Integrate Happyforms with Bexio
Send information between Happyforms 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 Happyforms
Streamline your contact management by integrating forms with your cloud accounting solution to capture details directly This flow will create a new person in Bexio from the responses collected via Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new person in Bexio.
Create a new person in Bexio for every form entry from Happyforms
Happyforms + Bexio
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Supported triggers and actions
Integrate Happyforms and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
Company created or updated
Triggers when a company is added or updated
Person added or updated
Triggers when a person is added or updated
New product created
Triggers when a new product is created
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 person
Finds the details of the specified person
Create project
Creates a new project
Create timesheet
Creates a new timesheet
Update person
Updates the details of the specified person
Create company
Creates a new company
Create contact relation
Links a sub contact to a parent contact
Find product
Finds the details of an existing product by name
Update company
Updates the details of the specified company
Find country
Find the details of the specified country
Find company
Finds the details of the specified company
Create product
Creates a new product
Create person
Creates a new person
Update project
Updates the details of an existing project
Update product
Updates the details of on existing product by ID
Find project
Finds the details of an existing project
Find user
Find the details of the specified user by email or user ID
Find salutation form
Find the details of an existing salutation form
Find salutation title
Find the details of an existing salutation title
Find language
Finds the details of an existing language
Find currency
Finds a currency by name or ID
Find business activity
Finds the details of an existing business activity
What is Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
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
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