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bexio + Brevo

Manage new or updated bexio persons by updating contacts in Brevo

Whenever a new or updated person is recorded in the bexio app, this workflow instantly carries out the task of adding or updating the contact in the Brevo app. This removes the need for manual data entry, saving you time, and ensuring that your Brevo contact list stays in line with bexio updates. No longer will you have to worry about inconsistent information across your platforms, as this automation keeps the data consistent and current.

Whenever a new or updated person is recorded in the bexio app, this workflow instantly carries out the task of adding or updating the contact in the Brevo app. This removes the need for manual data entry, saving you time, and ensuring that your Brevo contact list stays in line with bexio updates. No longer will you have to worry about inconsistent information across your platforms, as this automation keeps the data consistent and current.

  1. When this happens...
    bexiobexio
    New/Updated Person

    Triggers when a person is added or updated.

    TriggerScheduled
  2. automatically do this!
    BrevoBrevo
    Add or Update Contact

    Adds or updates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • bexio triggers, actions, and search

    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Scheduled
    Try It
    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Scheduled
    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.
Learn more

Related categories

  • Accounting
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About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Related categories