bexio + Instantly Integration

Connect bexio to Instantly - Automate your workflows in 1-click

Set up bexio automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Set up Instantly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between bexio & Instantly using Integrately.

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Ready Workflows For bexio + Instantly Integration

Just click on the workflow you want to automate

When Person is created or updated in bexio > Check condition > Update lead status in Instantly

bexio + Instantly Integration

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Create Your Own bexio & Instantly Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Order is created/updated in bexio
Triggers the automation when an order is created or updated
Person is created or updated in bexio
Triggers the automation when a person is created or updated
Invoice is created in bexio
Triggers the automation when any invoice is added or modified
Order is created in bexio
Triggers the automation when a new order is created
Quote is created in bexio
Triggers the automation when a new quote is created
Product is created in bexio
Triggers the automation when a new product is created
Project is created in bexio
Triggers the automation when a new project is created
Company is created or updated in bexio
Triggers the automation when a company is created or updated
Email is sent in Instantly
Triggers the automation when an email is sent
Instant
Reply is received in Instantly
Triggers the automation when a reply is received
Instant
Email is bounced in Instantly
Triggers the automation when an email bounces
Instant
Campaign is completed in Instantly
Triggers the automation when a campaign is completed
Instant

Create time tracking in bexio
Creates a new time tracking entry
Create invoice in bexio
Generates invoices for sales transactions
Send invoice in bexio
Generates and send invoices to clients
Search invoice in bexio
Locates and retrieves invoices with
Issue invoice in bexio
Generates and send invoices to clients
Create person in bexio
Generates a new person
Search person in bexio
Retrieves information about a person
Update person in bexio
Updates the information of a person
Create project in bexio
Creates a new project
Search project in bexio
Searches for a project
Get project by ID in bexio
Retrieves project information using the project id
Update project in bexio
Updates project information
Create company in bexio
Generates a new company profile with given details
Search company in bexio
Finds information about a company
Update company in bexio
Updates company information
Update product in bexio
Updates product information
Create product in bexio
Generates and launch new products
Search product in bexio
Searches for a product
Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
Create sales quote in bexio
Generates a new sales quote
Create sales order in bexio
Generates a new sales order with pre-filled details
Update lead status in Instantly
Create tag in Instantly
Automatically creates a new tag
Delete tag in Instantly
Automatically deletes a tag
Add tag to account in Instantly
Automatically adds a tag to an account
Add tag to campaign in Instantly
Automatically adds a tag to a campaign
Add lead to campaign in Instantly
Automatically adds a lead to a campaign
Remove lead from campaign in Instantly
Automatically removes a lead from a campaign
Remove tag from contact in Instantly
Remove tag from campaign in Instantly

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Want to automate something else in your workflow?

You Can Also Connect bexio or Instantly With 1200+ Other Apps

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.

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Instantly automates cold email outreach, helping you scale your campaigns and generate leads effortlessly. Boost your outreach efficiency with Instantly’s AI-powered platform.

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