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How to connect Bexio and Delighted
Create a New Scenario to Connect Bexio and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find Bexio or Delighted, 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 Delighted Node
Next, click the plus (+) icon on the Bexio node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
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Delighted
Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Bexio and Delighted 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 Delighted 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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JavaScript
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AI Anthropic Claude 3
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Delighted
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Trigger on Webhook
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Bexio
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bexio, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between Bexio and Delighted (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 Delighted
Bexio + Delighted + Slack: When a new sales invoice is created in Bexio, send a customer satisfaction survey via Delighted. Then, post the survey response, whether positive or negative, in a dedicated Slack channel for visibility.
Delighted + Bexio + HubSpot: When a new response is received in Delighted, find the corresponding contact in Bexio (if it exists). If the Delighted response indicates a detractor (e.g., a low score), create a contact in HubSpot to facilitate targeted follow-up.
Bexio and Delighted 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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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FAQ Bexio and Delighted
How can I connect my Bexio account to Delighted using Latenode?
To connect your Bexio account to Delighted 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 Delighted accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger surveys based on invoice payments?
Yes, you can! Latenode lets you trigger Delighted surveys upon Bexio invoice payment. Automate feedback collection and improve customer satisfaction effortlessly.
What types of tasks can I perform by integrating Bexio with Delighted?
Integrating Bexio with Delighted allows you to perform various tasks, including:
- Automatically sending customer satisfaction surveys after invoice payments.
- Creating Bexio contacts from new Delighted survey responses.
- Updating contact information in Bexio based on survey feedback.
- Analyzing survey sentiment and triggering alerts for negative feedback.
- Generating reports combining financial data from Bexio and survey results.
Can I use custom Javascript code with my Bexio Latenode flows?
Yes! Latenode allows you to incorporate custom JavaScript code for advanced data manipulation and logic within your Bexio workflows.
Are there any limitations to the Bexio and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync may require custom scripting for initial setup.
- Complex data transformations might necessitate JavaScript coding.
- Rate limits of Bexio and Delighted APIs apply to the integration.
