Integrate Bexio with Office 365
Send information between Bexio and Office 365 automatically, without writing any code, using Zoho Flow.
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Send out a welcome email with Office 365 once a new company is created in Bexio
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through Office 365 for newly created companies in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Send out a welcome email with Office 365 once a new company is created in Bexio
Bexio + Office 365
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Supported triggers and actions
Integrate Bexio and Office 365 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
Event updated
Triggers when any detail of an existing event is updated
Email received
Triggers when a new email is received
Calendar added
Triggers when a new calendar is added
Event added
Triggers when a new event is added in the selected calendar
Contact added
Triggers when a new contact is added
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
Creates and sends an email to a recipient
Create contact
Creates a new contact
Create event
Creates a new event in the selected calendar
Add user
Adds a new account user
Update contact
Updates the details of an existing contact by ID
Update user
Updates the details of a user by ID
Update event
Updates the details of an existing event by ID
Fetch event
Fetches the details of an existing event by title or ID
Invite user
Invites the specified user to your group
Fetch user
Fetches the details of a user by display name
Find contact folder
Finds a contact folder using name
Fetch contact
Fetches the details of an existing contact by name
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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