Integrate Bexio with Office 365
Send information between Bexio and Office 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send out a welcome email with Office 365 once a new company is created in Bexio
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
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Send out a welcome email with Office 365 once a new company is created in Bexio
Bexio + Office 365
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Supported triggers and actions
Integrate Bexio and Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New product created
Triggers when a new product is created
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
Person added or updated
Triggers when a person is added or updated
Company created or updated
Triggers when a company is added or updated
Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
Event updated
Triggers when any detail of an existing event is updated
Email received
Triggers when a new email is received
Event added
Triggers when a new event is added in the selected calendar
Email received in a mailbox
Triggers when an email is received in a user or shared mailbox
Calendar added
Triggers when a new calendar is added
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create company
Creates a new company
Update person
Updates the details of the specified person
Update company
Updates the details of the specified company
Find company
Finds the details of the specified company
Create project
Creates a new project
Find person
Finds the details of the specified person
Find country
Find the details of the specified country
Create timesheet
Creates a new timesheet
Create product
Creates a new product
Create contact relation
Links a sub contact to a parent contact
Find product
Finds the details of an existing product by name
Update product
Updates the details of on existing product by ID
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 salutation title
Find the details of an existing salutation title
Find currency
Finds a currency by name or ID
Find business activity
Finds the details of an existing business activity
Find user
Find the details of the specified user by email or user ID
Add user
Adds a new account user
Send email
Creates and sends an email to a recipient
Create event
Creates a new event in the selected calendar
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact by ID
Update user
Updates the details of an existing user by ID
Update event
Updates the details of an existing event by ID
Find contact folder
Finds a contact folder using name
Invite user
Invites the specified user to your group
Fetch user
Fetches the details of an existing user by display name
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by name
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
Endless integrations. End to manual work.
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