Integrate Salesmate with Bexio
Send information between Salesmate and Bexio automatically, without writing any code, using Zoho Flow.
Build your own integrations between Salesmate and Bexio
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Supported triggers and actions
Integrate Salesmate and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity is created
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 deal
Creates a new deal
Create company
Creates a new company
Create activity
Creates a new activity
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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