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bexio + umsatz.io

Update stages of deals in umsatz.io and create new people in bexio

Enhance your sales operations by changing the stage of a deal in umsatz.io, leading to a corresponding update of the deal's stage in bexio. This simple automation ensures your information remains consistent and up-to-date across both business platforms, boosting productivity and eliminating redundant data entry tasks. Take advantage of an efficient solution that helps you effectively manage and utilize both umsatz.io and bexio tools.

Enhance your sales operations by changing the stage of a deal in umsatz.io, leading to a corresponding update of the deal's stage in bexio. This simple automation ensures your information remains consistent and up-to-date across both business platforms, boosting productivity and eliminating redundant data entry tasks. Take advantage of an efficient solution that helps you effectively manage and utilize both umsatz.io and bexio tools.

  1. When this happens...
    umsatz.ioumsatz.io
    Modify the Stage of a Deal

    Triggers when the deal stage of a deal changes.

    TriggerInstant
  2. automatically do this!
    bexiobexio
    Create Person

    Create a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • umsatz.io triggers, actions, and search

    Modify a Contact Property

    Triggers when a contact property is filled or edited.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Activity

    Triggers when a user tracks a new call in the app.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Deal

    Triggers when a new deal is created in the system.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    Modify the Stage of a Deal

    Triggers when the deal stage of a deal changes.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    Modify a Deal Property

    Triggers when a deal property is filled or edited.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Contact

    Triggers when a new contact is created in the system.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Form Submission

    Triggers when a new form is submitted in the system.

    Trigger
    Instant
    Try It
    • Note (optional)

    Action
    Write
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About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Related categories

  • Accounting
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About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Related categories