.svg){kind=icon}
How to connect Bexio and GoCanvas
Create a New Scenario to Connect Bexio and GoCanvas
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 GoCanvas will be your first step. To do this, click "Choose an app," find Bexio or GoCanvas, 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.
+
1
Bexio
Add the GoCanvas Node
Next, click the plus (+) icon on the Bexio node, select GoCanvas from the list of available apps, and choose the action you need from the list of nodes within GoCanvas.
1
Bexio
⚙
+
2
GoCanvas
Authenticate GoCanvas
Now, click the GoCanvas node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your GoCanvas settings. Authentication allows you to use GoCanvas through Latenode.
Configure the Bexio and GoCanvas 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 GoCanvas 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
GoCanvas
1
Trigger on Webhook
⚙
2
Bexio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Bexio, GoCanvas, 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 GoCanvas integration works as expected. Depending on your setup, data should flow between Bexio and GoCanvas (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 GoCanvas
GoCanvas + Bexio + Slack: When a new submission is created in GoCanvas, the information is used to create a new contact in Bexio. A message is then sent to a Slack channel to notify the finance team about the new submission and the corresponding Bexio contact.
GoCanvas + Google Sheets + Bexio: When a new submission is created in GoCanvas, the data is added as a new row in Google Sheets. The submission data is also used to find and update an existing contact in Bexio or create a new one if it doesn't exist.
Bexio and GoCanvas 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.
Similar apps
Related categories
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
Related categories
See how Latenode works
.svg)
.png)
FAQ Bexio and GoCanvas
How can I connect my Bexio account to GoCanvas using Latenode?
To connect your Bexio account to GoCanvas 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 GoCanvas accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio invoices from GoCanvas data?
Yes, you can! Latenode's visual editor simplifies this automation. Automatically updating invoices based on field data ensures accurate billing & saves time with no-code or JS code.
What types of tasks can I perform by integrating Bexio with GoCanvas?
Integrating Bexio with GoCanvas allows you to perform various tasks, including:
- Create new Bexio contacts from new GoCanvas submissions.
- Update Bexio invoices when GoCanvas forms are completed.
- Generate GoCanvas reports based on Bexio financial data.
- Trigger Bexio actions from specific GoCanvas responses.
- Sync customer data between Bexio and GoCanvas in real time.
What Bexio data can I access within Latenode workflows?
Latenode allows you to access contacts, invoices, products, and other key Bexio data, enhancing automation possibilities across platforms.
Are there any limitations to the Bexio and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Real-time sync depends on the API rate limits of Bexio and GoCanvas.
- Some advanced Bexio features may not be directly supported yet.
