Integrate Kali Forms with Bexio
Send information between Kali Forms and Bexio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Bexio for each form entry made in Kali Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Kali Forms.
How it works
- The flow triggers when a form entry is submitted in Kali Forms.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Kali Forms
Kali Forms + Bexio
Build your own integrations between Kali Forms and Bexio
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Supported triggers and actions
Integrate Kali Forms and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
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
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
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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
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
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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.
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