Integrate Paperform with Bexio
Send information between Paperform 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 Paperform
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Bexio using the responses received from Paperform.
How it works
- The flow triggers when a new entry is submitted for the selected form in Paperform.
- Zoho Flow creates a new person in Bexio.
Add a new person in Bexio for each form entry made in Paperform
Paperform + Bexio
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Supported triggers and actions
Integrate Paperform and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted
Triggers when a new entry is submitted for the selected form
New product created
Triggers when a new product is created
Person added or updated
Triggers when a person is added or updated
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
Company created or updated
Triggers when a company is added or updated
All Actions - Actions are the automated tasks
Find country
Find the details of the specified country
Update company
Updates the details of the specified company
Find company
Finds the details of the specified company
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
Create product
Creates a new product
Find product
Finds the details of an existing product by name
Find person
Finds the details of the specified person
Create project
Creates a new project
Create timesheet
Creates a new timesheet
Update project
Updates the details of an existing project
Create person
Creates a new person
Update product
Updates the details of on existing product by ID
Find user
Find the details of the specified user by email or user ID
Find salutation title
Find the details of an existing salutation title
Find language
Finds the details of an existing language
Find project
Finds the details of an existing project
Find salutation form
Find the details of an existing salutation form
Find business activity
Finds the details of an existing business activity
Find currency
Finds a currency by name or ID
What is Paperform?
Paperform is a flexible online form builder that helps small businesses build solutions to cut down on busywork. It lets you take payments, manage bookings, collect information, and more.
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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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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
