Integrate Bexio with Outlook
Send information between Bexio and Outlook automatically, without writing any code, using Zoho Flow.
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Trigger a welcome email through Outlook when a new company is added in Bexio
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Outlook to new companies created in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow creates and sends a new email in Outlook.
Trigger a welcome email through Outlook when a new company is added in Bexio
Bexio + Outlook
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Supported triggers and actions
Integrate Bexio and Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New product created
Triggers when a new product is created
Company created or updated
Triggers when a new company is added or details of an existing company are updated
Person added or updated
Triggers when a new person is added or details of an existing person are updated
Quote created or updated
Triggers when a quote or offer is created or details of an existing quote are updated
Sales invoice created or updated
Triggers when a sales invoice is created or an existing one is updated with the selected status
Email received
Triggers when a new email is received
Event created
Triggers when a new event is created
All Actions - Actions are the automated tasks
Create contact relation
Links a sub contact to a parent contact
Find company
Finds the details of the specified company
Create product
Creates a new product
Find country
Finds the details of the specified country
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 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
Update project
Updates the details of an existing project
Update product
Updates the details of on existing product by ID
Create person
Creates a new person
Find project
Finds the details of an existing project
Find currency
Finds a currency by name or ID
Find business activity
Finds the details of an existing business activity
Find salutation title
Find the details of an existing salutation title
Find language
Finds the details of an existing language
Find user
Finds the details of the specified user by email or user ID
Find salutation form
Find the details of an existing salutation form
Reply to email
Replies to the specified email
Flag email
Flags the specified email
Send email
Creates and sends a new email
Create contact
Creates a new contact
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Update event
Updates a event by id
Fetch event
Fetches an event by title
Fetch calendar
Fetches the details of a calendar by name
Find contact folder
Finds a folder by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
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