic Email.
+

Initiate a welcome email using ZeptoMail when a new company is created in Bexio

Bexio + ZeptoMail

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through ZeptoMail for newly created companies in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends an email to the selected email addresses in ZeptoMail.
+

Send out a welcome email with Helpwise once a new company is created in Bexio

Bexio + Helpwise

Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Helpwise for newly created companies in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends an email to the specified customer in Helpwise.
+

Trigger a welcome email through Outlook when a new company is added in Bexio

Bexio + Outlook

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Outlook to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow creates and sends a new email in Outlook.
+

Send a welcome email using Zoho Mail when a new company is created in Bexio

Bexio + Zoho Mail

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Zoho Mail to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
+

Send out a welcome email with Gmail for Workspace once a new company is created in Bexio

Bexio + Gmail for Workspace

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will generate a welcome email using Gmail for Workspace for every new company created within Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends a new email in Gmail for Workspace.
+

Send a welcome email using Zoho TeamInbox when a new company is created in Bexio

Bexio + Zoho TeamInbox

Quickly welcome your new clients with a tailored automated welcome email. This flow will dispatch a welcome email through Zoho TeamInbox for newly created companies in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends a new email in Zoho TeamInbox.
+

Create a new person in Bexio when a form is submitted through 123FormBuilder

123FormBuilder + Bexio

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Bexio using the form inputs received in 123FormBuilder.

How it works
  1. The flow triggers when a new submission is added to the selected form in 123FormBuilder.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in Basin

Basin + Bexio

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.
+

Create a new person in Bexio for every form entry from Bit Form

Bit Form + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will create a new person in Bexio from the responses collected via Bit Form.

How it works
  1. The flow triggers when a new form response is received in Bit Form.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in Contact Form 7

Contact Form 7 + Bexio

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 Contact Form 7.

How it works
  1. The flow triggers when a new form entry is submitted in Contact Form 7.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio when a form is submitted through Device Magic

Device Magic + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will create a new person in Bexio from the responses collected via Device Magic.

How it works
  1. The flow triggers when a new submission is received in the selected form in Device Magic.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in Elementor Pro

Elementor Pro + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will generate a new person in Bexio using the form responses obtained from Elementor Pro.

How it works
  1. The flow triggers when a new form entry is made in Elementor Pro.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in Everest Forms

Everest Forms + Bexio

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Bexio using the form responses obtained from Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in FastField

FastField + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will add a new person in Bexio using the responses received from FastField.

How it works
  1. The flow triggers when a new submission is created in FastField.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in Fluent Forms

Fluent Forms + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will add a new person in Bexio using the responses received from Fluent Forms.

How it works
  1. The flow triggers when a form is submitted in Fluent Forms.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in Formidable Forms

Formidable Forms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Formidable Forms.

How it works
  1. The flow triggers when a new form entry is made in Formidable Forms.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in Forminator

Forminator + Bexio

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Bexio using the form inputs received in Forminator.

How it works
  1. The flow triggers when a form is submitted in Forminator.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry from Formsite

Formsite + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This workflow will generate a new person in Bexio using the form inputs received in Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in Formstack

Formstack + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will add a new person in Bexio using the responses received from Formstack.

How it works
  1. The flow triggers when a new submission is added to the selected form in Formstack.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio when a form is submitted through FormTitan

FormTitan + Bexio

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will create a new person in Bexio from the responses collected via FormTitan.

How it works
  1. The flow triggers when a new form submission is received in FormTitan.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in Fulcrum

Fulcrum + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will create a new person in Bexio from the responses collected via Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in Gravity Forms

Gravity Forms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Gravity Forms.

How it works
  1. The flow triggers when a new form is submitted in Gravity Forms.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry from Happyforms

Happyforms + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will create a new person in Bexio from the responses collected via Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry from JotForm

JotForm + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will add a new person in Bexio using the responses received from JotForm.

How it works
  1. The flow triggers when a new submission is added to the selected form in JotForm.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in Kadence Blocks

Kadence Blocks + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will generate a new person in Bexio using the form responses obtained from Kadence Blocks.

How it works
  1. The flow triggers when a form entry is submitted in Kadence Blocks.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in Kali Forms

Kali Forms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Kali Forms.

How it works
  1. The flow triggers when a form entry is submitted in Kali Forms.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in MetForm

MetForm + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will create a new person in Bexio from the responses collected via MetForm.

How it works
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry from Ninja Forms

Ninja Forms + Bexio

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 Ninja Forms.

How it works
  1. The flow triggers when a new form entry is added in Ninja Forms.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in Paperform

Paperform + Bexio

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Bexio using the responses received from Paperform.

How it works
  1. The flow triggers when a new entry is submitted for the selected form in Paperform.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio when a form is submitted through PlanSo Forms

PlanSo Forms + Bexio

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Bexio using the responses received from PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in Typeform

Typeform + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in Bexio from the responses collected via Typeform.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Typeform.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry submitted in Ultimate Member

Ultimate Member + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will add a new person in Bexio using the responses received from Ultimate Member.

How it works
  1. The flow triggers when a new form entry is made in Ultimate Member.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio when a form is submitted through weForms

weForms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from weForms.

How it works
  1. The flow triggers when a form entry is submitted in weForms.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio for every form entry from WPForms

WPForms + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will create a new person in Bexio from the responses collected via WPForms.

How it works
  1. The flow triggers when a new form entry is made in WPForms.
  2. Zoho Flow creates a new person in Bexio.
+

Create a new person in Bexio when a form is submitted through WS Form

WS Form + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will create a new person in Bexio from the responses collected via WS Form.

How it works
  1. The flow triggers when a form entry is submitted in WS Form.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in Wufoo

Wufoo + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will add a new person in Bexio using the responses received from Wufoo.

How it works
  1. The flow triggers when a new entry is created in Wufoo.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in Zoho Forms

Zoho Forms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new person in Bexio.

Build your own Bexio integrations

Connect 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

Build your Bexio workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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 Bexio?

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

Dashboard Accounting CRM

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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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

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