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
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 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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