Connect Bexio and Zoho CRM
Integrate Bexio with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Bexio + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Bexio
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company
Choose an action
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Create Product in Bexio when New Lead in Zoho CRM
Use this flowCreate Project in Bexio when New Lead in Zoho CRM
Use this flowCreate Person in Bexio when New Lead in Zoho CRM
Use this flowCreate Company in Bexio when New Lead in Zoho CRM
Use this flowExport Invoice to PDF in Bexio when New Lead in Zoho CRM
Use this flowSearch Project in Bexio when New Lead in Zoho CRM
Use this flowCreate Product in Bexio when New Contact in Zoho CRM
Use this flowCreate Project in Bexio when New Contact in Zoho CRM
Use this flowCreate Person in Bexio when New Contact in Zoho CRM
Use this flowCreate Company in Bexio when New Contact in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Bexio and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created
New Quote
Triggers when a new quote is created or updated
New Sales-Invoice
Triggers when a new sales invoice is created or updated
New/Updated Company
Triggers when a company is added or updated
New Lead
Apply the approved sample-code-only update. Preserve the existing action description, all other code blocks, input fields, scopes, metadata, and component mappings.
New Contact
Update approved perform, sample, and transfer blocks to Zoho CRM v8 with required fields and safe response reads; preserve inputs, scopes, metadata, fallback sample, and existing error mappings.
Do thisActions
Action is the task that follows automatically within your Bexio integrations.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
Create Company
Creates a company
Export Invoice to PDF
Exports an existing sales invoice as a pdf document
Search Project
Search a project
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn moreSimilar apps
About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bexio and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bexio and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where Bexio triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in Bexio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bexio and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bexio and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
