Integrate Formsite with Bexio

Send information between Formsite and Bexio automatically, without writing any code, using Zoho Flow.

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Create a new person in Bexio for every form entry from Formsite

Save time and reduce errors by capturing contact details directly from forms into your cloud accounting solution. This workflow will generate a new person in Bexio using the form inputs received in Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new person in Bexio.
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Create a new person in Bexio for every form entry from Formsite

Formsite + Bexio

Build your own integrations between Formsite and Bexio

Connect Formsite and Bexio with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Formsite and Bexio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Result submitted through forms

Triggers when a result is submitted through the selected form

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

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

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms

What is Bexio?

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

Accounting CRM Dashboard

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

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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