Integrate PlanSo Forms with Bexio
Send information between PlanSo Forms and Bexio automatically, without writing any code, using Zoho Flow.
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Create a new person in Bexio when a form is submitted through PlanSo Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Bexio using the responses received from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio when a form is submitted through PlanSo Forms
PlanSo Forms + Bexio
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Supported triggers and actions
Integrate PlanSo Forms and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
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
Person added or updated
Triggers when a new person is added or details of an existing person 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
All Actions - Actions are the automated tasks
Create contact relation
Links a sub contact to a parent contact
Find company
Finds the details of the specified company
Create product
Creates a new product
Find country
Finds the details of the specified country
Find person
Finds the details of the specified person
Update person
Updates the details of the specified person
Create project
Creates a new project
Create timesheet
Creates a new timesheet
Find product
Finds the details of an existing product by name
Update company
Updates the details of the specified company
Create company
Creates a new company
Update project
Updates the details of an existing project
Update product
Updates the details of on existing product by ID
Create person
Creates a new person
Find project
Finds the details of an existing project
Find currency
Finds a currency by name or ID
Find business activity
Finds the details of an existing business activity
Find salutation title
Find the details of an existing salutation title
Find language
Finds the details of an existing language
Find user
Finds the details of the specified user by email or user ID
Find salutation form
Find the details of an existing salutation form
What is PlanSo Forms?
PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.
Similar apps
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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Webhook triggers
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Custom functions
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