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How to connect Bexio and Businessmap
Create a New Scenario to Connect Bexio and Businessmap
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 Businessmap will be your first step. To do this, click "Choose an app," find Bexio or Businessmap, 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 Businessmap Node
Next, click the plus (+) icon on the Bexio node, select Businessmap from the list of available apps, and choose the action you need from the list of nodes within Businessmap.
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Authenticate Businessmap
Now, click the Businessmap node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Businessmap settings. Authentication allows you to use Businessmap through Latenode.
Configure the Bexio and Businessmap 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 Businessmap 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, Businessmap, 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 Businessmap integration works as expected. Depending on your setup, data should flow between Bexio and Businessmap (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 Businessmap
Businessmap + Bexio + Slack: When a card is moved to 'completed' in Businessmap, an invoice is created in Bexio. Then, a notification is sent to a designated Slack channel.
Businessmap + Bexio + Google Sheets: When a card is updated in Businessmap, billable hours are logged to Bexio by creating a service product. Summary data is then exported to Google Sheets.
Bexio and Businessmap 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 Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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See how Latenode works
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FAQ Bexio and Businessmap
How can I connect my Bexio account to Businessmap using Latenode?
To connect your Bexio account to Businessmap 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 Businessmap accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update project budgets based on invoiced amounts?
Yes, you can! Latenode’s flexible workflows let you trigger budget updates in Businessmap directly from new invoices in Bexio, improving financial oversight.
What types of tasks can I perform by integrating Bexio with Businessmap?
Integrating Bexio with Businessmap allows you to perform various tasks, including:
- Create new Businessmap cards from new Bexio customer contacts.
- Update Businessmap card details when a Bexio invoice is paid.
- Generate Bexio invoices based on completed Businessmap project stages.
- Synchronize task assignments between Bexio and Businessmap.
- Track time spent on Businessmap tasks and log it in Bexio.
Can I use JavaScript to transform data between Bexio and Businessmap?
Yes! Latenode's JavaScript blocks allow complex data transformations between Bexio and Businessmap, offering unmatched customization options.
Are there any limitations to the Bexio and Businessmap integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization may experience slight delays.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration requires manual configuration.
