Integrate Kali Forms with Bexio
Send information between Kali Forms and Bexio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Bexio for each form entry made in Kali Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Kali Forms.
How it works
- The flow triggers when a form entry is submitted in Kali Forms.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Kali Forms
Kali Forms + Bexio
Build your own integrations between Kali Forms and Bexio
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Supported triggers and actions
Integrate Kali Forms and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
Company created or updated
Triggers when a company is added or updated
Person added or updated
Triggers when a person is added or updated
Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
All Actions - Actions are the automated tasks
Create timesheet
Creates a new timesheet
Find company
Finds the details of the specified company
Create company
Creates a new company
Update company
Updates the details of the specified company
Find country
Find the details of the specified country
Create contact relation
Links a sub contact to a parent contact
Find person
Finds the details of the specified person
Find product
Finds the details of an existing product by name
Update person
Updates the details of the specified person
Create project
Creates a new project
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 currency
Finds a currency by name or ID
Find business activity
Finds the details of an existing business activity
Find salutation title
Find the details of an existing salutation title
Find user
Find the details of the specified user by email or user ID
What is Kali Forms?
Kali Forms is a form builder WordPress plugin that helps users build customized forms like payment forms, contact forms, or feedback forms on their WordPress site.
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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
