Integrate Bexio with Zoho Mail
Send information between Bexio and Zoho Mail automatically, without writing any code, using Zoho Flow.
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Send a welcome email using Zoho Mail when 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 send a welcome email via Zoho Mail to new companies created in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends a new email in Zoho Mail.
Send a welcome email using Zoho Mail when a new company is created in Bexio
Bexio + Zoho Mail
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Supported triggers and actions
Integrate Bexio and Zoho Mail 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
Email received
Triggers when a new email is received
Email tagged
Triggers when an email is tagged.
Email received from particular sender
Triggers when a new email is received from the specified email address
Email matching search received
Triggers when a new email matching the given conditions is received
Email sent
Triggers when an email is sent
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
Create folder
Creates a new folder
Add user to organization
Adds a new user to an existing organization
Create draft
Creates a new email and stores it in the draft folder
Create note
Creates a new personal note or a group note
Reply to an email
Sends reply to a received email using message ID
Create task
Creates a new task
Create permalink
Creates a permalink for a specific message by ID
Apply tag on email
Applies a tag on the selected email by message ID
Add member to group
Adds a new member to an existing organization
Update permalink
Updates the details of an existing permalink by message ID
Move email to folder
Moves an email to the selected folder
Fetch permalink
Fetches the details of an existing permalink by its unique message ID
Fetch email
Fetches the details of an existing email by its unique message ID
Remove permalink
Removes the specified permalink
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
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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
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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