Integrate dotdigital with Bexio
Send information between dotdigital and Bexio automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate dotdigital and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Survey response added
Triggers when a new response is added in the selected survey
New product created
Triggers when a new product is created
Company created or updated
Triggers when a new company is added or details of an existing company are updated
Quote created or updated
Triggers when a quote or offer is created or details of an existing quote are updated
Sales invoice created or updated
Triggers when a sales invoice is created or an existing one is updated with the selected status
Person added or updated
Triggers when a new person is added or details of an existing person are updated
All Actions - Actions are the automated tasks
Create or update contact
Creates or updates a contact
Create contact data field
Creates a new contact data field
Create address book
Creates a new address book
Refresh segment
Refreshes an existing segment
Send campaign to address book
Sends a campaign to the selected address book
Send transactional email
Sends a transactional email
Enrol contact in program
Enrolls a contact in the selected program
Send campaign to contact
Sends a campaign to the specified contact
Unsubscribe contact
Unsubscribes the specified contact
Update person
Updates the details of the specified person
Create project
Creates a new project
Find person
Finds the details of the specified person
Update company
Updates the details of the specified company
Create company
Creates a new company
Create timesheet
Creates a new timesheet
Find product
Finds the details of an existing product by name
Create product
Creates a new product
Find country
Finds the details of the specified country
Create contact relation
Links a sub contact to a parent contact
Find company
Finds the details of the specified company
Update product
Updates the details of on existing product by ID
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 user
Finds the details of the specified user by email or user ID
Find business activity
Finds the details of an existing business activity
Find salutation title
Find the details of an existing salutation title
Find project
Finds the details of an existing project
Find currency
Finds a currency by name or ID
Find language
Finds the details of an existing language
What is dotdigital?
dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.
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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