Integrate FormTitan with Bexio
Send information between FormTitan and Bexio automatically, without writing any code, using Zoho Flow.
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Create a new person in Bexio when a form is submitted through FormTitan
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will create a new person in Bexio from the responses collected via FormTitan.
How it works
- The flow triggers when a new form submission is received in FormTitan.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio when a form is submitted through FormTitan
FormTitan + Bexio
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Supported triggers and actions
Integrate FormTitan and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submission received
Triggers when a new form submission is received
Sales invoice created or updated
Triggers when a sales invoice is created or an existing one is updated with the selected status
Quote created or updated
Triggers when a quote or offer is created or details of an existing quote are updated
Company created or updated
Triggers when a new company is added or details of an existing company are updated
New product created
Triggers when a new product is created
Person added or updated
Triggers when a new person is added or details of an existing person are updated
All Actions - Actions are the automated tasks
Fetch form
Fetches the details of an existing form using ID
Find company
Finds the details of the specified company
Create contact relation
Links a sub contact to a parent contact
Create company
Creates a new company
Update company
Updates the details of the specified company
Create project
Creates a new project
Update person
Updates the details of the specified person
Find product
Finds the details of an existing product by name
Create timesheet
Creates a new timesheet
Find country
Finds the details of the specified country
Create product
Creates a new product
Find person
Finds the details of the specified person
Create person
Creates a new person
Update product
Updates the details of on existing product by ID
Update project
Updates the details of an existing project
Find project
Finds the details of an existing project
Find business activity
Finds the details of an existing business activity
Find currency
Finds a currency by name or ID
Find language
Finds the details of an existing language
Find salutation title
Find the details of an existing salutation title
Find salutation form
Find the details of an existing salutation form
Find user
Finds the details of the specified user by email or user ID
What is FormTitan?
FormTitan is a comprehensive platform for CRM applications that lets you build portals, progressive and dynamic forms, schedulers, dashboards, and more.
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.
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