Bexio

Pipedrive

Integrations Bexio Pipedrive

Create integrations between Bexio and Pipedrive

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Create Person in Pipedrive when New Order in Bexio

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Find User in Pipedrive when New Order in Bexio

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Find Deal in Pipedrive when New Order in Bexio

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Find Lead in Pipedrive when New Order in Bexio

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Create Deal in Pipedrive when New Order in Bexio

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Create Lead in Pipedrive when New Order in Bexio

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Update a Lead in Pipedrive when New Order in Bexio

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Create a Activity in Pipedrive when New Order in Bexio

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Update Activity in Pipedrive when New Order in Bexio

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Create Note in Pipedrive when New Order in Bexio

Actions and Triggers

Triggers

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 Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

Actions

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

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Accounting

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About Pipedrive

Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.

CRM Product Management

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