Optiin + bexio Integration

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

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

As soon as you receive a new Optiin order, you need to generate a corresponding invoice so that you can get paid. With this Optiin - 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 Optiin 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!

If you're a professional who works on one-to-one basis and uses Optiin to manage your events, you may want to create an invoice in bexio when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in bexio.

This can save you time when creating invoice and tracking payments for your events.