Wufoo + bexio Integrations
How to connect Wufoo + bexio
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FormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Form
Triggers when you build a new form.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Form HashRequired
Choose the form you'd like to send this new entry to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status of Invoice
Select the status of invoices you want to trigger. If you leave empty, all invoices are taken into account
Trigger each status changeRequired
Setting this to “yes” will trigger whenever the status of the invoice changes instead of just once.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planState of Project
Select the status of project you want to trigger. If you leave empty, all projects are taken into account
Trigger each status changeRequired
Setting this to “yes” will trigger whenever the status of the project changes instead of just once.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCombined EntryRequired
Create a single or a combined entry
Automatic Reference Number
Indicates if the reference number needs to be created automatically. If yes, do not add a reference number
Date (line item support)Required
Need to be one date for one single entry or a combined entry. To create several single entries add the dates as line items.
Reference Number (line item support)
Needs to be one reference number for one single entry or a combined entry. To create several single entries add the reference numbers as line items.
CurrencyRequired
Debit Account Numbers (line item support)Required
Needs to be one account for one single entry. For several single entries or a combined entry add the accounts as line items.
Credit Account Numbers (line item support)Required
Needs to be one account for one single entry. For several single entries or a combined entry add the accounts as line items.
Vat (line item support)
Needs to be one VAT for one single entry. For several single entries or a combined entry add VAT as line items.
VAT Account
Defines if the VAT is booked on the debit or credit account
Description (line item support)
Amount (line item support)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First NameRequired
Number
The number must be unique over all companies and people
Birthday
Birthday in Format yyyy-mm-dd
EMail
Second EMail
Address
Zip
City
Country
Id of the country the address is in
Correspondence Type
Set the preferred correspondence type
Categories
Add the new contact to these categories
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File to uploadRequired
Maximum Filesize is 5MB
FilenameRequired
The filename must include the file extension
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
The company or person the order is for.
Company Contact Person
The contact person for the company the order is for.
Order Date
Date where the order is issued (YYYY-MM-DD)
API Reference
This field can only be read and edited by the api. It can be used to save references to other systems.
Order Title
An optional Title for the order
VAT included in the total
Project
The project the order refers to.
Line Item Name/IdRequired
Note: You must enter either product name or product Id of an existing product in Bexio.
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
If empty, the default product text will be used.
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Name
Description
Remarks
Sales Price
Currency
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
The company or person the quote is for.
Company Contact Person
The contact person for the company the quote is for.
Quote Date
Date where the quote is issued (YYYY-MM-DD)
API Reference
This field can only be read and edited by the api. It can be used to save references to other systems.
quote Title
An optional Title for the quote
VAT included in the total
Project
The project the quote refers to.
Line Item Name/IdRequired
Note: You must enter either product name or product Id of an existing product in Bexio.
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
If empty, the default product text will be used.
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing CompanyRequired
Company Id
Only select the company id if you chose company id as the Identifier For Existing Company
Name
Name field of the company
Department
Department of the company
Number
The number must be unique over all companies and people
EMail
Second EMail
Address
Zip
City
Country
Id of the country the address is in
Correspondence Type
Set the preferred correspondence type
Group Ids
Ids of groups the contact is in
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Number of staff
Tax Nr
Trade Register Number
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
API Reference
Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast Name
First Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Name field of the company or the contact surname
EMail
Number
The number must be unique over all companies and people
Phone
Mobile
Department
Department of the company
Second EMail
Address
Zip
City
Country
Id of the country the address is in
Correspondence Type
Set the preferred correspondence type
Categories
Add the new company to these categories
Phone second
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
CodeRequired
Product TypeRequired
Description
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Form Hash
Though not required, this will help us pull down the associated fields and more accurately parse file and date fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Form HashRequired
Choose the form you'd like to send this new entry to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form HashRequired
Field TitleRequired
Choose the field to perform the search upon.
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus of Order
Select the status of Order you want to trigger. If you leave empty, all orders are taken into account
Trigger each status changeRequired
Setting this to “yes” will trigger whenever the status of the Order changes instead of just once.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus of Quote
Select the status of quotes you want to trigger. If you leave empty, all quotes are taken into account
Trigger each status changeRequired
Setting this to “yes” will trigger whenever the status of the quote changes instead of just once.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany NameRequired
Name field of the company or the contact surname
Department
Department of the company
Number
The number must be unique over all companies and people
EMail
Second EMail
Address
Zip
City
Country
Id of the country the address is in
Correspondence Type
Set the preferred correspondence type
Categories
Add the new company to these categories
Phone
Phone second
Mobile
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing PeopleRequired
Person Id
Last Name
Name field of the company or the contact surname
First Name
Name field of the contact firstname
Number
The number must be unique over all companies and people
Birthday (Format yyyy-mm-dd)
E-Mail
Second E-Mail
Address
Zip
City
Country
Id of the country the address is in
Correspondence Type
Set the preferred correspondence type
Group Ids
Ids of groups the contact is in
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
The company or person you are invoicing.
Company Contact Person
The contact person for the company you are invoicing. Will be ignored if you are invoicing a person.
Invoice Date
Date where the invoice is issued (YYYY-MM-DD)
Payment Due Date
Date where the invoice has to be paid (YYYY-MM-DD)
API Reference
This field can only be read and edited by the api. It can be used to save references to other systems.
Invoice Title
An optional Title for the Inoivce
Invoice Status
The status of invoices after it is created. If you leave empty, the invoices status will be draft
VAT included in the total
Currency
Bank Account
The bank account the payments for this invoice are booked to.
Project
The project the invoice refers to.
Line Item Product Key
Indicates the type of the input in the field "Line Item Name/Id/Code"
Line Item Name/Id/CodeRequired
Note: You must enter either product name or product Id of an existing product in Bexio. If you choose a product key you need the enter the selected type.
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
If empty, the default product text will be used.
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Recipient MailRequired
E-Mail address of the invoice recipient.
SubjectRequired
E-Mail subject
MessageRequired
E-Mail message. You can supply a [Network Link] term in your message body to include an inline link to the invoice eg. "Here is your latest invoice [Network Link]."
Mark as pending
Mark the invoice as pending after sending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TypeRequired
NameRequired
Description
CodeRequired
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project Type
Project StateRequired
Company or PersonRequired
The company or person you are doing the project for.
Company Contact Person
The contact person for the company you are doing the project for. Will be ignored if you are doing it for a person.
Start DateRequired
End Date
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillableRequired
Business ActivityRequired
Company or Person
The company or person you are doing a time tracking for.
Company Contact Person
The contact person for the company you are doing a time tracking for. Will be ignored if you are doing it for a person.
Project
The project the time tracking is for
Status
TypeRequired
Date
Use if chosen type is Duration
Duration
Use if chosen type is Duration
Start Time
Use if chosen type is Range
End Time
Use if chosen type is Range
Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder Number
API Reference
Include Order PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
API Reference
Include Quote PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast NameRequired
First NameRequired
EMail
Number
The number must be unique over all companies and people
Phone
Mobile
Birthday
Birthday in Format yyyy-mm-dd
Second EMail
Address
Zip
City
Country
Id of the country the address is in
Correspondence Type
Set the preferred correspondence type
Categories
Add the new contact to these categories
Second Phone
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How Wufoo + bexio Integrations Work
- Step 1: Authenticate Wufoo and bexio.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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