Integrate EvaluAgent with Bexio
Send information between EvaluAgent and Bexio automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate EvaluAgent and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Evaluation created
Triggers when a new evaluation is added
Contact created
Triggers when a new contact is created
New product created
Triggers when a new product is created
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
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
Create contact
Creates a new contact
Create user
Adds a new user
Update user
Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.
Update company
Updates the details of the specified company
Find person
Finds the details of the specified person
Create project
Creates a new project
Find company
Finds the details of the specified company
Find product
Finds the details of an existing product by name
Create timesheet
Creates a new timesheet
Create company
Creates a new company
Create contact relation
Links a sub contact to a parent contact
Create product
Creates a new product
Update person
Updates the details of the specified person
Find country
Find the details of the specified country
Update product
Updates the details of on existing product by ID
Update project
Updates the details of an existing project
Create person
Creates a new person
Find currency
Finds a currency by name or ID
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 business activity
Finds the details of an existing business activity
Find language
Finds the details of an existing language
Find salutation title
Find the details of an existing salutation title
What is EvaluAgent?
EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, 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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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