Integrate Fulcrum with Bexio
Send information between Fulcrum and Bexio automatically, without writing any code, using Zoho Flow.
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Create a new person in Bexio for every form entry submitted in Fulcrum
Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will create a new person in Bexio from the responses collected via Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry submitted in Fulcrum
Fulcrum + Bexio
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Supported triggers and actions
Integrate Fulcrum and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New record
Triggers when a new record is created
Record updated
Triggers when an existing record is updated
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
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
What is Fulcrum?
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What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
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