bexio + Kartra Integration

Connect bexio to Kartra in 1 click

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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
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra Instant
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2.

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Ready Workflows Ready Workflows   for bexio + Kartra Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Kartra + bexio Integration

Create bexio invoice for new Kartra order

As soon as you receive a new Kartra order, you need to generate a corresponding invoice so that you can get paid. With this Kartra - bexio integration, a new invoice will be created in your bexio software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Kartra order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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bexio + Kartra Integration

Create Kartra lead for new bexio contact

If you're using bexio to manage your sales leads, it's important to also use Kartra to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in bexio, a corresponding lead will automatically be created in Kartra.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Kartra + bexio Integration

Create bexio contact for new Kartra optin form response

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

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

Create bexio contact from new Kartra order

As an online store owner, you're likely using Kartra to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Kartra with bexio? This integration will allow you to automatically create a contact for each new order in bexio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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  • 1of1
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Automations

Top 10 Most Popular bexio Automations from
Integrately Community

Just click on the workflow you want to automate

Shopify logo
bexio logo
Create bexio invoice for new Shopify order
Activate
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
Activate
Notion logo
bexio logo
Create bexio contact for new Notion database item
Activate
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Shopify logo
bexio logo
Create bexio invoice for new Shopify order
Activate
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
Activate
Notion logo
bexio logo
Create bexio contact for new Notion database item
Activate
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
MySQL logo
bexio logo
Create bexio contact for new MySQL row
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
MySQL logo
bexio logo
Create bexio contact for new MySQL row
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row

Top 10 Most Popular Kartra Automations from
Integrately Community

Most popularmost-popular-automations
01
Kartra logo
Zoom logo
Create Zoom webinar registrant for new Kartra optin form response
02
Kartra logo
Notion logo
Create Notion database item for new Kartra optin form response
03
Eventbrite logo
Kartra logo
Create Kartra lead for new Eventbrite order
04
Kartra logo
Microsoft Excel logo
Create Microsoft Excel row for new Kartra optin form response
05
Kartra logo
WhatsApp logo
Send message via WhatsApp when Tag is assigned to lead in Kartra
cloud
Kartra
app integration
06
Kartra logo
Zoom logo
Create Zoom meeting for new Kartra optin form response
07
Kartra logo
WordPress logo
Create WordPress post for new Kartra optin form response
08
Kartra logo
CompanyHub logo
Create CompanyHub record for new Kartra optin form response
09
Kartra logo
Ninox logo
Create Ninox record for new Kartra optin form response
10
Kartra logo
Coda logo
Create Coda row for new Kartra optin form response
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bexio
bexio
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.
Kartra
Kartra
Kartra is a powerful, cloud-based software solution that provides one-click shopping cart creation, site design, email automation, marketing tools and much more to turn your idea into a full-fledged ecommerce store.