Integrate Bexio with Zoho TeamInbox

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

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Send a welcome email using Zoho TeamInbox when a new company is created in Bexio

Quickly welcome your new clients with a tailored automated welcome email. This flow will dispatch a welcome email through Zoho TeamInbox 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 sends a new email in Zoho TeamInbox.
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Send a welcome email using Zoho TeamInbox when a new company is created in Bexio

Bexio + Zoho TeamInbox

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Supported triggers and actions

Integrate Bexio and Zoho TeamInbox 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

New inbound message

Triggers when a new inbound message is recieved

Outbound reply

Triggers when a new outbound reply message is sent

Inbound reply received

Triggers when a new inbound reply message is received

New outbound message

Triggers when a new outbound message is sent

New comment

Triggers when a new comment is recieved

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 contact

Creates a new contact

Send email

Sends a new email

Fetch contact by email

Fetches the details of an existing contact using email

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 Zoho TeamInbox?

Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.

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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Sales Director, Artico

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CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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