Integrate Bexio with FluentCRM
Send information between Bexio and FluentCRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Bexio and FluentCRM 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
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
Person added or updated
Triggers when a person is added or updated
New product created
Triggers when a new product is created
Contact added to Lists
Triggers when a contact is added to lists
Contact removed from tags
Triggers when a contact removed from tags
Contact updated
Triggers when an existing contact is updated
Contact remove from lists
Triggers when a contact is removed from lists
Contact created
Triggers when a new contact is created
Contact added to tags
Triggers when a contact added to tags
All Actions - Actions are the automated tasks
Create project
Creates a new project
Find person
Finds the details of the specified person
Create company
Creates a new company
Create timesheet
Creates a new timesheet
Find product
Finds the details of an existing product by name
Update person
Updates the details of the specified person
Find country
Find 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 company
Updates the details of the specified company
Create product
Creates a new product
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 currency
Finds a currency by name or ID
Find salutation form
Find the details of an existing salutation form
Find user
Find the details of the specified user by email or user ID
Find language
Finds the details of an existing language
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
Create tag
Creates a new tag
Create contact
Creates a new contact
Create list
Creates a new list
Update contact
Updates the details of the specified contact
Fetch contact
Fetches the details of an existing contact using ID
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
Similar apps
What is FluentCRM?
FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.
Similar apps
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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Head of Operations, AAA Band Rentals
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Technical Engineer, Master Liveaboards
