Create module entries in Zoho CRM for new or updated companies in bexio
Boost your customer relationship management by linking Bexio and Zoho CRM through this workflow. Every time a new or updated company is registered in Bexio, this automation promptly creates a module entry in Zoho CRM. This way, you can ensure every new business data from Bexio is readily available in Zoho CRM, saving you time and enhancing data consistency.
Boost your customer relationship management by linking Bexio and Zoho CRM through this workflow. Every time a new or updated company is registered in Bexio, this automation promptly creates a module entry in Zoho CRM. This way, you can ensure every new business data from Bexio is readily available in Zoho CRM, saving you time and enhancing data consistency.
- When this happens...New/Updated Company
Triggers when a company is added or updated.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
Try ItNew Product
Triggers new Products.
Try ItStatus of Quote
Trigger each status changeRequired
Try It
Status of Invoice
Trigger each status changeRequired
Try ItNew/Updated Person
Triggers when a person is added or updated.
Try ItState of Project
Trigger each status changeRequired
Try ItCombined 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