Create new bexio companies from new eTermin appointment bookings
Save time and reduce errors by streamlining your administrative tasks. When an appointment is booked in eTermin, it triggers the process to create a new company in bexio. This ensures information consistency across platforms, eliminating manual data duplication. Spend less time on data entry and more on enhancing your customer relationships and core business operations.
Save time and reduce errors by streamlining your administrative tasks. When an appointment is booked in eTermin, it triggers the process to create a new company in bexio. This ensures information consistency across platforms, eliminating manual data duplication. Spend less time on data entry and more on enhancing your customer relationships and core business operations.
- When this happens...New Appointment Booking
Triggers when a new appointment is booked through your appointment booking page or an appointment was manually created in the eTermin calendar.
- automatically do this!Create Company
Create a new company.
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New Appointment Booking
Triggers when a new appointment is booked through your appointment booking page or an appointment was manually created in the eTermin calendar.
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Login ID
Password
Title
Last Name
First Name
Phone
Salutation
Street
Zip
City
Notes
Birthday
Additional1
Additional2
Additional3
Additional4
Additional5
Additional6
New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
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