bexio + BoondManager
Create new bexio people from new BoondManager contacts
Streamline your contact management process with this automation. When a new contact is added to your BoondManager, it will create a corresponding entry in bexio, ensuring your records are always up-to-date. Simplify your record-keeping and eliminate manual data entry effort by setting up this efficient workflow now.
Streamline your contact management process with this automation. When a new contact is added to your BoondManager, it will create a corresponding entry in bexio, ensuring your records are always up-to-date. Simplify your record-keeping and eliminate manual data entry effort by setting up this efficient workflow now.
- When this happens...
New ContactADMIN ONLY: Triggers when a new contact is created
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create PersonCreate a new person.
ActionWriteCreate a new record or update an existing record in your app.
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New Company
ADMIN ONLY: Triggers when a new company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
ADMIN ONLY: Triggers when a company is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
ADMIN ONLY: Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Resource
ADMIN ONLY: Triggers when a new resource is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact idRequired
Action typeOf
Action textRequired
Start date
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin (Type)
Origin (detail)
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact id
Contact Company id
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent IDRequired
Parent typeRequired
File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IdRequired
First name
Last name
Civility
State
Email1
Phone1
Address
Postcode
City
Country
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
Company id
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource idRequired
Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Date of availability
Information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company id
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLog idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate email
First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Source (Type)
Source (detail)
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact Email
Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStatus of Invoice
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier checks for new data every 15 min on the Free planState of Project
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCombined 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First NameRequired
Number
Birthday
EMail
Second EMail
Address
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File to uploadRequired
FilenameRequired
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
Company Contact Person
Order Date
API Reference
Order Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
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
Company Contact Person
Quote Date
API Reference
quote Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
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
Name
Department
Number
EMail
Second EMail
Address
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
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
EMail
Number
Phone
Mobile
Department
Second EMail
Address
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
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
Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
ADMIN ONLY: Triggers when a new project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
ADMIN ONLY: Triggers when a project is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate idRequired
Action typeOfRequired
Action text
Start dateRequired
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Source (Type)
Source (detail)
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Information comments
Facebook URL
Viadeo URL
Linkedin URL
Twitter URL
Main manager id
HR manager id
Agency id
Contract typeOf
Employee category
Classification
Contract start date
Contract end date
Contract probation end date
Contract renewal probation end date
Monthly salary
Average Daily Cost
Contract information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.API EndpointRequired
HTTP MethodRequired
Request Body (JSON)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.company idRequired
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin (Type)
Origin (Detail)
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity idRequired
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate email
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appResource email
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany id
Company Name
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin (Type)
Origin (detail)
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus of Order
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus of Quote
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Department
Number
EMail
Second EMail
Address
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
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
First Name
Number
Birthday (Format yyyy-mm-dd)
E-Mail
Second E-Mail
Address
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
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/CodeRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
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
SubjectRequired
MessageRequired
Mark as pending
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 TypeRequired
Project StateRequired
Company or PersonRequired
Company Contact Person
Start Date
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
Company Contact Person
Project
Status
TypeRequired
Date
Duration
Start Time
End Time
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
Phone
Mobile
Birthday
Second EMail
Address
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
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
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