Integrate Bexio with Outlook
Send information between Bexio and Outlook automatically, without writing any code, using Zoho Flow.
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Trigger a welcome email through Outlook when a new company is added in Bexio
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Outlook to new companies created in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends a new email in Outlook.
Trigger a welcome email through Outlook when a new company is added in Bexio
Bexio + Outlook
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Supported triggers and actions
Integrate Bexio and Outlook 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
Email received
Triggers when a new email is received
Event created
Triggers when a new event 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
Create contact
Creates a new contact
Flag email
Flags the specified email
Reply to email
Replies to the specified email
Send email
Creates and sends a new email
Create event
Creates a new event
Update event
Updates a event by id
Update contact
Updates the details of an existing contact
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches an event by title
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Find contact folder
Finds a folder 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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What is Outlook?
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Custom functions
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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