Integrate Happyforms with Bexio
Send information between Happyforms 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 from Happyforms
Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will create a new person in Bexio from the responses collected via Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry from Happyforms
Happyforms + Bexio
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Supported triggers and actions
Integrate Happyforms and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry 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 Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
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
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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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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.
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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
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Technical Engineer, Master Liveaboards
