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How to connect Bexio and Avaza
Create a New Scenario to Connect Bexio and Avaza
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 Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or Avaza will be your first step. To do this, click "Choose an app," find Bexio or Avaza, 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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Add the Avaza Node
Next, click the plus (+) icon on the Bexio node, select Avaza from the list of available apps, and choose the action you need from the list of nodes within Avaza.
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Authenticate Avaza
Now, click the Avaza node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Avaza settings. Authentication allows you to use Avaza through Latenode.
Configure the Bexio and Avaza 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 Bexio and Avaza 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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Avaza
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Avaza, 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 Bexio and Avaza integration works as expected. Depending on your setup, data should flow between Bexio and Avaza (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 Avaza
Avaza + Bexio + Slack: When a new project is created in Avaza, a corresponding project is automatically created in Bexio. A notification is then sent to a designated Slack channel to inform the team.
Avaza + Bexio + Google Sheets: When a new project is created in Avaza, its details are exported to Bexio. A copy of the project information is simultaneously saved to a Google Sheet for reporting purposes.
Bexio and Avaza 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 Avaza
Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.
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FAQ Bexio and Avaza
How can I connect my Bexio account to Avaza using Latenode?
To connect your Bexio account to Avaza 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 Avaza accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Bexio contacts to Avaza projects?
Yes, you can! Latenode's visual editor makes it easy to sync new Bexio contacts directly to Avaza projects, ensuring seamless project management and improved team collaboration.
What types of tasks can I perform by integrating Bexio with Avaza?
Integrating Bexio with Avaza allows you to perform various tasks, including:
- Automatically create Avaza projects from new Bexio sales opportunities.
- Sync Bexio invoices with Avaza for accurate time and expense tracking.
- Update Avaza task statuses based on Bexio project stage changes.
- Create Bexio contacts from new Avaza clients.
- Generate custom reports combining data from Bexio and Avaza.
Can I use JavaScript to transform data between Bexio and Avaza?
Yes, Latenode supports custom JavaScript code. You can manipulate data, add calculations, and tailor the integration to your specific needs.
Are there any limitations to the Bexio and Avaza integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API limits of Bexio and Avaza.
- Complex data transformations may require advanced JavaScript knowledge.
- Historical data migration might require a separate, one-time workflow.
