bexio + Nusii Integration

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Popular bexio + Nusii Workflows

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bexio + Nusii Integration

Create Nusii client for new bexio contact

bexio is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in bexio, you'll automatically receive a corresponding client record in Nusii.
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bexio + Nusii Integration

Create Nusii proposal for new bexio contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within bexio? With this integration, you can!

When you create a contact in bexio, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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bexio + Nusii Integration

Create Nusii proposal for new bexio company

If your company uses bexio, and you need to create proposal, there's an easy way to do it using Nusii. When you create a new company in bexio, this integration will automatically create a proposal for you in Nusii.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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bexio + Nusii 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
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii 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
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
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You Can Also Connect bexio or Nusii With 1200+ Other Apps

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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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With Nusii, you can create a proposal in minutes with our easy-to-use drag-and-drop interface. It's perfect for freelancers, agencies, consultants and small businesses.

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