Join It + bexio Integration

Connect Join It to bexio - Automate your workflows in 1-click

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Create bexio contact for new Join It memberships

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 Join It - bexio integration, anytime a new Join It memberships 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.

Activate

When Membership is created in Join It > Check condition > Create person in bexio

Join It + bexio Integration

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Create Your Own Join It & bexio Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Join It & bexio

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Membership is created in Join It Instant
Membership is updated in Join It Instant
Payment is created in Join It Instant
Membership is renewed in Join It Instant
Membership goes into inactive status in Join It Instant
Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio

Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue an invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio

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Integrate Join It & bexio In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Join It & bexio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Join It or bexio With 1100+ Other Apps

Join It automates your tasks and scales with business. It has all the tools and features to streamline your work and keep everyone on the same page.

See Join It Integrations

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.

See bexio Integrations