Integrate Bexio with Office 365

Send information between Bexio and Office 365 automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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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

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

Person added or updated

Triggers when a person is added or updated

Company created or updated

Triggers when a company is added or 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

Update company

Updates the details of the specified company

Find country

Find the details of the specified country

Update person

Updates the details of the specified person

Create project

Creates a new project

Create contact relation

Links a sub contact to a parent contact

Create timesheet

Creates a new timesheet

Find person

Finds the details of the specified person

Find product

Finds the details of an existing product by name

Find company

Finds the details of the specified company

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 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

Find salutation form

Find the details of an existing salutation form

Find currency

Finds a currency by name or ID

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.

Accounting CRM Dashboard

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.

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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

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