Integrate Bexio with PartnerStack

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

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Supported triggers and actions

Integrate Bexio and PartnerStack using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Sales invoice created or updated

Triggers when a sales invoice is created or an existing one is updated with the selected status

Quote created or updated

Triggers when a quote or offer is created or details of an existing quote are updated

Person added or updated

Triggers when a new person is added or details of an existing person are updated

Company created or updated

Triggers when a new company is added or details of an existing company are updated

New product created

Triggers when a new product is created

Customer event occurred

Triggers when a customer is created, updated, or deleted

Transaction event occurred

Triggers when a transaction is created or deleted

Partner event occurred

Triggers when a partnership is created, updated, or deleted

Lead event occurred

Triggers when a lead is created, updated, closed, approved, or declined

Reward event occurred

Triggers when a reward is created, updated, restored, or declined

Deal event occurred

Triggers when a new deal is created, or when the amount, stage, or close date of a deal is updated

Offer event occurred

Triggers when an offer is created, updated, or deleted

All Actions - Actions are the automated tasks

Create project

Creates a new project

Update person

Updates the details of the specified person

Find person

Finds the details of the specified person

Create company

Creates a new company

Update company

Updates the details of the specified company

Find product

Finds the details of an existing product by name

Create timesheet

Creates a new timesheet

Find country

Finds the details of the specified country

Create product

Creates a new product

Find company

Finds the details of the specified company

Create contact relation

Links a sub contact to a parent contact

Create person

Creates a new person

Update product

Updates the details of on existing product by ID

Update project

Updates 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

Find user

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

Find salutation title

Find the details of an existing salutation title

Find business activity

Finds the details of an existing business activity

Find currency

Finds a currency by name or ID

Find project

Finds the details of an existing project

Create activity

Creates an activity for a partner or customer

Create customer

Creates a new customer

Create partner

Creates a new partner

Create transaction

Creates a new transaction

Update partner

Updates the details of an existing partner

Update customer

Updates the details of an existing customer

Fetch partner

Fetches details of an existing partner by email address or key

Fetch customer

Fetches details of an existing customer by email address or key

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 PartnerStack?

PartnerStack is a growth automation platform that helps you automatically incentivize and reward partners like resellers, consultants, and ambassadors. You can create custom referral links and company pages, send email campaigns, and track the performance of your partners with detailed analytics.

Marketing Automation

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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