Integrate Fluent Forms with Bexio

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

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Create a new person in Bexio for every form entry submitted in Fluent Forms

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will add a new person in Bexio using the responses received from Fluent Forms.

How it works
  1. The flow triggers when a form is submitted in Fluent Forms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Fluent Forms

Fluent Forms + Bexio

Build your own integrations between Fluent Forms and Bexio

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Supported triggers and actions

Integrate Fluent Forms and Bexio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form is submitted

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 Fluent Forms?

Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms

Forms WordPress Plugins

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

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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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

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

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