bexio + Bigin by Zoho CRM

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.

When this happens...
New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
TriggerPolling
automatically do this!
Create Pipeline Record
Creates a new pipeline record
ActionWrite

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Supported triggers and actions

New/Updated Company
Triggers when a company is added or updated.
Trigger
Polling
Try It
- Status of Order
- Trigger each status changeRequired
Trigger
Polling
Try It
New Product
Triggers new Products.
Trigger
Polling
Try It
- Status of Quote
- Trigger each status changeRequired
Trigger
Polling
Try It
- Company NameRequired
- Department
- Number
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Write

- Identifier For Existing PeopleRequired
- Person Id
- Last Name
- First Name
- Number
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Address
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
Action
Write
- Company or PersonRequired
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/CodeRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
Action
Write

- InvoiceRequired
- Recipient MailRequired
- SubjectRequired
- MessageRequired
- Mark as pending
Action
Write
- Product TypeRequired
- NameRequired
- Description
- CodeRequired
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
Action
Write
- NameRequired
- Project TypeRequired
- Project StateRequired
- Company or PersonRequired
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- BillableRequired
- Business ActivityRequired
- Company or Person
- Company Contact Person
- Project
- Status
- TypeRequired
- Date
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account NumberRequired
Action
Search
- Name
- ISO 3166
Action
Search
- Order Number
- API Reference
- Include Order PositionsRequired
Action
Search
- Name
- Code
Action
Search
- Quote Number
- API Reference
- Include Quote PositionsRequired
Action
Search
- Last NameRequired
- First NameRequired
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Second Phone
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Search or write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
- Company IDRequired
Action
Write
- OrganizationRequired
- Deal IDRequired
Action
Write
- OrganizationRequired
- Product IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- OrganizationRequired
- Full Name
Action
Search
- OrganizationRequired
- Deal Name
Action
Search
- OrganizationRequired
- Product Name
- Product Code
Action
Search
- OrganizationRequired
- User Email
Action
Search

- Status of Invoice
- Trigger each status changeRequired
Trigger
Polling
Try It
New/Updated Person
Triggers when a person is added or updated.
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
- Last NameRequired
- First NameRequired
- Number
- Birthday
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Write
- File to uploadRequired
- FilenameRequired
Action
Write
- InvoiceRequired
Action
Write
- Company or PersonRequired
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
Action
Write
- CodeRequired
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
Action
Write
- Company or PersonRequired
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing CompanyRequired
- Company Id
- Name
- Department
- Number
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of staff
- Tax Nr
- Trade Register Number
- Url
Action
Write
- Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice PositionsRequired
Action
Search
- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Project NameRequired
Action
Search
- Company NameRequired
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Search or write
- NameRequired
- CodeRequired
- Product TypeRequired
- Description
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
Action
Search or write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- OrganizationRequired
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
- Contact IDRequired
Action
Write
- OrganizationRequired
- Event IDRequired
Action
Write
- OrganizationRequired
- Task IDRequired
Action
Write
- OrganizationRequired
- Select Query
Action
Search
- OrganizationRequired
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- OrganizationRequired
- Event Title
- Start DateTime
Action
Search
- OrganizationRequired
- Task Name
Action
Search

About bexio

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

Learn more

Related categories

Accounting

About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

Learn more

Related categories

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create pipeline records in Bigin by Zoho CRM for new sales-invoices in bexio

Related Zap Templates

Create pipeline records in Bigin by Zoho CRM for new sales-invoices in bexio

bexio + Bigin by Zoho CRM

Create pipeline records in Bigin by Zoho CRM for new quotes in bexio

New/Updated Company

New Order

New Product

New Quotes

Create Company

Update Person

Create a Sales Invoice

Send a Sales-Invoice

Create Product

Create Project

Create Time Tracking

Find Account

Find Country

Search Order

Find Product

Search Quote

Find or Create Person

New Call

New Contact

New Event

New Task

Updated Contact

Create Call

Create or Update Contact

Create Event

Create Contact

Create Product

Update Company

Update Pipeline Record

Update Product

API Request (Beta)

Search Company

Search Pipeline Record

Search Product

Search User

New Sales-Invoice

New/Updated Person

New Project

Create Manual Entry

Create Person

Upload File to Inbox

Export Invoice to PDF

Create a Sales Order

Update Product

Create a Sales Quote

Update Company

Find Company

Search Invoice

Find Person

Search Project

Find or Create Company

Find or Create Product

New Company

New Pipeline Record

New Product

Updated Company

Updated Pipeline Record

Create or Update Company

Create or Update Pipeline Record

Create Company

Create Pipeline Record

Create Task

Update Contact

Update Event

Update Task

Get Records Using COQL Query

Search Contact

Search Event

Search Task

About bexio

Related categories

About Bigin by Zoho CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates