Integrate Bexio with Outlook
Send information between Bexio and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
Build your own integrations between Bexio and Outlook
Connect Bexio and Outlook with over 800+ 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 Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
Company created or updated
Triggers when a company 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
Create company
Creates a new company
Find person
Finds the details of the specified person
Update company
Updates the details of the specified company
Find product
Finds the details of an existing product by name
Find company
Finds 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 contact relation
Links a sub contact to a parent contact
Create person
Creates a new person
Find user
Find the details of the specified user by email or user ID
Find salutation title
Find the details of an existing salutation title
Find currency
Finds a currency by name or ID
Find salutation form
Find the details of an existing salutation form
Find language
Finds the details of an existing language
Find project
Finds the details of an existing project
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.
Similar apps
What is Outlook?
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
