Integrate MetForm with Bexio
Send information between MetForm and Bexio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Bexio for each form entry made in MetForm
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 MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in MetForm
MetForm + Bexio
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Supported triggers and actions
Integrate MetForm and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry 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 MetForm?
MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
