Integrate Formsite with Bexio

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

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Create a new person in Bexio for every form entry from Formsite

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This workflow will generate a new person in Bexio using the form inputs received in Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry from Formsite

Formsite + Bexio

Build your own integrations between Formsite and Bexio

Connect Formsite and Bexio 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 Formsite and Bexio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Result submitted through forms

Triggers when a result is submitted through the selected form

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

Quote created or updated

Triggers when a quote or offer is created or an existing quote is updated

Company created or updated

Triggers when a company is added or updated

All Actions - Actions are the automated tasks

Create company

Creates a new company

Find person

Finds the details of the specified person

Update company

Updates the details of the specified company

Find product

Finds the details of an existing product by name

Find company

Finds 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 contact relation

Links a sub contact to a parent contact

Create person

Creates a new person

Find user

Find the details of the specified user by email or user ID

Find salutation title

Find the details of an existing salutation title

Find currency

Finds a currency by name or ID

Find salutation form

Find the details of an existing salutation form

Find language

Finds the details of an existing language

Find project

Finds the details of an existing project

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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