Dominate Ai + bexio Integration

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Dominate Ai + bexio Integration

Create bexio contact for new Dominate Ai 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 Dominate Ai - bexio integration, anytime a new Dominate Ai 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.
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Dominate Ai + bexio Integration

Create bexio contact from new Dominate Ai account

If you have created a account in Dominate Ai, it's important to create a contact in bexio. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Dominate Ai + bexio Integration

Create bexio order for new Dominate Ai deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Dominate Ai and bexio work together to make accounting and bookkeeping simple.

When you create a deal in Dominate Ai, it will automatically create an order in bexio. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Dominate Ai and bexio.
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Dominate Ai + bexio Integration

Create bexio invoice from new Dominate Ai deal

Do you use Dominate Ai to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in bexio?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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Dominate Ai + bexio Integration
1.
  • Dominate Ai
    Account is created in Dominate Ai
  • Dominate Ai
    Lead is created in Dominate Ai
  • Dominate Ai
    Lead is converted in Dominate Ai
  • Dominate Ai
    Lead is on hold in Dominate Ai
  • Dominate Ai
    Deal is created in Dominate Ai
  • Dominate Ai
    Deal is closed in Dominate Ai
  • 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.
  • Dominate Ai
    Create contact in Dominate Ai
  • Dominate Ai
    Create task in Dominate Ai
  • Dominate Ai
    Create followup in Dominate Ai
  • Dominate Ai
    Create note in Dominate Ai
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue an 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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