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
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
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
Build comprehensive workflows using
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Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
