Integrate Bexio with Flowlu

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

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Supported triggers and actions

Integrate Bexio and Flowlu 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

Sales opportunity created

Triggers when a new sales opportunity is created

Issue created

Triggers when a new issue is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Account created

Triggers when a new account is created

Invoice paid

Triggers when an invoice payment is made

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 account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Create task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

Update project

Updates the details of an existing project

Update sales opportunity

Updates the details of an existing sales opportunity

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch project

Fetches the details of an existing project by project ID

Fetch account

Fetches the details of an existing account by account ID

Fetch task

Fetches the details of an existing task by task ID

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 Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting CRM

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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Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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Head of Operations, AAA Band Rentals

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