Integrate PlanSo Forms with Bexio

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

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Create a new person in Bexio when a form is submitted through PlanSo Forms

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Bexio using the responses received from PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio when a form is submitted through PlanSo Forms

PlanSo Forms + Bexio

Build your own integrations between PlanSo Forms and Bexio

Connect PlanSo Forms and Bexio with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate PlanSo Forms and Bexio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

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 PlanSo Forms?

PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.

Forms WordPress Plugins

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

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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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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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