Integrate Zendesk Sell with Bexio

Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and Bexio

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About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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.

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

Explore quick connects

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Connect Zendesk Sell + Bexio in easier way

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

  • Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • Actions
  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create and Update Contact

    Create and Update Contact

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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 Zendesk Sell & Bexio Integrations Work

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

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Bexio as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zendesk Sell to Bexio.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm