bexio + Microsoft Outlook integrations
Create and send Microsoft Outlook emails for new bexio quotes
Effortlessly manage your sales process with this seamless automation between bexio and Microsoft Outlook. When a new quote is created in bexio, this workflow takes care of sending an email through Microsoft Outlook, keeping your clients informed and up-to-date. Save time and streamline your communication by letting this integration handle the work for you.
- When this happens...New QuotesTriggers when a quote is created or updated with the chosen status (line items not provided).
- automatically do this!Send EmailSend an email from your Outlook account.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with bexio and Microsoft Outlook
Discover other triggers and actions you can use with bexio and Microsoft Outlook
- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerPolling - Status of Order
- Trigger each status changeRequired
Try ItTriggerPolling- New Product
Triggers new Products.
Try ItTriggerPolling - Status of Quote
- Trigger each status changeRequired
Try ItTriggerPolling
- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerPolling - State of Project
- Trigger each status changeRequired
Try ItTriggerPolling- 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
ActionWrite
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories
Related Zap Templates
- Send new bexio bank account transactions via email in Microsoft Outlook
- Send emails in Microsoft Outlook for new orders in bexio
- Create new bexio persons whenever new contacts are added in Microsoft Outlook
- Manage new or updated bexio persons by creating contacts in Microsoft Outlook
- Create Microsoft Outlook events from new bexio orders





