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Save new Gmail attachments to your Bexio inbox [Business Gmail Accounts Only]
Do your customers and employees send their receipts as attachments from Gmail? With this integration activated, your receipts received as attachments via Gmail will be saved into your Bexio inbox so your accountant can handle them easily. This integration only works for PDF, PNG and TIFF file formats.
How it works
- You receive a new email in Gmail with an attachment
- Zapier copies the attachment to your Bexio Inbox
Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.
Subscribe new Bexio people to a MailChimp list
Email marketing is great for continued engagement with your customers, but keeping your contact lists up-to-date manually can be a pain. With this Zapier integration activated, each new person created in Bexio will be added to a list in MailChimp automatically. That way, you don't have to waste time constantly keep your contact lists up-to-date.
How this Bexio-MailChimp integration works
- A new person is added in Bexio
- Zapier subscribes them to a MailChimp list
Log new Bexio sales-invoices in a Google Sheet
Do you want to log all your new Bexio sales-invoices in a Google Sheets spreadsheet for easy analysis? After you set it up, this Zapier integration logs all new Bexio invoices into a Google Sheets spreadsheet automatically.
How it works
- A new sales invoice is created in Bexio
- Zapier creates a new row in Google Sheets
- Google Sheets
Create new Bexio companies for new Pipedrive organizations
Want to add new Pipedrive organizations in Bexio as companies? Once activated, this Zapier integration adds all new Pipedrive organizations into Bexio as companies so your information is always up-to-date.
How it works
- A new organization is created in Pipedrive
- Zapier adds a company in Bexio
Create new Bexio companies for new Hubspot CRM companies
Do you want to store your new Hubspot CRM companies in Bexio to keep all information up-to-date? Set up this integration and Zapier will add all new Hubspot CRM companies into Bexio as new companies automatically.
How it works
- A new company is created in HubSpot CRM
- Zapier adds this company in Bexio
- HubSpot CRM
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Launched on Zapier April 26, 2018
Zapier combines Triggers (like "New Bank Account Transaction") and Actions (like "Create Company") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following bexio Triggers, Searches, and Actions are supported by Zapier:
Create a new company.
Create a new person.
Create a product based sales invoice.
Creates a manual entry in accounting.
Updates a person.
Uploads a file to Inbox.
Exports an existing sales invoice as a PDF document.
Send a Sales-Invoice to an E-Mail address.
Creates a product.
Updates a product.
Creates a project.
Creates a time tracking.
Updates a company.
Triggers when a new bank account transaction is processed (Cash accounts are not supported).
Triggers when a company is added or updated.
Triggers when a Project is created or updated with the chosen status.
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
Triggers when a person is added or updated.
Triggers new Products.
Find a company.
Find a person.
Finds an existing product by name or code (Line Items supported).
Finds an existing account.
Find a country.
Search an invoice.
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