Integrate Bexio with Outlook

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

Explore prebuilt integration flows to get started

[esc]

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
  1. The flow triggers when a company is added or updated in Bexio.
  2. 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

Build your own integrations between Bexio and Outlook

Connect Bexio and Outlook with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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 company is added or updated

Person added or updated

Triggers when a person is added or updated

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

Email sent

Triggers when a new email is sent

Event created

Triggers when a new event is created

Task created

Triggers when a new task is added to the selected list

Email received

Triggers when a new email is received

Event updated

Triggers when the details of an existing event are updated

All Actions - Actions are the automated tasks

Create timesheet

Creates a new timesheet

Find company

Finds the details of the specified company

Create company

Creates a new company

Update company

Updates the details of the specified company

Find country

Find the details of the specified country

Create contact relation

Links a sub contact to a parent contact

Find person

Finds the details of the specified person

Find product

Finds the details of an existing product by name

Update person

Updates the details of the specified person

Create project

Creates a new project

Create person

Creates a new person

Update project

Updates the details of an existing project

Find project

Finds the details of an existing project

Find language

Finds the details of an existing language

Find salutation form

Find the details of an existing salutation form

Find currency

Finds a currency by name or ID

Find business activity

Finds the details of an existing business activity

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

Forward event

Forwards an event request to the specified recipients

Create contact

Creates a new contact

Reply to email

Replies to the specified email

Create event

Creates a new event

Create task

Creates a new task in the selected list

Send email

Creates and sends a new email

Flag email

Flags the specified email

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task in the selected list

Update event

Updates the details of an existing event

Fetch calendar

Fetches the details of a calendar by name

Fetch event

Fetches the details of an existing event by title or ID from the selected calendar

Find contact folder

Finds a folder by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Fetch task

Fetches the details of an existing task by title or ID from the selected list

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

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY