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How to connect Alegra and Bexio
Create a New Scenario to Connect Alegra 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 Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or Bexio will be your first step. To do this, click "Choose an app," find Alegra or Bexio, and select the appropriate trigger to start the scenario.
Add the Alegra Node
Select the Alegra node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Alegra node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
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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 Alegra 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 Alegra and Bexio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Alegra, 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 Alegra and Bexio integration works as expected. Depending on your setup, data should flow between Alegra and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Alegra and Bexio
Alegra + Slack: When a new sales invoice is created in Alegra, a notification is sent to a specified Slack channel to inform the team.
Alegra + Bexio + Google Sheets: When a new contact is created or updated in either Alegra or Bexio, the contact information is synced to a Google Sheets spreadsheet for consolidated reporting.
Alegra and Bexio integration alternatives
About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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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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FAQ Alegra and Bexio
How can I connect my Alegra account to Bexio using Latenode?
To connect your Alegra account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Alegra and click on "Connect".
- Authenticate your Alegra and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio contacts from new Alegra clients?
Yes, you can! Latenode's visual editor makes mapping data easy. Keep your Bexio contacts synced with Alegra, saving time and improving data accuracy.
What types of tasks can I perform by integrating Alegra with Bexio?
Integrating Alegra with Bexio allows you to perform various tasks, including:
- Create new Bexio invoices automatically from finalized Alegra sales orders.
- Synchronize customer data between Alegra and Bexio in real time.
- Trigger Bexio project creation when a new customer is added in Alegra.
- Generate Alegra journal entries from Bexio financial transactions.
- Send notifications upon updates to invoices in either Alegra or Bexio.
Can I use JavaScript to transform data between Alegra and Bexio?
Yes! Latenode allows JavaScript code blocks for complex data transformations, offering flexibility beyond no-code options for Alegra and Bexio.
Are there any limitations to the Alegra and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Alegra and Bexio requires manual setup.
- Real-time synchronization depends on the API rate limits of Alegra and Bexio.
- Custom field mappings may require advanced configuration in Latenode.
