Integrate Bexio with Outlook
Send information between Bexio and Outlook automatically, without writing any code, using Zoho Flow.
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Trigger a welcome email through Outlook when a new company is added in Bexio
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Outlook to new companies created in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends a new email in Outlook.
Trigger a welcome email through Outlook when a new company is added in Bexio
Bexio + Outlook
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Supported triggers and actions
Integrate Bexio and Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created or updated
Triggers when a new company is added or details of an existing company are updated
New product created
Triggers when a new product is created
Sales invoice created or updated
Triggers when a sales invoice is created or an existing one is updated with the selected status
Quote created or updated
Triggers when a quote or offer is created or details of an existing quote are updated
Person added or updated
Triggers when a new person is added or details of an existing person are updated
Task created
Triggers when a new task is added to the selected list
Email received
Triggers when a new email is received
Event created
Triggers when a new event is created
Email sent
Triggers when a new email is sent
Event updated
Triggers when the details of an existing event are updated
Event cancelled
Triggers when an existing event is cancelled
All Actions - Actions are the automated tasks
Find country
Finds the details of the specified country
Create product
Creates a new product
Find company
Finds the details of the specified company
Create contact relation
Links a sub contact to a parent contact
Create company
Creates a new company
Update company
Updates the details of the specified company
Find product
Finds the details of an existing product by name
Create timesheet
Creates a new timesheet
Create project
Creates a new project
Update person
Updates the details of the specified person
Find person
Finds the details of the specified person
Create person
Creates a new person
Update product
Updates the details of on existing product by ID
Update project
Updates the details of an existing project
Find language
Finds the details of an existing language
Find salutation title
Find the details of an existing salutation title
Find business activity
Finds the details of an existing business activity
Find currency
Finds a currency by name or ID
Find project
Finds 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 contact folder
Finds a folder by name
Fetch calendar
Fetches the details of a calendar by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Reply to email
Replies to the specified email
Send email
Creates and sends a new email
Flag email
Flags the specified email
Forward event
Forwards an event request to the specified recipients
Create event
Creates a new event
Create task
Creates a new task in the selected list
Create contact
Creates a new contact
Update task
Updates the details of an existing task in the selected list
Update event
Updates the details of an existing event
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task by title or ID from the selected list
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
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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