Integrate Agile CRM with Bexio

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Bexio

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Agile CRM Integrations

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Bexio

Bexio is a cloud-based business software that gives you everything you need to run your small business effectively. It helps you send out reminders, manage your contacts and customer relationships, pay invoices, do bank reconciliations, and run your bookkeeping.

Agile CRM + Bexio Quick Connects

Want to explore Agile CRM + Bexio quick connects for faster integration? Here’s our list of the best Agile CRM + Bexio quick connects.

Explore quick connects

Bexio Alternatives

Looking for the Bexio Alternatives? Here is the list of top Bexio Alternatives

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Xero

Connect Agile CRM + Bexio in easier way

It's easy to connect Agile CRM + Bexio without coding knowledge. Start creating your own business flow.

Triggers
Changed Deal Milestone

Triggers when a Deal reaches a specific milestone.
Changing Any Deal Milestone

Triggers when changes are made in any deal milestone.
New Contact

Triggers when a new contact is added.
New Deal

Triggers when a new Deal is added.
New Event

Triggers when a new event is created.
New Tag to Contact

Triggers whenever a tag is added to contact in AgileCRM.
New Task

Triggers whenever a new task is added.
New Ticket

Triggers upon an addition of a new ticket in Agile CRM.

Actions
Add Event

Create an event in Agile CRM.
Add Note

Add a note to a specific contact.
Add Score to Contact

Add Score to a Contact in the Agile CRM.
Add Tag to Contact

Add Tag to a Contact.
Add to Campaign

Subscribe to a Campaign.
Create Company

Create a New Company.
Create Contact

Creates a New Contact.
Create Deal

Add a deal in the Agile CRM.
Create Task

Create a Task for the Contact.
Create Ticket

Generates Ticket in the Agile CRM.
Create or Update Contact

Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update Company

Update a Company.
Create QR payment

Create a payment
Create a Sales Invoice

Create a product based sales invoice.
Send Sales Invoice

Send a Sales-Invoice to an E-Mail address.

How Agile CRM & Bexio Integrations Work

Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Bexio as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Agile CRM to Bexio.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.