bexio + Interact

Create new bexio companies from Interact leads

Effortlessly manage your potential clients by connecting Interact and bexio. With this workflow, every time a new lead is added in Interact, a company will be created in bexio, simplifying the process of organizing your contacts. Stay on top of your prospects and streamline your business operations with this seamless automation.

Effortlessly manage your potential clients by connecting Interact and bexio. With this workflow, every time a new lead is added in Interact, a company will be created in bexio, simplifying the process of organizing your contacts. Stay on top of your prospects and streamline your business operations with this seamless automation.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    bexiobexio
    Create Company

    Create a new company.

    ActionWrite
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Supported triggers and actions

    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
bexio logo
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
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn more

Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier