Integrate Bexio with Zoho TeamInbox
Send information between Bexio and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
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Send a welcome email using Zoho TeamInbox when a new company is created in Bexio
Quickly welcome your new clients with a tailored automated welcome email. This flow will dispatch a welcome email through Zoho TeamInbox for newly created companies in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow sends a new email in Zoho TeamInbox.
Send a welcome email using Zoho TeamInbox when a new company is created in Bexio
Bexio + Zoho TeamInbox
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Supported triggers and actions
Integrate Bexio and Zoho TeamInbox 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 an existing one is updated with the selected status
Quote created or updated
Triggers when a quote or offer is created or details of an existing quote are updated
Person added or updated
Triggers when a new person is added or details of an existing person are updated
Company created or updated
Triggers when a new company is added or details of an existing company are updated
New product created
Triggers when a new product is created
Outbound reply
Triggers when a new outbound reply message is sent
New inbound message
Triggers when a new inbound message is recieved
New outbound message
Triggers when a new outbound message is sent
Inbound reply received
Triggers when a new inbound reply message is received
New comment
Triggers when a new comment is recieved
All Actions - Actions are the automated tasks
Create company
Creates a new company
Update company
Updates the details of the specified company
Find product
Finds the details of an existing product by name
Create timesheet
Creates a new timesheet
Find country
Finds the details of the specified country
Create product
Creates a new product
Find company
Finds the details of the specified company
Create contact relation
Links a sub contact to a parent contact
Create project
Creates a new project
Update person
Updates the details of the specified person
Find person
Finds the details of the specified person
Create person
Creates a new person
Update product
Updates the details of on existing product by ID
Update project
Updates the details of an existing project
Find salutation form
Find the details of an existing salutation form
Find user
Finds the details of the specified user by email or user ID
Find salutation title
Find the details of an existing salutation title
Find business activity
Finds the details of an existing business activity
Find currency
Finds a currency by name or ID
Find project
Finds the details of an existing project
Find language
Finds the details of an existing language
Send email
Sends a new email
Create contact
Creates a new contact
Fetch contact by email
Fetches the details of an existing contact using email
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
