Bexio and 123FormBuilder Integration

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Automatically create Bexio contacts from new 123FormBuilder submissions. Latenode's visual editor makes it simple, with affordable pricing and the option to add custom logic via JavaScript when needed.

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Bexio

123FormBuilder

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Bexio and 123FormBuilder

Create a New Scenario to Connect Bexio and 123FormBuilder

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or 123FormBuilder will be your first step. To do this, click "Choose an app," find Bexio or 123FormBuilder, and select the appropriate trigger to start the scenario.

Add the Bexio Node

Select the Bexio node from the app selection panel on the right.

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Configure the Bexio

Click on the Bexio node to configure it. You can modify the Bexio URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the 123FormBuilder Node

Next, click the plus (+) icon on the Bexio node, select 123FormBuilder from the list of available apps, and choose the action you need from the list of nodes within 123FormBuilder.

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Authenticate 123FormBuilder

Now, click the 123FormBuilder node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 123FormBuilder settings. Authentication allows you to use 123FormBuilder through Latenode.

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Configure the Bexio and 123FormBuilder Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Bexio and 123FormBuilder 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 donโ€™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 Bexio, 123FormBuilder, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Bexio and 123FormBuilder integration works as expected. Depending on your setup, data should flow between Bexio and 123FormBuilder (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Bexio and 123FormBuilder

123FormBuilder + Bexio + Slack: When a new submission is made in 123FormBuilder, the contact information is used to update or create a contact in Bexio. Then, a notification is sent to a Slack channel to alert the team of the new submission.

123FormBuilder + Bexio + Google Sheets: A new submission in 123FormBuilder triggers the creation of a new invoice in Bexio. The submission data is also added as a new row to a Google Sheet for reporting purposes.

Bexio and 123FormBuilder integration alternatives

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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About 123FormBuilder

Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups โ€” automating processes with a no-code, scalable workflow.

See how Latenode works

FAQ Bexio and 123FormBuilder

How can I connect my Bexio account to 123FormBuilder using Latenode?

To connect your Bexio account to 123FormBuilder on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Bexio and click on "Connect".
  • Authenticate your Bexio and 123FormBuilder accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Bexio contacts from new form submissions?

Yes, with Latenode, automatically updating Bexio contacts when a new 123FormBuilder form is submitted is easy. This automation saves time and ensures your contact data is always up-to-date.

What types of tasks can I perform by integrating Bexio with 123FormBuilder?

Integrating Bexio with 123FormBuilder allows you to perform various tasks, including:

  • Create new Bexio contacts from 123FormBuilder submissions automatically.
  • Update existing Bexio customer data with new information from form entries.
  • Trigger Bexio invoices when a 123FormBuilder order form is completed.
  • Send personalized thank-you emails via Bexio after form submissions.
  • Record 123FormBuilder form data as notes within Bexio contact profiles.

How secure is the Bexio integration on Latenode?

Latenode employs robust security measures, including encryption and secure authentication, to ensure your Bexio data remains protected during integration with 123FormBuilder.

Are there any limitations to the Bexio and 123FormBuilder integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript code.
  • Very large data volumes might impact workflow execution speed.
  • Field mapping customization is limited to the available data types.

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