Connect Bexio and Close CRM to automate invoicing and sales workflows, syncing financial data with customer interactions to streamline billing, pipeline management, and client communication in one unified platform.
Capabilities
Every event and operation available when connecting Bexio and Close CRM — from both apps.
Setup
No developer needed. From credentials to live workflow in under 10 minutes.
Authenticate Bexio in Latenode's Credentials panel. You'll need access to your Bexio account and permissions to create connections.
Add Close CRM credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Choose a trigger and an action to build your workflow.
Yes! Latenode provides a native integration between Bexio and Close CRM. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Start from either hub, then mix triggers and actions with the rest of your stack.
Bexio is a comprehensive cloud-based business management software designed for small businesses and freelancers, offering features such as invoicing, accounting, project management, and customer relationship management (CRM). With Bexio, users can easily track expenses, manage client data, and automate administrative tasks, all while ensuring compliance with tax regulations. The platform simplifies workflow with intuitive tools and integrations, allowing businesses to focus on growth and customer satisfaction.
Learn moreClose CRM is a powerful sales communication platform designed to help teams manage leads and close deals more effectively. With features such as built-in calling, automated follow-ups, customizable workflows, and detailed reporting, Close CRM streamlines the sales process by consolidating all communication and data in one place. Its intuitive interface allows users to track interactions, prioritize tasks, and collaborate seamlessly, making it an essential tool for sales teams looking to enhance productivity and drive revenue growth.
Learn moreJoin 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
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