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How to connect Bexio and Cloze
Create a New Scenario to Connect Bexio and Cloze
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 Cloze will be your first step. To do this, click "Choose an app," find Bexio or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the Bexio node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
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Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Bexio and Cloze 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 Cloze 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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Cloze
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between Bexio and Cloze (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 Cloze
Cloze + Bexio + Slack: When a project's status changes to 'Closed' in Cloze, an invoice is created in Bexio, and a congratulatory message is sent to a Slack channel.
Cloze + Google Sheets + Bexio: When a new person is added to Cloze, their details are added to a Google Sheet and a new contact is created or updated in Bexio.
Bexio and Cloze 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 Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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See how Latenode works
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FAQ Bexio and Cloze
How can I connect my Bexio account to Cloze using Latenode?
To connect your Bexio account to Cloze 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 Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze deals when invoices are paid in Bexio?
Yes, with Latenode you can! Automatically update Cloze deal stages when Bexio invoice statuses change. This ensures your sales team always has current financial information, saving time and improving accuracy.
What types of tasks can I perform by integrating Bexio with Cloze?
Integrating Bexio with Cloze allows you to perform various tasks, including:
- Create a new Cloze contact when a new contact is added in Bexio.
- Update a Cloze opportunity when a Bexio invoice is marked as paid.
- Log Bexio invoice details as notes in Cloze.
- Trigger a Cloze email sequence when a new quote is created in Bexio.
- Sync contact information updates between Bexio and Cloze in real time.
What Bexio data can I access within Latenode workflows?
Latenode allows access to contacts, invoices, products, projects, and more for seamless automation within Bexio.
Are there any limitations to the Bexio and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bexio custom field mappings may require JavaScript customization.
- Real-time sync depends on the API rate limits of both Bexio and Cloze.
- Certain advanced Cloze features might need custom API calls.
