bexio + ProveSource Integration

Connect bexio to ProveSource - 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. Make use of ProveSource automations to automatically collect and showcase positive customer reviews, testimonials, and social media mentions. Skip the manual back and forth! Easily automate the flow of data between bexio & ProveSource using Integrately.
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bexio + ProveSource Integration

Create ProveSource contact for new bexio contact

If you're using bexio to manage your sales leads, it's important to also use ProveSource 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 contact will automatically be created in ProveSource.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Create Your Own bexio & ProveSource Integration Without Any Code

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bexio + ProveSource 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
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
  • ProveSource
    Send event in ProveSource
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Integrate bexio & ProveSource In 1 Click
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