Integrate Everest Forms with Bexio
Send information between Everest Forms and Bexio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Bexio for every form entry submitted in Everest Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Bexio using the form responses obtained from Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry submitted in Everest Forms
Everest Forms + Bexio
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Supported triggers and actions
Integrate Everest Forms and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
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
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
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
Similar apps
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
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.
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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.
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 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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
