Integrate PlanSo Forms with Bexio
Send information between PlanSo Forms and Bexio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio when a form is submitted through PlanSo Forms
PlanSo Forms + Bexio
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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.
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
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
