Integrate Bexio with Zoho TeamInbox
Send information between Bexio and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
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Send a welcome email using Zoho TeamInbox when a new company is created in Bexio
Quickly welcome your new clients with a tailored automated welcome email. This flow will dispatch a welcome email through Zoho TeamInbox for newly created companies in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow sends a new email in Zoho TeamInbox.
Send a welcome email using Zoho TeamInbox when a new company is created in Bexio
Bexio + Zoho TeamInbox
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Supported triggers and actions
Integrate Bexio and Zoho TeamInbox using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person added or updated
Triggers when a person is added or updated
New product created
Triggers when a new product is created
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
Company created or updated
Triggers when a company is added or updated
New inbound message
Triggers when a new inbound message is recieved
New outbound message
Triggers when a new outbound message is sent
Outbound reply
Triggers when a new outbound reply message is sent
Inbound reply received
Triggers when a new inbound reply message is received
New comment
Triggers when a new comment is recieved
All Actions - Actions are the automated tasks
Find product
Finds the details of an existing product by name
Update person
Updates the details of the specified person
Find person
Finds the details of the specified person
Find country
Find the details of the specified country
Update company
Updates the details of the specified company
Create timesheet
Creates a new timesheet
Create product
Creates a new product
Create company
Creates a new company
Find company
Finds the details of the specified company
Create project
Creates a new project
Create contact relation
Links a sub contact to a parent contact
Update product
Updates the details of on existing product by ID
Create person
Creates a new person
Update project
Updates the details of an existing project
Find currency
Finds a currency by name or ID
Find project
Finds the details of an existing project
Find language
Finds the details of an existing language
Find salutation form
Find the details of an existing salutation form
Find salutation title
Find the details of an existing salutation title
Find business activity
Finds the details of an existing business activity
Find user
Find the details of the specified user by email or user ID
Create contact
Creates a new contact
Send email
Sends a new email
Fetch contact by email
Fetches the details of an existing contact using email
What is Zoho TeamInbox?
Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.
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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
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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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
