Integrating Zendesk Sell with Bexio by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Zendesk Sell and Bexio
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Award Winning App Integration Platform
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.
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It's easy to connect Zendesk Sell + Bexio without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Enters A New StageTriggers when a deal enters a new stage.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when new lead is created.
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New Note
Triggers when a new note is created.
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New Product In Catalog
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
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New Task
Triggers when a new task is created.
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Updated Contact
Triggers when an existing contact is updated.
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Updated Lead
Triggers when an existing lead is updated.
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Updated deal
Triggers when an existing deal is updated.
- Actions
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Create Company
Creates a company.
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Create Deal
Creates a new deal.
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Create Lead
creates a new lead.
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Create Note
Creates a note
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Create Person
Creates a person
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Create Product in catalog
Creates a product in a catalog
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Create and Update Contact
Create and Update Contact
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Create task
Creates a task
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Update Lead
Updates a lead.
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Update Person
Updates an existing person.
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Create QR paymentCreate a payment
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Create a Sales Invoice
Create a product based sales invoice.
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Send Sales Invoice
Send a Sales-Invoice to an E-Mail address.
How Zendesk Sell & Bexio Integrations Work
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Step 1: Choose Zendesk Sell as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Bexio as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zendesk Sell to Bexio.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.