Integrate Bexio with Elastic Email

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

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Send out a welcome email with Elastic Email once a new company is created in Bexio

Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via Elastic Email to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends an email from your account in Elastic Email.
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Send out a welcome email with Elastic Email once a new company is created in Bexio

Bexio + Elastic Email

Build your own integrations between Bexio and Elastic Email

Connect Bexio and Elastic Email with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Bexio and Elastic Email 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

Quote created or updated

Triggers when a quote or offer is created or an existing quote is updated

Sales invoice created or updated

Triggers when a sales invoice is created or updated with the selected status

Person added or updated

Triggers when a person is added or updated

All Actions - Actions are the automated tasks

Find product

Finds the details of an existing product by name

Find person

Finds the details of the specified person

Create company

Creates a new company

Find company

Finds the details of the specified company

Create contact relation

Links a sub contact to a parent contact

Create timesheet

Creates a new timesheet

Update company

Updates the details of the specified company

Update person

Updates the details of the specified person

Find country

Find the details of the specified country

Create project

Creates a new project

Update project

Updates the details of an existing project

Create person

Creates a new person

Find salutation title

Find the details of an existing salutation title

Find salutation form

Find the details of an existing salutation form

Find user

Find the details of the specified user by email or user ID

Find project

Finds the details of an existing project

Find currency

Finds a currency by name or ID

Find business activity

Finds the details of an existing business activity

Find language

Finds the details of an existing language

Send email

Sends an email from your account

Create contact

Creates a new contact

Change contact status

Changes the status of the contact associated with the selected email

Fetch contact

Fetches a contact by 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 Elastic Email?

Elastic Email is an email delivery platform. You can design custom email templates, manage emails with sub-accounts, and collect data with unlimited surveys.

Email

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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