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How to connect Bexio and Creatomate
Create a New Scenario to Connect Bexio and Creatomate
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 Creatomate will be your first step. To do this, click "Choose an app," find Bexio or Creatomate, 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 Creatomate Node
Next, click the plus (+) icon on the Bexio node, select Creatomate from the list of available apps, and choose the action you need from the list of nodes within Creatomate.
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Authenticate Creatomate
Now, click the Creatomate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Creatomate settings. Authentication allows you to use Creatomate through Latenode.
Configure the Bexio and Creatomate 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 Creatomate 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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Creatomate
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Creatomate, 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 Creatomate integration works as expected. Depending on your setup, data should flow between Bexio and Creatomate (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 Creatomate
Bexio + Creatomate + Slack: When a new sales invoice is created in Bexio, Creatomate renders a thank you video. This video is then sent to the customer via a direct message on Slack.
Bexio + Creatomate + Google Sheets: When a new contact is created in Bexio, Creatomate renders a video. The URL of the rendered video is then added to a Google Sheet, along with other client information.
Bexio and Creatomate 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 Creatomate
Automate video creation with Creatomate in Latenode. Generate personalized videos from data: product demos, social media content, or reports. Connect Creatomate to any data source and automate complex workflows with Latenode's visual editor, JavaScript support, and flexible API. Scale video production without manual effort.
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See how Latenode works
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FAQ Bexio and Creatomate
How can I connect my Bexio account to Creatomate using Latenode?
To connect your Bexio account to Creatomate 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 Creatomate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate video creation based on new Bexio contacts?
Yes, you can! Latenode lets you trigger Creatomate videos from new Bexio contacts. This automates personalized marketing, saving time and boosting engagement through visual content.
What types of tasks can I perform by integrating Bexio with Creatomate?
Integrating Bexio with Creatomate allows you to perform various tasks, including:
- Automatically generating personalized welcome videos for new clients.
- Creating dynamic invoices with embedded product demonstration videos.
- Producing marketing videos based on Bexio customer data.
- Generating social media content showcasing successful projects.
- Updating video testimonials automatically from customer feedback.
How does Latenode handle Bexio API rate limits?
Latenode's advanced queueing system manages Bexio API calls, preventing rate limit errors and ensuring reliable automation even during peak usage.
Are there any limitations to the Bexio and Creatomate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Creatomate templates might require advanced node configuration.
- Real-time updates depend on the frequency of Bexio's webhooks.
- Large-scale video rendering may impact Latenode workflow execution time.
