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How to connect Bexio and Campaign Monitor
Create a New Scenario to Connect Bexio and Campaign Monitor
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 Campaign Monitor will be your first step. To do this, click "Choose an app," find Bexio or Campaign Monitor, 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 Campaign Monitor Node
Next, click the plus (+) icon on the Bexio node, select Campaign Monitor from the list of available apps, and choose the action you need from the list of nodes within Campaign Monitor.
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Campaign Monitor
Authenticate Campaign Monitor
Now, click the Campaign Monitor node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Campaign Monitor settings. Authentication allows you to use Campaign Monitor through Latenode.
Configure the Bexio and Campaign Monitor 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 Campaign Monitor 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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Campaign Monitor
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Bexio, Campaign Monitor, 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 Campaign Monitor integration works as expected. Depending on your setup, data should flow between Bexio and Campaign Monitor (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 Campaign Monitor
Campaign Monitor + Bexio + Google Sheets: When a new subscriber joins a list in Campaign Monitor, find the contact in Bexio. If the contact exists, update a row in Google Sheets with the subscriber information and Bexio contact details. If the contact doesn't exist, create a new contact in Bexio and then update a row in Google Sheets.
Campaign Monitor + Bexio + Slack: When a new subscriber joins in Campaign Monitor, create a new contact in Bexio and send a notification to a Slack channel.
Bexio and Campaign Monitor 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 Campaign Monitor
Use Campaign Monitor in Latenode to automate email marketing based on triggers from other apps. Sync contact lists, personalize campaigns, and track results directly within your workflows. Latenode adds scheduling, conditional logic, and data transformation for sophisticated, automated outreach, bypassing Campaign Monitor's limits.
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See how Latenode works
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FAQ Bexio and Campaign Monitor
How can I connect my Bexio account to Campaign Monitor using Latenode?
To connect your Bexio account to Campaign Monitor 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 Campaign Monitor accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Bexio contacts to a Campaign Monitor list?
Yes, you can! Latenode’s visual editor makes it easy to sync new Bexio contacts to Campaign Monitor lists. This ensures your marketing is always up-to-date, without manual data entry.
What types of tasks can I perform by integrating Bexio with Campaign Monitor?
Integrating Bexio with Campaign Monitor allows you to perform various tasks, including:
- Automatically adding new Bexio customers to a Campaign Monitor list.
- Updating contact details in Campaign Monitor based on Bexio changes.
- Triggering email campaigns in Campaign Monitor after new Bexio invoices.
- Segmenting Campaign Monitor subscribers based on Bexio customer data.
- Creating Bexio tasks upon Campaign Monitor campaign completion.
How easily can I handle Bexio data transformations in Latenode?
Latenode lets you easily transform Bexio data using JavaScript or AI. This ensures seamless data mapping between Bexio and Campaign Monitor.
Are there any limitations to the Bexio and Campaign Monitor integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both platforms.
- Historical data migration requires a manual, one-time setup process.
