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Connect Pipeliner Cloud to bexio and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate Pipeliner Cloud with bexio - no code necessary. See how you can get setup in minutes.

Select a trigger from Pipeliner Cloud

A trigger is an event that starts your Zap and runs the workflow. For example, with Pipeliner Cloud, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from bexio

An action is what takes place after the automation is triggered. For example, with bexio, the action could be "Create Manual Entry."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Pipeliner Cloud to bexio

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Triggers and actions are the main components of every automated workflow.

Connect Pipeliner Cloud and bexio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Pipeliner Cloud and bexio to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Activity Type
    • Select Owner
    • Select Sales Unit
    Trigger
    Instant
    Try It
    • Entity Name
      Required
    • Select Owner
    • Select Sales Unit
    Trigger
    Instant
    Try It
    • Select Sales Unit
    • Select Owner
    • Select Pipeline
    • Select Step
    Trigger
    Instant
    Try It
    • Activity Type
    • Select Owner
    • Select Sales Unit
    Trigger
    Instant
    Try It
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About Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
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Related categories
  • CRM (Customer Relationship Management)
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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

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