bexio + Typeform
Create new persons in bexio for each new entry in Typeform
With this workflow, every time a new entry is submitted via Typeform, a new person will be created in your bexio account. This automation helps your business by streamlining the process of adding new clients or contacts, ensuring information is accurately and promptly transferred between the two platforms. This is a perfect solution for businesses seeking to enhance their client management processes.
With this workflow, every time a new entry is submitted via Typeform, a new person will be created in your bexio account. This automation helps your business by streamlining the process of adding new clients or contacts, ensuring information is accurately and promptly transferred between the two platforms. This is a perfect solution for businesses seeking to enhance their client management processes.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Person
Create a new person.
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FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New/Updated Company
Triggers when a company is added or updated.
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
Status of Invoice
Trigger each status changeRequired
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