Integrate Bexio with ClickMeeting

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

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Supported triggers and actions

Integrate Bexio and ClickMeeting 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

Session created

Triggers when a new session is created in the selected room

Conference created

Triggers when a new conference of the selected status is created

Registrant added

Triggers when a new registrant is added

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

Create conference

Creates a new conference room

Add registration

Registers the specified participant to the selected room

Add contact

Adds a new contact

Fetch recording

Fetches the list of recordings of the selected room

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

What is ClickMeeting?

ClickMeeting is a browser-based webinar platform that helps you conduct product demos, training sessions, online courses, business meetings, and more.

LMS Video Calls Webinars

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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Head of Operations, AAA Band Rentals

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