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How to connect Bexio and Captions
Create a New Scenario to Connect Bexio and Captions
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 Captions will be your first step. To do this, click "Choose an app," find Bexio or Captions, 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 Captions Node
Next, click the plus (+) icon on the Bexio node, select Captions from the list of available apps, and choose the action you need from the list of nodes within Captions.
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Captions
Authenticate Captions
Now, click the Captions node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Captions settings. Authentication allows you to use Captions through Latenode.
Configure the Bexio and Captions 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 Captions 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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Captions
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Trigger on Webhook
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Bexio
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Webhook response
Save and Activate the Scenario
After configuring Bexio, Captions, 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 Captions integration works as expected. Depending on your setup, data should flow between Bexio and Captions (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 Captions
Bexio + Captions + Slack: When a new sales invoice is created in Bexio, a video summary is generated using Captions. The link to this video is then posted to a designated Slack channel to update the team.
Captions + Bexio + Google Sheets: When a new video caption is created in Captions, the details are logged to a Google Sheet. Afterwards, if there is a matching contact in Bexio, the contact details are updated with relevant caption information, otherwise a new contact is created.
Bexio and Captions 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 Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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See how Latenode works
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FAQ Bexio and Captions
How can I connect my Bexio account to Captions using Latenode?
To connect your Bexio account to Captions 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 Captions accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices from Captions data?
Yes, you can! Latenode's visual editor simplifies connecting Captions data to Bexio, automating invoice creation. Save time and ensure accurate billing with every video project.
What types of tasks can I perform by integrating Bexio with Captions?
Integrating Bexio with Captions allows you to perform various tasks, including:
- Create new Bexio contacts from Captions user registrations.
- Automatically update customer details in Bexio after Captions interactions.
- Generate sales reports in Bexio based on Captions analytics.
- Trigger Bexio invoices when a Captions project reaches completion.
- Synchronize project costs from Captions with related Bexio accounting entries.
Can I use custom JavaScript code with Bexio and Captions in Latenode?
Yes! Latenode allows injecting JavaScript for advanced data manipulation between Bexio and Captions, extending standard integration features for unique workflows.
Are there any limitations to the Bexio and Captions integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of Bexio and Captions.
- Complex data transformations may require advanced JavaScript knowledge.
- Large data volumes can impact workflow execution speed.
