Integrate Bexio with Helpwise

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

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

Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Helpwise 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 an email to the specified customer in Helpwise.
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Send out a welcome email with Helpwise once a new company is created in Bexio

Bexio + Helpwise

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Supported triggers and actions

Integrate Bexio and Helpwise 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

Contact created

Triggers when a new contact is created

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 SMS

Sends an SMS message to the specified customer

Send email

Sends an email to the specified customer

Create contact

Creates a new contact

Send WhatsApp message

Sends a WhatsApp message to the specified customer

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 Helpwise?

Helpwise is a shared inbox & shared email platform for growing teams. It lets you easily manage and reply to customer emails without sharing email logins, track the performance of your teams, and more.

Email Team Collaboration

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

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

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