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

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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
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Add new Teamwork CRM contacts to Bexio

Teamwork CRM + Bexio

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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
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Add new company created in HubSpot CRM to bexio

Bexio + HubSpot CRM

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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
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Add contacts from bexio to Zoho CRM

Bexio + Zoho CRM

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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
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Create a company in HubSpot CRM for new companies in Bexio

HubSpot 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.

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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 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 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 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

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