Integrate MetForm with Bexio

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

Explore prebuilt integration flows to get started

[esc]

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
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a new person in Bexio.
+

Add a new person in Bexio for each form entry made in MetForm

MetForm + Bexio

Build your own integrations between MetForm and Bexio

Connect MetForm and 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

Integrate MetForm and Bexio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry 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 MetForm?

MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.

Forms WordPress Plugins

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

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.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY