Integrate Bexio with ZeptoMail
Send information between Bexio and ZeptoMail automatically, without writing any code, using Zoho Flow.
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Initiate a welcome email using ZeptoMail when 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 ZeptoMail for newly created companies in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow sends an email to the selected email addresses in ZeptoMail.
Initiate a welcome email using ZeptoMail when a new company is created in Bexio
Bexio + ZeptoMail
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Supported triggers and actions
Integrate Bexio and ZeptoMail 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
Email event occurred
Triggers when an email event (bounce, open, or click) occours
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
Send email
Sends an email to the selected email addresses
Send template email
Sends a template email to the selected email addresses
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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What is ZeptoMail?
ZeptoMail by Zoho Mail is a transactional email service with a dedicated focus on sending transactional emails like welcome emails, invoice, OTPs, password reset emails etc. With undivided focus on transactional email sending, it ensures timely email delivery and great inbox placement.
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Build comprehensive workflows using
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Logic
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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
Endless integrations. End to manual work.
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