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bexio + Bitrix24 CRM

bexio + Bitrix24 CRM

bexio + Bitrix24 CRM integrations

Manage new or updated bexio persons by initiating a contact action in Bitrix24 CRM

Keep your Bitrix24 CRM updated with the latest contact information from bexio effortlessly. This workflow springs into action upon spotting a new or updated person in bexio, swiftly reflecting those changes in Bitrix24 CRM's Contact Action. It's an efficient way to ensure your contact information is always current across both platforms, allowing you to focus on building stronger relationships rather than manual data entry.

  1. When this happens...
    New/Updated Person
    New/Updated Person
    New/Updated PersonTriggers when a person is added or updated.
  2. automatically do this!
    Contact Action
    Contact Action
    Contact ActionContact create or update action.
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More things you can do with bexio and Bitrix24 CRM

Discover other triggers and actions you can use with bexio and Bitrix24 CRM

  • bexio triggers, actions, and search
    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Polling
    Try It
    • Status of Order
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Quote
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Invoice
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • State of Project
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Combined Entry
      Required
    • Automatic Reference Number
    • Date (line item support)
      Required
    • Reference Number (line item support)
    • Currency
      Required
    • 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
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About Bitrix24 CRM
Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.
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