bexio + WhatsApp Notifications

bexio + WhatsApp Notifications integrations

Send WhatsApp Notifications messages when new bexio quotes are created

Boost your customer communication efficiency with this workflow. Whenever there's a new quote in bexio, it will trigger an instant notification to your WhatsApp, ensuring your team stays updated on all new business opportunities. This process saves you time by eliminating the need for manual checks and lets you respond swiftly to new business quotes, enhancing your team's productivity.

When this happens...
New QuotesTriggers when a quote is created or updated with the chosen status (line items not provided).
TriggerPolling
automatically do this!
Send MessageSends a message to a WhatsApp user.
ActionWrite

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More things you can do with bexio and WhatsApp Notifications

Discover other triggers and actions you can use with bexio and WhatsApp Notifications

New/Updated Company
Triggers when a company is added or updated.
Trigger
Polling
Try It
- Status of Order
- Trigger each status change
  Required
Trigger
Polling
Try It
New Product
Triggers new Products.
Trigger
Polling
Try It
- Status of Quote
- Trigger each status change
  Required
Trigger
Polling
Try It
- Company Name
  Required
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Write

- Identifier For Existing People
  Required
- Person Id
- Last Name
- First Name
- Number
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write

- Invoice
  Required
- Recipient Mail
  Required
- Subject
  Required
- Message
  Required
- Mark as pending
Action
Write
- Product Type
  Required
- Name
  Required
- Description
- Code
  Required
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Write
- Name
  Required
- Project Type
  Required
- Project State
  Required
- Company or Person
  Required
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- Billable
  Required
- Business Activity
  Required
- Company or Person
- Company Contact Person
- Project
- Status
- Type
  Required
- Date
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account Number
  Required
Action
Search
- Name
- ISO 3166
Action
Search
- Order Number
- API Reference
- Include Order Positions
  Required
Action
Search
- Name
- Code
Action
Search
- Quote Number
- API Reference
- Include Quote Positions
  Required
Action
Search
- Last Name
  Required
- First Name
  Required
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Second Phone
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Search or write
- Template
  Required
Action
Write

- Status of Invoice
- Trigger each status change
  Required
Trigger
Polling
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Polling
Try It
- State of Project
- Trigger each status change
  Required
Trigger
Polling
Try It
- Combined Entry
  Required
- Automatic Reference Number
- Date (line item support)
  Required
- Reference Number (line item support)
- Currency
  Required
- 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
Action
Write
- Last Name
  Required
- First Name
  Required
- Number
- Birthday
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Write
- File to upload
  Required
- Filename
  Required
Action
Write
- Invoice
  Required
Action
Write
- Company or Person
  Required
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Code
  Required
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
Action
Write
- Company or Person
  Required
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing Company
  Required
- Company Id
- Name
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of staff
- Tax Nr
- Trade Register Number
- Url
Action
Write
- Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Project Name
  Required
Action
Search
- Company Name
  Required
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Search or write
- Name
  Required
- Code
  Required
- Product Type
  Required
- Description
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Search or write

About bexio

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

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Related categories

Accounting

About WhatsApp Notifications

Receive notifications on WhatsApp.

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Send WhatsApp Notifications for new sales-invoices in bexio

Related Zap Templates

Send WhatsApp Notifications for new sales-invoices in bexio