Integrate Bexio with 900+ 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

[esc]

Create a company in HubSpot CRM for new companies in Bexio

Add new companies from your accounting app to your CRM. This flow adds new companies from Bexio to HubSpot CRM.

How it works
1) A new company is added to Bexio.
2) Zoho Flow adds the company to HubSpot CRM.
Use this flow
+

Create a company in HubSpot CRM for new companies in Bexio

HubSpot CRM + Bexio

[esc]

Add new company created in HubSpot CRM to bexio


Add new companies created in your CRM to your accounting app automatically. This flow adds new companies created in HubSpot CRM to bexio.

How it works
1) A new company is created in HubSpot CRM.
2) Zoho Flow adds the company to bexio.
Use this flow
+

Add new company created in HubSpot CRM to bexio

Bexio + HubSpot CRM

[esc]

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
+

Add contacts from bexio to Zoho CRM

Bexio + Zoho CRM

[esc]

Add new Teamwork CRM contacts to Bexio

Automatically add new contacts from your CRM to your accounting app. This flow adds new contacts in Teamwork CRM as a person in Bexio.

How it works
1) A new contact is added to Teamwork CRM.
2) Zoho Flow adds the contact to Bexio.
Use this flow
+

Add new Teamwork CRM contacts to Bexio

Teamwork CRM + Bexio

Build your own Bexio integrations

Connect Bexio with over 900+ 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

Company created or updated

Triggers when a company is added or updated

Quote created or updated

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

Person added or updated

Triggers when a person 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

Find product

Finds the details of an existing product by name

Update company

Updates the details of the specified company

Find person

Finds the details of the specified person

Create company

Creates a new company

Find country

Find the details of the specified country

Update person

Updates the details of the specified person

Find company

Finds the details of the specified company

Create contact relation

Links a sub contact to a parent contact

Create person

Creates a new person

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 project

Finds the details of an existing project

Find language

Finds the details of an existing language

Find salutation form

Find the details of an existing salutation form

Find currency

Finds a currency by name or ID

What is Bexio?

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

Dashboard Accounting CRM

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 >

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

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY