Create pipeline records in Bigin by Zoho CRM for new quotes in bexio
Streamline your sales process with this workflow. Upon receiving a new quote in bexio, a pipeline record is instantly created in Bigin by Zoho CRM. This automation ensures a smooth transition between quoting and sales pursuits, saving time and increasing productivity. No more manual data entry or transition delays.
Streamline your sales process with this workflow. Upon receiving a new quote in bexio, a pipeline record is instantly created in Bigin by Zoho CRM. This automation ensures a smooth transition between quoting and sales pursuits, saving time and increasing productivity. No more manual data entry or transition delays.
- When this happens...New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
- automatically do this!Create Pipeline Record
Creates a new pipeline record
- Free forever for core features
- 14 day trial for premium features & apps
New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
Try ItNew Product
Triggers new Products.
Try ItStatus of Quote
Trigger each status changeRequired
Try It
Status of Invoice
Trigger each status changeRequired
Try ItNew/Updated Person
Triggers when a person is added or updated.
Try ItState of Project
Trigger each status changeRequired
Try ItCombined 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