bexio + Freshdesk
Create Freshdesk contacts from new or updated bexio persons
Stay effortlessly organized with this workflow that ensures any new or updated person in your bexio system is added as a contact in your Freshdesk platform. This integration ensures that your Freshdesk contact list stays current, eliminating the need for manual data entry and offering streamlined communication. Make sure your team always has the most recent contact information at their fingertips.
Stay effortlessly organized with this workflow that ensures any new or updated person in your bexio system is added as a contact in your Freshdesk platform. This integration ensures that your Freshdesk contact list stays current, eliminating the need for manual data entry and offering streamlined communication. Make sure your team always has the most recent contact information at their fingertips.
- When this happens...New/Updated Person
Triggers when a person is added or updated.
- automatically do this!Create Contact
Allows you to create a User/Customer in Freshdesk for your support domain.
- Free forever for core features
- 14 day trial for premium features & apps
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
