Integrate Bexio with Outlook

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Trigger a welcome email through Outlook when a new company is added in Bexio

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Outlook to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow creates and sends a new email in Outlook.
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Trigger a welcome email through Outlook when a new company is added in Bexio

Bexio + Outlook

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Supported triggers and actions

Integrate Bexio and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Event created

Triggers when a new event is created

Email received

Triggers when a new email is received

All Actions - Actions are the automated tasks

Create contact relation

Links a sub contact to a parent contact

Find product

Finds the details of an existing product by name

Find company

Finds the details of the specified company

Create project

Creates a new project

Create company

Creates a new company

Create timesheet

Creates a new timesheet

Create product

Creates a new product

Update company

Updates the details of the specified company

Find person

Finds the details of the specified person

Find country

Find the details of the specified country

Update person

Updates the details of the specified person

Update project

Updates the details of an existing project

Update product

Updates the details of on existing product by ID

Create person

Creates a new person

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

Find salutation form

Find the details of an existing salutation form

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 currency

Finds a currency by name or ID

Send email

Creates and sends a new email

Reply to email

Replies to the specified email

Create event

Creates a new event

Flag email

Flags the specified email

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update event

Updates a event by id

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Fetch event

Fetches an event by title

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 Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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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