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  • HubSpot logoHubSpot logo

bexio + HubSpot

Create new HubSpot deals for every new bexio order

Boost your sales management process with this automatic workflow. When a new order is placed in Bexio, this automation promptly creates a deal in HubSpot, keeping your business on track. This ensures a seamless transition from order to deal, streamlining your tasks and augmenting business growth.

Boost your sales management process with this automatic workflow. When a new order is placed in Bexio, this automation promptly creates a deal in HubSpot, keeping your business on track. This ensures a seamless transition from order to deal, streamlining your tasks and augmenting business growth.

  1. When this happens...
    bexiobexio
    New Order

    Triggers when a Order is created or updated with the chosen status (line items not provided).

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • Combined EntryRequired

    • Automatic Reference Number

    • Date (line item support)Required

    • Reference Number (line item support)

    • CurrencyRequired

    • Debit Account Numbers (line item support)Required

    • Credit Account Numbers (line item support)Required

    • Vat (line item support)

    • VAT Account

    • Description (line item support)

    • Amount (line item support)Required

    Action
    Write
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About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Related categories

Triggers & Actions