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Popular Bexio workflows

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Add contacts from bexio to Zoho CRM


Add new contacts from your accounting apps to your CRM automatically. This flow adds new contacts from bexio to Zoho CRM.


How it works
1) A new contact is added to bexio.
2) Zoho Flow adds the contact to Zoho CRM.
Use this flow
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Add contacts from bexio to Zoho CRM

Bexio + Zoho CRM

Build your own Bexio integrations

Connect Bexio with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Bexio workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person added or updated

Triggers when a person is added or updated

Quote created or updated

Triggers when a quote or offer is created or an existing quote is updated

Company created or updated

Triggers when a company is added or updated

Sales invoice created or updated

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

All Actions - Actions are the automated tasks

Update company

Updates the details of the specified company

Find product

Finds the details of an existing product by name

Update person

Updates the details of the specified person

Find country

Find the details of the specified country

Create company

Creates a new company

Find person

Finds the details of the specified person

Create contact relation

Links a sub contact to a parent contact

Find company

Finds the details of the specified company

Create person

Creates a new person

Find currency

Finds a currency by name or ID

Find language

Finds the details of an existing language

Find project

Finds the details of an existing project

Find user

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

Find salutation title

Find the details of an existing salutation title

Find salutation form

Find the details of an existing salutation form

What is Bexio?

Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.

CRM Dashboard Accounting

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.

Learn more >

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Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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