bexio + Createtos Integration

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Popular bexio + Createtos Workflows

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Createtos + bexio Integration

Create bexio contact for new Createtos form submission

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

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

Create bexio invoice for new Createtos order

As soon as you receive a new Createtos order, you need to generate a corresponding invoice so that you can get paid. With this Createtos - bexio integration, a new invoice will be created in your bexio software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Createtos order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Createtos + bexio Integration

Create bexio invoice for new Createtos event

If you're a professional who works on one-to-one basis and uses Createtos to manage your events, you may want to create an invoice in bexio when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in bexio.

This can save you time when creating invoice and tracking payments for your events.
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bexio + Createtos Integration
1.
  • 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
  • Createtos
    Contact is created or updated in Createtos Instant
  • Createtos
    Form response is created in Createtos Instant
  • Createtos
    Order is created in Createtos Instant
  • Createtos
    Order is updated in Createtos Instant
  • Createtos
    Product is created in Createtos Instant
  • Createtos
    Product is updated in Createtos Instant
  • Createtos
    Booking is created in Createtos Instant
2.
  • 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
  • Createtos
    Update member in Createtos
  • Createtos
    Delete contact in Createtos
  • Createtos
    Search contact in Createtos
  • Createtos
    Update contact in Createtos
  • Createtos
    Create contact in Createtos
  • Createtos
    Create product in Createtos
  • Createtos
    Update product in Createtos
  • Createtos
    Search product in Createtos
  • Createtos
    Create member in Createtos
  • Createtos
    Delete member in Createtos
  • Createtos
    Create member group in Createtos
  • Createtos
    Update member group in Createtos
  • Createtos
    Delete member group in Createtos
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