Create Cloze company for new bexio company
bexio + Cloze Integration
bexio + Cloze Integration
Connect bexio to Cloze in 1 click
Free forever.Use premium features free for 14 days.1.
Order is created/updated in bexio- Person is created or updated in bexio
- Invoice is created in bexio
- Order is created in bexio
- Quote is created in bexio
- Product is created in bexio
- Project is created in bexio
- Company is created or updated in bexio
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
2.
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Most popular automations
Create Cloze company from new bexio invoice
If you're a small business owner who uses bexio to manage your finances, you may be wondering if there's a way to automatically create a company profile in Cloze whenever an invoice is created.
Thankfully, there is! Just setup this automation to stay organized and streamlined with Cloze and bexio!
Thankfully, there is! Just setup this automation to stay organized and streamlined with Cloze and bexio!
Create Cloze person 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 - Cloze integration, anytime a new bexio contact is created, an Cloze person 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 moreHowever, 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 - Cloze integration, anytime a new bexio contact is created, an Cloze person 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.
When Person is created or updated in bexio > Check condition > Create person in Cloze
bexio + Cloze Integration
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Create note in Cloze for Booking is cancelled in TidyCal
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You Can Also Connect bexio or Cloze With 1400+ Other Apps
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.
Cloze
Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.
