Integrate Bexio with 850+ apps

Create business workflows for Bexio without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Bexio workflows

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Add contacts from bexio to Zoho CRM

Bexio + 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.
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Generate a company profile in Bexio for recently added exhibitors in ExpoFP

ExpoFP + Bexio

Seamlessly integrate new exhibitors into your cloud accounting solution to expedite relationship-building. This flow will set up a new company in Bexio following the addition of an exhibitor to ExpoFP.

How it works
  1. The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
  2. Zoho Flow creates a new company in Bexio.
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Send out a welcome email with Office 365 once a new company is created in Bexio

Bexio + Office 365

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through Office 365 for newly created companies in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Send a welcome email using Spot Hit when a new company is created in Bexio

Bexio + Spot Hit

Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Spot Hit to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends an email in Spot Hit.
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Send out a welcome email with Elastic Email once a new company is created in Bexio

Bexio + Elastic Email

Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via Elastic Email to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends an email from your account in Elastic Email.
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Initiate a welcome email using ZeptoMail when a new company is created in Bexio

Bexio + ZeptoMail

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through ZeptoMail for newly created companies in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends an email to the selected email addresses in ZeptoMail.
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Send out a welcome email with Helpwise once a new company is created in Bexio

Bexio + Helpwise

Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Helpwise for newly created companies in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends an email to the specified customer in Helpwise.
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Trigger a welcome email through Outlook when a new company is added in Bexio

Bexio + Outlook

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Outlook to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow creates and sends a new email in Outlook.
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Send a welcome email using Zoho Mail when a new company is created in Bexio

Bexio + Zoho Mail

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Zoho Mail to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
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Send out a welcome email with Gmail for Workspace once a new company is created in Bexio

Bexio + Gmail for Workspace

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will generate a welcome email using Gmail for Workspace for every new company created within Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow sends a new email in Gmail for Workspace.
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Create a new person in Bexio when a form is submitted through 123FormBuilder

123FormBuilder + Bexio

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Bexio using the form inputs received in 123FormBuilder.

How it works
  1. The flow triggers when a new submission is added to the selected form in 123FormBuilder.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in Basin

Basin + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This workflow will generate a new person in Bexio using the form inputs received in Basin.

How it works
  1. The flow triggers when a new submission is added in Basin.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry from Bit Form

Bit Form + Bexio

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 Bit Form.

How it works
  1. The flow triggers when a new form response is received in Bit Form.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Contact Form 7

Contact Form 7 + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This workflow will generate a new person in Bexio using the form inputs received in Contact Form 7.

How it works
  1. The flow triggers when a new form entry is submitted in Contact Form 7.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio when a form is submitted through Device Magic

Device Magic + Bexio

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 Device Magic.

How it works
  1. The flow triggers when a new submission is received in the selected form in Device Magic.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in Elementor Pro

Elementor Pro + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will generate a new person in Bexio using the form responses obtained from Elementor Pro.

How it works
  1. The flow triggers when a new form entry is made in Elementor Pro.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Everest Forms

Everest Forms + Bexio

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Bexio using the form responses obtained from Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in FastField

FastField + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will add a new person in Bexio using the responses received from FastField.

How it works
  1. The flow triggers when a new submission is created in FastField.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Fluent Forms

Fluent Forms + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will add a new person in Bexio using the responses received from Fluent Forms.

How it works
  1. The flow triggers when a form is submitted in Fluent Forms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Formidable Forms

Formidable Forms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Formidable Forms.

How it works
  1. The flow triggers when a new form entry is made in Formidable Forms.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in Forminator

Forminator + Bexio

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Bexio using the form inputs received in Forminator.

How it works
  1. The flow triggers when a form is submitted in Forminator.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry from Formsite

Formsite + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This workflow will generate a new person in Bexio using the form inputs received in Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in Formstack

Formstack + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will add a new person in Bexio using the responses received from Formstack.

How it works
  1. The flow triggers when a new submission is added to the selected form in Formstack.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Fulcrum

Fulcrum + Bexio

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
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Gravity Forms

Gravity Forms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Gravity Forms.

How it works
  1. The flow triggers when a new form is submitted in Gravity Forms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry from Happyforms

Happyforms + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will create a new person in Bexio from the responses collected via Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry from JotForm

JotForm + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will add a new person in Bexio using the responses received from JotForm.

How it works
  1. The flow triggers when a new submission is added to the selected form in JotForm.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Kadence Blocks

Kadence Blocks + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will generate a new person in Bexio using the form responses obtained from Kadence Blocks.

How it works
  1. The flow triggers when a form entry is submitted in Kadence Blocks.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in Kali Forms

Kali Forms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Kali Forms.

How it works
  1. The flow triggers when a form entry is submitted in Kali Forms.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in MetForm

MetForm + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will create a new person in Bexio from the responses collected via MetForm.

How it works
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry from Ninja Forms

Ninja Forms + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This workflow will generate a new person in Bexio using the form inputs received in Ninja Forms.

How it works
  1. The flow triggers when a new form entry is added in Ninja Forms.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in Paperform

Paperform + Bexio

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 Paperform.

How it works
  1. The flow triggers when a new entry is submitted for the selected form in Paperform.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio when a form is submitted through PlanSo Forms

PlanSo Forms + Bexio

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
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Typeform

Typeform + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in Bexio from the responses collected via Typeform.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Typeform.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry submitted in Ultimate Member

Ultimate Member + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will add a new person in Bexio using the responses received from Ultimate Member.

How it works
  1. The flow triggers when a new form entry is made in Ultimate Member.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio when a form is submitted through weForms

weForms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from weForms.

How it works
  1. The flow triggers when a form entry is submitted in weForms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry from WPForms

WPForms + Bexio

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 WPForms.

How it works
  1. The flow triggers when a new form entry is made in WPForms.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio when a form is submitted through WS Form

WS Form + Bexio

Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will create a new person in Bexio from the responses collected via WS Form.

How it works
  1. The flow triggers when a form entry is submitted in WS Form.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in Wufoo

Wufoo + Bexio

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This flow will add a new person in Bexio using the responses received from Wufoo.

How it works
  1. The flow triggers when a new entry is created in Wufoo.
  2. Zoho Flow creates a new person in Bexio.
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Add a new person in Bexio for each form entry made in Zoho Forms

Zoho Forms + Bexio

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Bexio using the form responses obtained from Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new person in Bexio.

Build your own Bexio integrations

Connect Bexio with over 850+ 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

Sales invoice created or updated

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

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

Person added or updated

Triggers when a person is added or updated

All Actions - Actions are the automated tasks

Create contact relation

Links a sub contact to a parent contact

Update person

Updates the details of the specified person

Create project

Creates a new project

Update company

Updates the details of the specified company

Find country

Find the details of the specified country

Find company

Finds the details of the specified company

Create company

Creates a new company

Find person

Finds the details of the specified person

Find product

Finds the details of an existing product by name

Create timesheet

Creates a new timesheet

Create person

Creates a new person

Update project

Updates the details of an existing project

Find salutation form

Find the details of an existing salutation form

Find currency

Finds a currency by name or ID

Find salutation title

Find the details of an existing salutation title

Find user

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

Find business activity

Finds the details of an existing business activity

Find project

Finds the details of an existing project

Find language

Finds the details of an existing language

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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