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How to connect Bexio and iLovePDF
Create a New Scenario to Connect Bexio and iLovePDF
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 iLovePDF will be your first step. To do this, click "Choose an app," find Bexio or iLovePDF, 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 iLovePDF Node
Next, click the plus (+) icon on the Bexio node, select iLovePDF from the list of available apps, and choose the action you need from the list of nodes within iLovePDF.
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Authenticate iLovePDF
Now, click the iLovePDF node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your iLovePDF settings. Authentication allows you to use iLovePDF through Latenode.
Configure the Bexio and iLovePDF 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 iLovePDF 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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Save and Activate the Scenario
After configuring Bexio, iLovePDF, 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 iLovePDF integration works as expected. Depending on your setup, data should flow between Bexio and iLovePDF (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 iLovePDF
Bexio + iLovePDF + Google Drive: When a new sales invoice is created in Bexio, it is compressed using iLovePDF, and then archived in a designated Google Drive folder.
iLovePDF + Bexio + Slack: When a contract is converted to PDF using iLovePDF, the resulting file is uploaded to a specified Bexio contact, and a notification is sent to the accounting team via Slack.
Bexio and iLovePDF 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 iLovePDF
Automate PDF tasks within Latenode workflows using iLovePDF. Merge, split, convert, and compress PDFs without code. Process documents at scale, triggered by events or schedules. Perfect for automating invoices, reports, and forms. Integrate document workflows with other apps and services for efficient business process automation, all while benefiting from Latenode's cost-effective, pay-per-execution pricing.
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See how Latenode works
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FAQ Bexio and iLovePDF
How can I connect my Bexio account to iLovePDF using Latenode?
To connect your Bexio account to iLovePDF 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 iLovePDF accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically compress invoices from Bexio using iLovePDF?
Yes, you can! Latenode lets you automate this, reducing file sizes for easier sharing and storage, enhanced by our flexible no-code and JavaScript options.
What types of tasks can I perform by integrating Bexio with iLovePDF?
Integrating Bexio with iLovePDF allows you to perform various tasks, including:
- Automatically compress newly generated invoices from Bexio using iLovePDF.
- Convert Bexio reports to PDF/A format for long-term archiving.
- Merge multiple Bexio documents into a single PDF using iLovePDF.
- Watermark confidential Bexio documents with a digital signature.
- Extract data from Bexio invoices and store it alongside the PDF.
HowsecureistheBexiointegrationwithiLovePDFonLatenode?
Latenode uses secure authentication protocols. Data is encrypted in transit and at rest, ensuring a safe Bexio and iLovePDF integration experience.
Are there any limitations to the Bexio and iLovePDF integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large volumes of documents may require a higher Latenode plan.
- iLovePDF's API rate limits apply within Latenode workflows.
- Custom PDF manipulations beyond standard iLovePDF features require code.
