Integrate Bexio with ZeptoMail

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

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Initiate a welcome email using ZeptoMail when 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 ZeptoMail 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 selected email addresses in ZeptoMail.
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Initiate a welcome email using ZeptoMail when a new company is created in Bexio

Bexio + ZeptoMail

Build your own integrations between Bexio and ZeptoMail

Connect Bexio and ZeptoMail 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 ZeptoMail 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 event occurred

Triggers when an email event (bounce, open, or click) occours

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 to the selected email addresses

Send template email

Sends a template email to the selected email addresses

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 ZeptoMail?

ZeptoMail by Zoho Mail is a transactional email service with a dedicated focus on sending transactional emails like welcome emails, invoice, OTPs, password reset emails etc. With undivided focus on transactional email sending, it ensures timely email delivery and great inbox placement.

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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