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Use AI: Perplexity to enrich Bexio customer data with AI-driven insights, automatically updating records. Latenode’s flexible API integration and no-code editor makes complex data management easy, while costing less because you pay only for execution time.
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Create a New Scenario to Connect AI: Perplexity and Bexio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or Bexio will be your first step. To do this, click "Choose an app," find AI: Perplexity or Bexio, and select the appropriate trigger to start the scenario.
Add the AI: Perplexity Node
Select the AI: Perplexity node from the app selection panel on the right.
AI: Perplexity
Configure the AI: Perplexity
Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Bexio Node
Next, click the plus (+) icon on the AI: Perplexity node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
AI: Perplexity
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Bexio
Authenticate Bexio
Now, click the Bexio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bexio settings. Authentication allows you to use Bexio through Latenode.
Configure the AI: Perplexity and Bexio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI: Perplexity and Bexio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Bexio
Trigger on Webhook
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AI: Perplexity
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI: Perplexity, Bexio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI: Perplexity and Bexio integration works as expected. Depending on your setup, data should flow between AI: Perplexity and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Perplexity + Bexio + Slack: When research on a company is done with Perplexity, the AI's summary is saved as a note for the company in Bexio and the sales team receives a message about it in a specific Slack channel.
Bexio + Perplexity + Google Sheets: Customer feedback data is retrieved from Bexio and analyzed by Perplexity. The sentiment analysis results are then logged into a Google Sheet to track trends over time.
About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
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About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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How can I connect my AI: Perplexity account to Bexio using Latenode?
To connect your AI: Perplexity account to Bexio on Latenode, follow these steps:
Can I analyze invoices with AI and update Bexio?
Yes, you can! Latenode allows you to use AI: Perplexity to analyze invoice data and automatically update corresponding records in Bexio. Streamline accounting tasks with smart automation!
What types of tasks can I perform by integrating AI: Perplexity with Bexio?
Integrating AI: Perplexity with Bexio allows you to perform various tasks, including:
What Perplexity data can I access on Latenode?
Latenode allows you to access AI: Perplexity's search results, answer summaries, and cited sources, enabling advanced AI-driven automations.
Are there any limitations to the AI: Perplexity and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: