Integrate Fulcrum with Bexio
Send information between Fulcrum 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 Fulcrum
Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will create a new person in Bexio from the responses collected via Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry submitted in Fulcrum
Fulcrum + Bexio
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Supported triggers and actions
Integrate Fulcrum and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record updated
Triggers when an existing record is updated
New record
Triggers when a new record is created
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 Fulcrum?
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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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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
