Integrate Paperform with Bexio
Send information between Paperform 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 Paperform
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Bexio using the responses received from Paperform.
How it works
- The flow triggers when a new entry is submitted for the selected form in Paperform.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Paperform
Paperform + Bexio
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Supported triggers and actions
Integrate Paperform and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted
Triggers when a new entry is submitted for the selected form
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
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
What is Paperform?
Paperform is a flexible online form builder that helps small businesses build solutions to cut down on busywork. It lets you take payments, manage bookings, collect information, and more.
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Learn more >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
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
