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How to connect Bexio and Brilliant Directories
Create a New Scenario to Connect Bexio and Brilliant Directories
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 Brilliant Directories will be your first step. To do this, click "Choose an app," find Bexio or Brilliant Directories, 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 Brilliant Directories Node
Next, click the plus (+) icon on the Bexio node, select Brilliant Directories from the list of available apps, and choose the action you need from the list of nodes within Brilliant Directories.
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Authenticate Brilliant Directories
Now, click the Brilliant Directories node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Brilliant Directories settings. Authentication allows you to use Brilliant Directories through Latenode.
Configure the Bexio and Brilliant Directories 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 Brilliant Directories 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 Bexio, Brilliant Directories, 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 Brilliant Directories integration works as expected. Depending on your setup, data should flow between Bexio and Brilliant Directories (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 Brilliant Directories
Brilliant Directories + Bexio + Slack: When a new user signs up on Brilliant Directories, automatically create a contact in Bexio and send a notification in Slack to inform the team.
Brilliant Directories + Mailchimp + Bexio: When a new user signs up on Brilliant Directories, add them to a specific list in Mailchimp and create a new contact in Bexio.
Bexio and Brilliant Directories 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 Brilliant Directories
Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.
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FAQ Bexio and Brilliant Directories
How can I connect my Bexio account to Brilliant Directories using Latenode?
To connect your Bexio account to Brilliant Directories 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 Brilliant Directories accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation for new Brilliant Directories members?
Yes, with Latenode! Automatically create Bexio invoices for each new Brilliant Directories member. This eliminates manual entry and ensures timely billing with customizable no-code logic.
What types of tasks can I perform by integrating Bexio with Brilliant Directories?
Integrating Bexio with Brilliant Directories allows you to perform various tasks, including:
- Automatically creating Bexio contacts from new Brilliant Directories members.
- Updating member details in Brilliant Directories from Bexio contact updates.
- Generating Bexio invoices when a new membership plan is purchased.
- Sending welcome emails to new members using data from both platforms.
- Tracking membership revenue and expenses across both systems.
How secure is my Bexio data when using Latenode integrations?
Latenode employs industry-standard security protocols, including encryption, to protect your Bexio data during integration and workflow execution.
Are there any limitations to the Bexio and Brilliant Directories integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time data synchronization depends on the API rate limits of both platforms.
- Integration is limited to the data available through Bexio and Brilliant Directories APIs.
