Integrate PlanSo Forms with Bexio
Send information between PlanSo Forms and Bexio automatically, without writing any code, using Zoho Flow.
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Create a new person in Bexio when a form is submitted through PlanSo Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Bexio using the responses received from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio when a form is submitted through PlanSo Forms
PlanSo Forms + Bexio
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Supported triggers and actions
Integrate PlanSo Forms and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Person added or updated
Triggers when a person is added or updated
New product created
Triggers when a new product is created
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
Company created or updated
Triggers when a company is added or updated
All Actions - Actions are the automated tasks
Find product
Finds the details of an existing product by name
Update person
Updates the details of the specified person
Find person
Finds the details of the specified person
Find country
Find the details of the specified country
Update company
Updates the details of the specified company
Create timesheet
Creates a new timesheet
Create product
Creates a new product
Create company
Creates a new company
Find company
Finds the details of the specified company
Create project
Creates a new project
Create contact relation
Links a sub contact to a parent contact
Update product
Updates the details of on existing product by ID
Create person
Creates a new person
Update project
Updates the details of an existing project
Find currency
Finds a currency by name or ID
Find project
Finds the details of an existing project
Find language
Finds the details of an existing language
Find salutation form
Find the details of an existing salutation form
Find salutation title
Find the details of an existing salutation title
Find business activity
Finds the details of an existing business activity
Find user
Find the details of the specified user by email or user ID
What is PlanSo Forms?
PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.
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.
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