bexio + Brevo

Manage new or updated bexio persons by adding or updating them as contacts in Brevo

This workflow begins when there's a new or updated individual in your bexio system, and promptly creates or updates a contact within your Brevo app. This process not only saves you time but also ensures accuracy by eliminating the need for manual data entry. Stay organized and keep your business contacts consistently up-to-date across both platforms with this seamless workflow.

This workflow begins when there's a new or updated individual in your bexio system, and promptly creates or updates a contact within your Brevo app. This process not only saves you time but also ensures accuracy by eliminating the need for manual data entry. Stay organized and keep your business contacts consistently up-to-date across both platforms with this seamless workflow.

  1. When this happens...
    bexiobexio
    New/Updated Person

    Triggers when a person is added or updated.

    TriggerPolling
  2. automatically do this!
    BrevoBrevo
    Add or Update Contact

    Adds or updates a contact.

    ActionWrite
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Supported triggers and actions

    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • Combined 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

    Action
    Write
bexio logo
bexio logo

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn more

Related categories

  • Accounting
brevo logo
brevo logo

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Related categories

  • Email Newsletters