Integrate Jetpack CRM with Bexio
Send information between Jetpack CRM and Bexio automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Jetpack CRM and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact status updated
Triggers when the status of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
Company created or updated
Triggers when a new company is added or details of an existing company are updated
New product created
Triggers when a new product is created
Sales invoice created or updated
Triggers when a sales invoice is created or an existing one is updated with the selected status
Quote created or updated
Triggers when a quote or offer is created or details of an existing quote are updated
Person added or updated
Triggers when a new person is added or details of an existing person are updated
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Find country
Finds the details of the specified country
Create product
Creates a new product
Find company
Finds the details of the specified company
Create contact relation
Links a sub contact to a parent contact
Create company
Creates a new company
Update company
Updates the details of the specified company
Find product
Finds the details of an existing product by name
Create timesheet
Creates a new timesheet
Create project
Creates a new project
Update person
Updates the details of the specified person
Find person
Finds the details of the specified person
Create person
Creates a new person
Update product
Updates the details of on existing product by ID
Update project
Updates the details of an existing project
Find language
Finds the details of an existing language
Find salutation title
Find the details of an existing salutation title
Find business activity
Finds the details of an existing business activity
Find currency
Finds a currency by name or ID
Find project
Finds the details of an existing project
Find salutation form
Find the details of an existing salutation form
Find user
Finds the details of the specified user by email or user ID
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
Similar apps
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
Similar apps
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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