bexio + Flowlu Integration

Do you use Flowlu to keep track of your company's opportunity? 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.

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

When you create a opportunity in Flowlu, 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 Flowlu and bexio.

If you have created a organization in Flowlu, 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.

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 organization profile in Flowlu whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Flowlu and bexio!

If you use bexio to manage your invoice, you can also use Flowlu to create and manage task associated with those invoice. Creating a task in Flowlu will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

If you use bexio as your bookkeeping software, there's an easy way to create task in Flowlu. With the help of this automation, whenever you create a new order in bexio, a task will automatically be created in Flowlu for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!

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 - Flowlu integration, anytime a new bexio contact is created, an Flowlu 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.

bexio and Flowlu are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in bexio, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.