Beamer + bexio Integration

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Popular Beamer + bexio Workflows

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Beamer + bexio Integration

Create bexio contact for new Beamer nps response

When someone completes your Beamer, a new contact is automatically created in your bexio. This way, you can quickly follow up with the nps response and turn them into a customer!

Plus, all of the information from the Beamer is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Beamer - bexio integration set up makes it easy to manage your customer relationships and grow your business.
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Beamer + bexio Integration

Create bexio invoice for new Beamer post

If you are a business owner, you know the importance of invoicing. In order to get paid for the work that you do, you need to send an invoice to your client. And if you are using bexio, it is a good idea to create an invoice for every post created in Beamer. Here's why:

Creating an invoice for each post helps keep your finances organized and makes it easy to track payments. It also ensures that you have a record of all the work that you have done for your clients.

So if you are using Beamer and bexio, be sure to use this handy little integration.
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Beamer + bexio Integration
1.
  • Beamer
    Post is created in Beamer Instant
  • Beamer
    NPS response is received in Beamer Instant
  • Beamer
    Comment is created in Beamer Instant
  • Beamer
    Reaction is received in Beamer 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
2.
  • Beamer
    Create post in Beamer
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio
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