Integrate Bexio with Drift

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

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Supported triggers and actions

Integrate Bexio and Drift using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Conversation closed

Triggers when a conversation is closed

New conversation

Triggers when a new conversation is created

All Actions - Actions are the automated tasks

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

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact - By ID

Fetches the details of an existing contact by ID

Fetch conversation

Fetches the details of a conversation by its ID

Fetch contact - By email

Fetches the details of an existing contact by email

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 Drift?

Drift is a conversational marketing platform that allows you to send targeted in-app messages, set up bots to chat with visitors, and get notifications when targeted customers visit the site.

Customer Support

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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Technical Engineer, Master Liveaboards

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