Integrate Bexio with Demio

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

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Supported 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

Registrant added

Triggers when a new registration is made for a webinar

Registrant joined

Triggers when a registrant joins a running webinar

All Actions - Actions are the automated tasks

Create company

Creates a new company

Find product

Finds the details of an existing product by name

Find person

Finds the details of the specified person

Find company

Finds the details of the specified company

Find country

Find the details of the specified country

Update company

Updates the details of the specified company

Update person

Updates the details of the specified person

Create contact relation

Links a sub contact to a parent contact

Create person

Creates a new person

Find user

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

Find currency

Finds a currency by name or ID

Find salutation title

Find the details of an existing salutation title

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

Create registration

Creates a new registration for a webinar

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 Demio?

Demio is a webinar platform that lets marketers easily reach out to audiences, engage and convert audiences through live conversations and more.

Webinars

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.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know 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. Know more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Know more

Toto

Technical Engineer, Master Liveaboards

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