Integrate Pipefy with Bexio
Send information between Pipefy and Bexio automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipefy and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Card late
Triggers when a card in the selected pipe exceeds maximum lead time
Card overdue
Triggers when a card is overdue in the selected pipe
New card
Triggers when a new card is created in the selected pipe
Card expired
Triggers when a card expires in the selected pipe
Card moved
Triggers when a card is moved in the selected pipe
Card done
Triggers when a card is done in the selected pipe
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
All Actions - Actions are the automated tasks
Create card
Creates a card in the selected pipe
Delete card
Deletes the selected card
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
What is Pipefy?
Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.
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