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How to connect Bexio and Circle
Create a New Scenario to Connect Bexio and Circle
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 Circle will be your first step. To do this, click "Choose an app," find Bexio or Circle, 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 Circle Node
Next, click the plus (+) icon on the Bexio node, select Circle from the list of available apps, and choose the action you need from the list of nodes within Circle.
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Authenticate Circle
Now, click the Circle node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Circle settings. Authentication allows you to use Circle through Latenode.
Configure the Bexio and Circle 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 Circle 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, Circle, 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 Circle integration works as expected. Depending on your setup, data should flow between Bexio and Circle (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 Circle
Bexio + Circle + Slack: When a new sales invoice is created in Bexio, find the corresponding customer in Circle. If the customer is found, send a Slack message to a designated channel to notify the team. If not found, update the customer in Circle and send Slack message to a channel.
Circle + Bexio + Airtable: When a new member joins a Circle community, create a new contact in Bexio using the member's details and subsequently store the contact's information in Airtable.
Bexio and Circle 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 Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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See how Latenode works
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FAQ Bexio and Circle
How can I connect my Bexio account to Circle using Latenode?
To connect your Bexio account to Circle 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 Circle accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after new Circle member joins?
Yes, you can! Latenode lets you instantly trigger Bexio invoice creation when a new member joins Circle, streamlining billing and membership management.
What types of tasks can I perform by integrating Bexio with Circle?
Integrating Bexio with Circle allows you to perform various tasks, including:
- Automatically creating invoices in Bexio for new Circle community members.
- Adding new Bexio contacts when someone purchases a Circle subscription.
- Updating contact information in Bexio based on Circle profile updates.
- Sending Circle welcome messages upon invoice payment in Bexio.
- Tracking unpaid invoices and sending reminders via Circle direct messages.
Can I use custom fields from Bexio in my Circle automations?
Yes, Latenode supports custom fields, allowing you to leverage detailed Bexio data within your Circle workflows, for personalized automation.
Are there any limitations to the Bexio and Circle integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Bexio and Circle may affect high-volume workflows.
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API availability of both apps.
