Integrate Kali Forms with Bexio
Send information between Kali Forms and Bexio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Bexio for each form entry made in Kali Forms
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
- The flow triggers when a form entry is submitted in Kali Forms.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Kali Forms
Kali Forms + Bexio
Build your own integrations between Kali Forms and Bexio
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Supported triggers and actions
Integrate Kali Forms and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
New product created
Triggers when a new product is created
Company created or updated
Triggers when a company is added or updated
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
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
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
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 product
Creates a new product
Find country
Find the details of the specified country
Create contact relation
Links a sub contact to a parent contact
Find company
Finds the details of the specified company
Update product
Updates the details of on existing product by ID
Create person
Creates a new person
Update project
Updates the details of an existing project
Find project
Finds the details of an existing project
Find user
Find the details of the specified user by email or user ID
Find currency
Finds a currency by name or ID
Find salutation form
Find the details of an existing salutation form
Find salutation title
Find the details of an existing salutation title
Find language
Finds the details of an existing language
Find business activity
Finds the details of an existing business activity
What is Kali Forms?
Kali Forms is a form builder WordPress plugin that helps users build customized forms like payment forms, contact forms, or feedback forms on their WordPress site.
Similar apps
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
Similar apps
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
