Integrate Bexio with 850+ apps
Create business workflows for Bexio without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Bexio workflows
Add contacts from bexio to Zoho CRM
How it works
Generate a company profile in Bexio for recently added exhibitors in ExpoFP
Seamlessly integrate new exhibitors into your cloud accounting solution to expedite relationship-building. This flow will set up a new company in Bexio following the addition of an exhibitor to ExpoFP.
How it works
- The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
- Zoho Flow creates a new company in Bexio.
Send out a welcome email with Office 365 once a new company is created in Bexio
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through Office 365 for newly created companies in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Send a welcome email using Spot Hit when a new company is created in Bexio
Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Spot Hit to new companies created in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow sends an email in Spot Hit.
Send out a welcome email with Elastic Email once a new company is created in Bexio
Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via Elastic Email to new companies created in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow sends an email from your account in Elastic Email.
Initiate a welcome email using ZeptoMail when a new company is created in Bexio
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through ZeptoMail for newly created companies in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow sends an email to the selected email addresses in ZeptoMail.
Send out a welcome email with Helpwise once a new company is created in Bexio
Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Helpwise for newly created companies in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow sends an email to the specified customer in Helpwise.
Trigger a welcome email through Outlook when a new company is added in Bexio
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Outlook to new companies created in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends a new email in Outlook.
Send a welcome email using Zoho Mail when a new company is created in Bexio
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Zoho Mail to new companies created in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends a new email in Zoho Mail.
Send out a welcome email with Gmail for Workspace once a new company is created in Bexio
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will generate a welcome email using Gmail for Workspace for every new company created within Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow sends a new email in Gmail for Workspace.
Create a new person in Bexio when a form is submitted through 123FormBuilder
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Bexio using the form inputs received in 123FormBuilder.
How it works
- The flow triggers when a new submission is added to the selected form in 123FormBuilder.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Basin
Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This workflow will generate a new person in Bexio using the form inputs received in Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry from Bit Form
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 Bit Form.
How it works
- The flow triggers when a new form response is received in Bit Form.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry submitted in Contact Form 7
Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This workflow will generate a new person in Bexio using the form inputs received in Contact Form 7.
How it works
- The flow triggers when a new form entry is submitted in Contact Form 7.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio when a form is submitted through Device Magic
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 Device Magic.
How it works
- The flow triggers when a new submission is received in the selected form in Device Magic.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Elementor Pro
Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will generate a new person in Bexio using the form responses obtained from Elementor Pro.
How it works
- The flow triggers when a new form entry is made in Elementor Pro.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry submitted in Everest Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Bexio using the form responses obtained from Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry submitted in FastField
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 FastField.
How it works
- The flow triggers when a new submission is created in FastField.
- Zoho Flow creates a new person in Bexio.
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
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry submitted in Formidable Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Formidable Forms.
How it works
- The flow triggers when a new form entry is made in Formidable Forms.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Forminator
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Bexio using the form inputs received in Forminator.
How it works
- The flow triggers when a form is submitted in Forminator.
- Zoho Flow creates a new person in Bexio.
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
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Formstack
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 Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow creates a new person in Bexio.
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 Gravity Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Gravity Forms.
How it works
- The flow triggers when a new form is submitted in Gravity Forms.
- Zoho Flow creates a new person in Bexio.
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 JotForm
Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will add a new person in Bexio using the responses received from JotForm.
How it works
- The flow triggers when a new submission is added to the selected form in JotForm.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry submitted in Kadence Blocks
Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will generate a new person in Bexio using the form responses obtained from Kadence Blocks.
How it works
- The flow triggers when a form entry is submitted in Kadence Blocks.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Kali Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Kali Forms.
How it works
- The flow triggers when a form entry is submitted in Kali Forms.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in MetForm
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 MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry from Ninja Forms
Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This workflow will generate a new person in Bexio using the form inputs received in Ninja Forms.
How it works
- The flow triggers when a new form entry is added in Ninja Forms.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Paperform
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 Paperform.
How it works
- The flow triggers when a new entry is submitted for the selected form in Paperform.
- Zoho Flow creates a new person in Bexio.
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 for every form entry submitted in Typeform
Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in Bexio from the responses collected via Typeform.
How it works
- The flow triggers when a new entry is submitted in the selected form in Typeform.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry submitted in Ultimate Member
Efficiently gather contact details from forms, minimising duplication efforts. This flow will add a new person in Bexio using the responses received from Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio when a form is submitted through weForms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry from WPForms
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 WPForms.
How it works
- The flow triggers when a new form entry is made in WPForms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio when a form is submitted through WS Form
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 WS Form.
How it works
- The flow triggers when a form entry is submitted in WS Form.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Wufoo
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 Wufoo.
How it works
- The flow triggers when a new entry is created in Wufoo.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Zoho Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new person in Bexio.
Build your own Bexio integrations
Connect Bexio with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Build your Bexio workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
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
Person added or updated
Triggers when a person is added or updated
All Actions - Actions are the automated tasks
Create contact relation
Links a sub contact to a parent contact
Update person
Updates the details of the specified person
Create project
Creates a new project
Update company
Updates the details of the specified company
Find country
Find the details of the specified country
Find company
Finds the details of the specified company
Create company
Creates a new company
Find person
Finds the details of the specified person
Find product
Finds the details of an existing product by name
Create timesheet
Creates a new timesheet
Create person
Creates a new person
Update project
Updates the details of an existing project
Find salutation form
Find the details of an existing salutation form
Find currency
Finds a currency by name or ID
Find salutation title
Find the details of an existing salutation title
Find user
Find the details of the specified user by email or user ID
Find business activity
Finds the details of an existing business activity
Find project
Finds the details of an existing project
Find language
Finds the details of an existing language
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 >