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How to connect Beehiiv and Bexio
Create a New Scenario to Connect Beehiiv 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 Beehiiv, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beehiiv or Bexio will be your first step. To do this, click "Choose an app," find Beehiiv or Bexio, and select the appropriate trigger to start the scenario.
Add the Beehiiv Node
Select the Beehiiv node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Beehiiv 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 Beehiiv 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 Beehiiv 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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Save and Activate the Scenario
After configuring Beehiiv, 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 Beehiiv and Bexio integration works as expected. Depending on your setup, data should flow between Beehiiv 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 Beehiiv and Bexio
Beehiiv + Bexio + Slack: When a new subscriber joins Beehiiv, create a corresponding contact in Bexio. Then, notify the sales team in Slack about the new contact creation for follow-up.
Bexio + Beehiiv + Calendly: When a new invoice is created in Bexio, trigger a welcome email campaign in Beehiiv, and then schedule a follow-up call using Calendly to ensure customer satisfaction.
Beehiiv and Bexio integration alternatives
About Beehiiv
Automate your Beehiiv newsletter workflows in Latenode. Trigger email campaigns based on CRM events or website activity. Sync subscriber data, segment audiences using AI, and analyze results, all within visual, scalable workflows. Connect Beehiiv to any app, enhance data, and automate repetitive tasks to focus on content.
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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 Beehiiv and Bexio
How can I connect my Beehiiv account to Bexio using Latenode?
To connect your Beehiiv account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beehiiv and click on "Connect".
- Authenticate your Beehiiv and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation for new Beehiiv subscribers?
Yes, you can! Latenode lets you automatically create Bexio invoices when someone subscribes on Beehiiv. Streamline your billing with no-code, reducing manual data entry and ensuring accurate records.
What types of tasks can I perform by integrating Beehiiv with Bexio?
Integrating Beehiiv with Bexio allows you to perform various tasks, including:
- Create a new Bexio contact when a new subscriber joins Beehiiv.
- Update contact details in Bexio based on Beehiiv subscriber data.
- Generate invoices in Bexio for Beehiiv paid subscriptions.
- Send customized payment reminders via Beehiiv based on Bexio invoice status.
- Track subscriber engagement from Beehiiv inside Bexio projects.
HowsecureistheBeehiivintegrationwithBexioonLatenode?
Latenode uses secure OAuth authentication. Your Beehiiv and Bexio credentials are encrypted and never stored on our servers, ensuring your data's safety.
Are there any limitations to the Beehiiv and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires you to have existing accounts on both Beehiiv and Bexio.
- Complex workflows may require knowledge of Beehiiv and Bexio API limits.
- Real-time data synchronization depends on the API availability of both platforms.
