Integrate Bexio with Office 365
Send information between Bexio and Office 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send out a welcome email with Office 365 once 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 Office 365 for newly created companies in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Send out a welcome email with Office 365 once a new company is created in Bexio
Bexio + Office 365
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Supported triggers and actions
Integrate Bexio and Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Event updated
Triggers when any detail of an existing event is updated
Event added
Triggers when a new event is added in the selected calendar
Email received
Triggers when a new email is received
Calendar added
Triggers when a new calendar is added
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create company
Creates a new company
Find product
Finds the details of an existing product by name
Find person
Finds the details of the specified person
Find company
Finds the details of the specified company
Find country
Find the details of the specified country
Update company
Updates the details of the specified company
Update person
Updates the details of the specified person
Create contact relation
Links a sub contact to a parent contact
Create person
Creates a new person
Find user
Find the details of the specified user by email or user ID
Find currency
Finds a currency by name or ID
Find salutation title
Find the details of an existing salutation title
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
Create event
Creates a new event in the selected calendar
Add user
Adds a new account user
Send email
Creates and sends an email to a recipient
Create contact
Creates a new contact
Update event
Updates the details of an existing event by ID
Update contact
Updates the details of an existing contact by ID
Update user
Updates the details of a user by ID
Find contact folder
Finds a contact folder using name
Invite user
Invites the specified user to your group
Fetch user
Fetches the details of a user by display name
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by name
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
Similar apps
What is Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
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
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
