Integrate Bexio with Drift
Send information between Bexio and Drift automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Bexio and Drift 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
New conversation
Triggers when a new conversation is created
Conversation closed
Triggers when a conversation is closed
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
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact - By ID
Fetches the details of an existing contact by ID
Fetch conversation
Fetches the details of a conversation by its ID
Fetch contact - By email
Fetches the details of an existing contact by email
What is Drift?
Drift is a conversational marketing platform that allows you to send targeted in-app messages, set up bots to chat with visitors, and get notifications when targeted customers visit the site.
Webhook triggers
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