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
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.
Add a new person in Bexio for each form entry made in MetForm
MetForm + Bexio
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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 Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
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Owain ap Rees
Sales Director, Artico
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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
