bexio + Finmo Integration

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Finmo + bexio Integration

Create bexio contact for new Finmo applicaion

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

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

Create bexio order for new Finmo deal

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

When you create a deal in Finmo, 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 Finmo and bexio.
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Finmo + bexio Integration

Create bexio invoice from new Finmo deal

Do you use Finmo 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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bexio + Finmo 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
  • Finmo
    New deal is created in Finmo Instant
  • Finmo
    Deal note is created in Finmo Instant
  • Finmo
    Deal is submitted in Finmo Instant
  • Finmo
    Document request status is updated in Finmo Instant
  • Finmo
    Application is submitted by borrower in Finmo 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
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