bexio + Bigin by Zoho CRM
Create pipeline records in Bigin by Zoho CRM for new sales-invoices in bexio
Improve your sales process with this efficient workflow. When a new sales invoice is generated in your bexio account, the system will instantly create a pipeline record in your Bigin by Zoho CRM. This automation ensures that every transaction is captured in your CRM, helping you keep track of sales activities and improve communication across your team.
Improve your sales process with this efficient workflow. When a new sales invoice is generated in your bexio account, the system will instantly create a pipeline record in your Bigin by Zoho CRM. This automation ensures that every transaction is captured in your CRM, helping you keep track of sales activities and improve communication across your team.
- When this happens...New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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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
