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How to connect Bexio and Chatwork
Create a New Scenario to Connect Bexio and Chatwork
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 Chatwork will be your first step. To do this, click "Choose an app," find Bexio or Chatwork, 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 Chatwork Node
Next, click the plus (+) icon on the Bexio node, select Chatwork from the list of available apps, and choose the action you need from the list of nodes within Chatwork.
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Chatwork
Authenticate Chatwork
Now, click the Chatwork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Chatwork settings. Authentication allows you to use Chatwork through Latenode.
Configure the Bexio and Chatwork 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 Chatwork 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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Chatwork
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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, Chatwork, 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 Chatwork integration works as expected. Depending on your setup, data should flow between Bexio and Chatwork (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 Chatwork
Bexio + Google Sheets + Chatwork: When a new sales invoice is created in Bexio, the details are added to a Google Sheet for tracking and analysis. A notification is then sent to the sales team in Chatwork.
Chatwork + Bexio + Slack: When a new message is posted in a specific Chatwork room, the workflow extracts information from the message and creates a new customer (contact) in Bexio. A notification about the new customer creation is sent to a Slack channel.
Bexio and Chatwork 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 Chatwork
Use Chatwork with Latenode to automate team notifications and tasks. Send messages based on triggers from your CRM, database, or other apps. Latenode's visual builder simplifies creating complex workflows. Reduce manual updates, keep your team informed, and improve response times by integrating Chatwork into automated processes.
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See how Latenode works
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FAQ Bexio and Chatwork
How can I connect my Bexio account to Chatwork using Latenode?
To connect your Bexio account to Chatwork 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 Chatwork accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically notify my team about new invoices?
Yes, you can! With Latenode, automatically post Bexio invoice updates to Chatwork. Use custom JavaScript code to filter important updates and keep your team informed.
What types of tasks can I perform by integrating Bexio with Chatwork?
Integrating Bexio with Chatwork allows you to perform various tasks, including:
- Send Chatwork notifications for overdue Bexio invoices.
- Create Chatwork tasks from new Bexio project assignments.
- Post daily Bexio sales summaries to a Chatwork group.
- Share new Bexio contact information in Chatwork.
- Alert support teams in Chatwork about critical Bexio errors.
Can I use JavaScript to transform Bexio data before sending it to Chatwork?
Yes, Latenode allows using JavaScript blocks to manipulate Bexio data. Format data, filter values, or create custom messages for Chatwork.
Are there any limitations to the Bexio and Chatwork integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bexio reports may require custom JavaScript parsing.
- Chatwork API rate limits might affect high-volume integrations.
- File attachments from Bexio are not directly supported in Chatwork messages.
