bexio + Simpro Integration

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1.

Order is created/updated in bexio
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
Contact is created in Simpro Instant
Job is created in Simpro Instant
Company customer created in Simpro Instant
Job is updated in Simpro Instant
Company customer updated in Simpro Instant
Site is created in Simpro Instant
Site is updated in Simpro Instant
Individual customer created in Simpro Instant
Individual customer updated in Simpro Instant
Quote is created in Simpro Instant
Quote is updated in Simpro Instant

2.

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Ready Workflows for bexio + Simpro Integration

Just click on the workflow you want to automate

Most popular automations

Create bexio contact for new simPRO individual customer

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 simPRO - bexio integration, anytime a new simPRO individual customer 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.

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Create simPRO individual customer for new bexio contact

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 bexio - simPRO integration, anytime a new bexio contact is created, an simPRO individual customer 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.

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When Person is created or updated in bexio > Check condition > Create individual customer in simPRO

bexio + Simpro Integration

When Individual customer created in simPRO > Check condition > Create person in bexio

Simpro + bexio Integration

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Top 10 Most Popular bexio Automations from
Integrately Community

Just click on the workflow you want to automate

Create bexio invoice for new Shopify order

Create bexio contact for new Salesforce record

Create bexio contact for new Notion database item

Create Google Calendar event for new bexio order

Create Zoho Invoice invoice for new bexio invoice

Create bexio invoice for new Shopify order

Create bexio contact for new Salesforce record

Create bexio contact for new Notion database item

Create Google Calendar event for new bexio order

Create Zoho Invoice invoice for new bexio invoice

Create bexio contact for new EasyCSV data

Create bexio contact for new Bubble data thing

Create bexio contact for new PostgreSQL row

Create bexio contact for new MySQL row

Create bexio contact for new SeaTable row

Create bexio contact for new EasyCSV data

Create bexio contact for new Bubble data thing

Create bexio contact for new PostgreSQL row

Create bexio contact for new MySQL row

Create bexio contact for new SeaTable row

Top 10 Most Popular Simpro Automations from
Integrately Community

Most popular

01

Create simPRO individual customer for new WordPress user

02

Create simPRO individual customer from new Shopify customer

03

Create Google Calendar event for new simPRO individual customer

04

Create simPRO individual customer for new Google Sheets row

05

Create simPRO individual customer for new CompanyHub record

cloud

app integration

06

Create simPRO individual customer for new Bubble data thing

07

Create simPRO individual customer for new PostgreSQL row

08

Create simPRO individual customer from new Shoplazza customer

09

Create Bubble data thing for new simPRO individual customer

10

Create PostgreSQL row for new simPRO individual customer

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2

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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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