Integrate Bexio with CloudTalk
Send information between Bexio and CloudTalk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Bexio and CloudTalk 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
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent is created
Contact created
Triggers when a new contact is created
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
Create agent
Creates a new agent
Send SMS
Sends an SMS message
Add activity
Adds an activity to an existing contact
Create contact
Creates a new contact
Add note
Adds a note to an existing contact
Update agent
Updates the details of an existing agent
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID or keyword
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
Similar apps
What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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