Integrate WPForms with Bexio

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

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Create a new person in Bexio for every form entry from WPForms

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will create a new person in Bexio from the responses collected via WPForms.

How it works
  1. The flow triggers when a new form entry is made in WPForms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry from WPForms

WPForms + Bexio

Build your own integrations between WPForms and Bexio

Connect WPForms and Bexio with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate WPForms and Bexio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

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

Company created or updated

Triggers when a company is added or updated

Sales invoice created or updated

Triggers when a sales invoice is created or updated with the selected status

All Actions - Actions are the automated tasks

Update company

Updates the details of the specified company

Find product

Finds the details of an existing product by name

Update person

Updates the details of the specified person

Find country

Find the details of the specified country

Create company

Creates a new company

Find person

Finds the details of the specified person

Create contact relation

Links a sub contact to a parent contact

Find company

Finds the details of the specified company

Create person

Creates a new person

Find currency

Finds a currency by name or ID

Find language

Finds the details of an existing language

Find project

Finds the details of an existing project

Find user

Find the details of the specified user by email or user ID

Find salutation title

Find the details of an existing salutation title

Find salutation form

Find the details of an existing salutation form

What is WPForms?

WP Forms is a drag and drop WordPress form builder that’s easy and powerful. It provides you with numerous customizable form templates for subscription forms, payment forms, and more.

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.

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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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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