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Integrate Bexio with Outlook
Send information between Bexio and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Trigger a welcome email through Outlook when a new company is added in Bexio
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
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends a new email in Outlook.
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Trigger a welcome email through Outlook when a new company is added in Bexio
Bexio + Outlook
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Build your own integrations between Bexio and Outlook
Connect Bexio and Outlook 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 Bexio and Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New product created
Triggers when a new product is created
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Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
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Person added or updated
Triggers when a person is added or updated
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Company created or updated
Triggers when a company is added or updated
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Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
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Email sent
Triggers when a new email is sent
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Event created
Triggers when a new event is created
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Task created
Triggers when a new task is added to the selected list
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Email received
Triggers when a new email is received
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Event updated
Triggers when the details of an existing event are updated
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Update person
Updates the details of the specified person
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Update company
Updates the details of the specified company
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Find company
Finds the details of the specified company
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Create project
Creates a new project
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Find person
Finds the details of the specified person
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Find country
Find the details of the specified country
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Create timesheet
Creates a new timesheet
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Create product
Creates a new product
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Create contact relation
Links a sub contact to a parent contact
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Find product
Finds the details of an existing product by name
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Update product
Updates the details of on existing product by ID
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Create person
Creates a new person
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Update project
Updates the details of an existing project
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Find project
Finds the details of an existing project
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Find language
Finds the details of an existing language
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Find salutation form
Find the details of an existing salutation form
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Find salutation title
Find the details of an existing salutation title
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Find currency
Finds a currency by name or ID
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Find business activity
Finds the details of an existing business activity
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Find user
Find the details of the specified user by email or user ID
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Forward event
Forwards an event request to the specified recipients
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Create contact
Creates a new contact
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Reply to email
Replies to the specified email
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Create event
Creates a new event
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Create task
Creates a new task in the selected list
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Send email
Creates and sends a new email
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Flag email
Flags the specified email
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Update contact
Updates the details of an existing contact
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Update task
Updates the details of an existing task in the selected list
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Update event
Updates the details of an existing event
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Fetch calendar
Fetches the details of a calendar by name
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Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
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Find contact folder
Finds a folder by name
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Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
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Fetch task
Fetches the details of an existing task by title or ID from the selected list
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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