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How to connect Bexio and Contacts+
Create a New Scenario to Connect Bexio and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Bexio or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the Bexio node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Bexio and Contacts+ 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 Contacts+ 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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AI Anthropic Claude 3
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Contacts+
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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, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Bexio and Contacts+ (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 Contacts+
Bexio + Contacts+ + Google Sheets: When a new contact is created in Bexio, the contact's details are added to Contacts+. Then, a new row is added to a Google Sheet to log the new contact and its information.
Contacts+ + Bexio + Mailchimp: When a new contact is added to Contacts+, a new client is automatically created in Bexio. Then, that contact is added to a Mailchimp list as a subscriber.
Bexio and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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Bexio + Contacts+ integration
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FAQ Bexio and Contacts+
How can I connect my Bexio account to Contacts+ using Latenode?
To connect your Bexio account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Contacts+ with new Bexio invoices?
Yes, you can! Latenode allows real-time sync using webhooks. New invoices in Bexio instantly update contact details in Contacts+, saving time and ensuring data accuracy.
What types of tasks can I perform by integrating Bexio with Contacts+?
Integrating Bexio with Contacts+ allows you to perform various tasks, including:
- Automatically create new Contacts+ contacts from new Bexio customers.
- Sync contact details between Bexio and Contacts+ to maintain consistency.
- Trigger personalized email campaigns in Contacts+ based on Bexio invoice statuses.
- Log all Bexio invoice events within a contact's activity history in Contacts+.
- Create or update Bexio contacts when new contacts are added to Contacts+.
How can I use Javascript with my Bexio integration in Latenode?
Latenode allows you to use JavaScript code blocks to transform data, customize logic, and manage complex Bexio workflows without limitations.
Are there any limitations to the Bexio and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync may require manual configuration for large datasets.
- Custom fields in Bexio might require custom mapping in Latenode.
- Real-time updates depend on the reliability of the Bexio and Contacts+ APIs.
