Send outbound emails via Email by Zapier for every new sales-invoice in bexio
Stay on top of your sales and build stronger client relationships with this efficient workflow. When a new invoice is created in bexio, an email will be dispatched promptly using Email by Zapier, keeping your customers informed promptly. This seamless automation not only optimizes your business process but also assures timely communication, thereby enhancing customer satisfaction.
Stay on top of your sales and build stronger client relationships with this efficient workflow. When a new invoice is created in bexio, an email will be dispatched promptly using Email by Zapier, keeping your customers informed promptly. This seamless automation not only optimizes your business process but also assures timely communication, thereby enhancing customer satisfaction.
- When this happens...New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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- 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