Integrate Bexio with Zoho Mail
Send information between Bexio and Zoho Mail automatically, without writing any code, using Zoho Flow.
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Send a welcome email using Zoho Mail 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 send a welcome email via Zoho Mail 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 Zoho Mail.
Send a welcome email using Zoho Mail when a new company is created in Bexio
Bexio + Zoho Mail
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Supported triggers and actions
Integrate Bexio and Zoho Mail 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
Email tagged
Triggers when an email is tagged.
Email received from particular sender
Triggers when a new email is received from the specified email address
Email matching search received
Triggers when a new email matching the given conditions is received
Email sent
Triggers when an email is sent
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 draft
Creates a new email and stores it in the draft folder
Create task
Creates a new task
Create permalink
Creates a permalink for a specific message by ID
Send email
Creates and sends a new email
Add user to organization
Adds a new user to an existing organization
Create folder
Creates a new folder
Create note
Creates a new personal note or a group note
Update permalink
Updates the details of an existing permalink by message ID
Move email to folder
Moves an email to the selected folder
Apply tag on email
Applies a tag on the selected email by message ID
Add member to group
Adds a new member to an existing organization
Fetch permalink
Fetches the details of an existing permalink by its unique message ID
Fetch email
Fetches the details of an existing email by its unique message ID
Remove permalink
Removes the specified permalink
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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
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
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CEO, Fabricroot
