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Integrating Salesmate.io with Bexio by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Salesmate.io and Bexio

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Integrations for Salesmate.io
About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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.

Integrations for Bexio
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Connect Salesmate.io + Bexio in easier way

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

  • Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Bexio Integrations Work

  1. Step 1: Choose Salesmate.io as a trigger app and authenticate it on Appy Pie Automate.

    (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 Salesmate.io 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 July 21, 2024, 1:24 am
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