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bexio + Freshsales Suite

Create new bexio companies from Freshsales Suite contacts

Effortlessly manage your business contacts and streamline your operations with this helpful workflow. When a new contact is added in Freshsales Suite, a company will be created in bexio automatically. This ensures that your bexio records are always up to date, making it easy to track and organize your contacts while saving you time and reducing manual data entry. Stay organized and efficient with this handy automation between Freshsales Suite and bexio.

Effortlessly manage your business contacts and streamline your operations with this helpful workflow. When a new contact is added in Freshsales Suite, a company will be created in bexio automatically. This ensures that your bexio records are always up to date, making it easy to track and organize your contacts while saving you time and reducing manual data entry. Stay organized and efficient with this handy automation between Freshsales Suite and bexio.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    Contact Updated

    Triggers when a contact is updated and retrieves 1,000 records in a single polling.

    TriggerScheduled
  2. automatically do this!
    bexiobexio
    Create Company

    Create a new company.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
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bexio logo

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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