Apptivo + bexio Integration

Connect Apptivo to bexio in 1 click

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1.
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
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2.

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Ready Workflows Ready Workflows   for Apptivo + bexio Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
bexio + Apptivo Integration

Create Apptivo contact for new bexio contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this bexio - Apptivo integration, anytime a new bexio contact is created, an Apptivo contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Apptivo + bexio Integration

Create bexio contact for new Apptivo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Apptivo - bexio integration, anytime a new Apptivo contact is created, an bexio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
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Automations

Top 10 Most Popular Apptivo Automations from
Integrately Community

Just click on the workflow you want to automate

Stripe logo
Apptivo logo
Create Apptivo contact for new Stripe contact
Activate
Google Sheets logo
Apptivo logo
Create Apptivo contact for new Google Sheets row
CompanyHub logo
Apptivo logo
Create Apptivo contact for new CompanyHub record
Salesforce logo
Apptivo logo
Create Apptivo contact for new Salesforce record
Airtable logo
Apptivo logo
Create Apptivo contact for new Airtable record
Stripe logo
Apptivo logo
Create Apptivo contact for new Stripe contact
Activate
Google Sheets logo
Apptivo logo
Create Apptivo contact for new Google Sheets row
CompanyHub logo
Apptivo logo
Create Apptivo contact for new CompanyHub record
Salesforce logo
Apptivo logo
Create Apptivo contact for new Salesforce record
Airtable logo
Apptivo logo
Create Apptivo contact for new Airtable record
Apptivo logo
SmartSuite logo
Create SmartSuite row for new Apptivo contact
Apptivo logo
SureCart logo
Create SureCart contact for new Apptivo contact
Apptivo logo
Shoprocket logo
Create Shoprocket customer for new Apptivo contact
sevDesk logo
Apptivo logo
Create Apptivo contact for new sevDesk contact
Apptivo logo
DaySchedule logo
Create DaySchedule event for new Apptivo contact
Apptivo logo
SmartSuite logo
Create SmartSuite row for new Apptivo contact
Apptivo logo
SureCart logo
Create SureCart contact for new Apptivo contact
Apptivo logo
Shoprocket logo
Create Shoprocket customer for new Apptivo contact
sevDesk logo
Apptivo logo
Create Apptivo contact for new sevDesk contact
Apptivo logo
DaySchedule logo
Create DaySchedule event for new Apptivo contact

Top 10 Most Popular bexio Automations from
Integrately Community

Most popularmost-popular-automations
01
Shopify logo
bexio logo
Create bexio invoice for new Shopify order
02
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
03
Notion logo
bexio logo
Create bexio contact for new Notion database item
04
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
05
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
cloud
bexio
app integration
06
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
07
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
08
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
09
MySQL logo
bexio logo
Create bexio contact for new MySQL row
10
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Apptivo or bexio With 1400+ Other Apps

Apptivo
Apptivo
Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.
bexio
bexio
bexio is the perfect solution for small companies in Switzerland who need powerful accounting, invoicing, payroll, and other tools to stay organized and efficient. It lets you handle all the business needs in one place.