Bexio and Instagram for Business Integration

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Automatically create Bexio invoices from Instagram for Business leads. Latenode's visual editor and affordable pricing let you build and scale sophisticated, custom workflows without overspending, while ensuring accurate billing and faster payments.

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Bexio

Instagram for Business

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Bexio and Instagram for Business

Create a New Scenario to Connect Bexio and Instagram for Business

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 Instagram for Business will be your first step. To do this, click "Choose an app," find Bexio or Instagram for Business, 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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Bexio

Configure the Bexio

Click on the Bexio node to configure it. You can modify the Bexio URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Bexio

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#1 Bexio

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Connect Bexio

Sign In

Run node once

Add the Instagram for Business Node

Next, click the plus (+) icon on the Bexio node, select Instagram for Business from the list of available apps, and choose the action you need from the list of nodes within Instagram for Business.

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Bexio

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Instagram for Business

Authenticate Instagram for Business

Now, click the Instagram for Business node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instagram for Business settings. Authentication allows you to use Instagram for Business through Latenode.

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Bexio

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Instagram for Business

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#2 Instagram for Business

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Connect Instagram for Business

Sign In

Run node once

Configure the Bexio and Instagram for Business Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Bexio

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Instagram for Business

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#2 Instagram for Business

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Connect Instagram for Business

Instagram for Business Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Bexio and Instagram for Business 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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Instagram for Business

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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, Instagram for Business, 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 Instagram for Business integration works as expected. Depending on your setup, data should flow between Bexio and Instagram for Business (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 Instagram for Business

Bexio + Instagram for Business + Slack: When a new sales invoice is created in Bexio, a promotional photo post is created on Instagram. A summary of the invoice is then sent to a Slack channel.

Instagram for Business + Bexio + Google Sheets: When a new media is posted to Instagram, fetch media insights and compare them to Bexio sales data. The results are then written to a Google Sheet for analysis.

Bexio and Instagram for Business 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.

About Instagram for Business

Automate Instagram for Business tasks within Latenode to streamline marketing and social media management. Automatically post content, track engagement, and gather competitor insights. Route data to spreadsheets or CRMs. Latenode’s visual editor and flexible logic let you build custom workflows that adapt to changing needs without code.

See how Latenode works

FAQ Bexio and Instagram for Business

How can I connect my Bexio account to Instagram for Business using Latenode?

To connect your Bexio account to Instagram for Business 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 Instagram for Business accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I post Bexio invoice links to Instagram stories?

Yes, you can! Latenode's visual editor makes this simple. Automatically share payment links, driving faster invoice settlements and boosting cash flow with every post.

What types of tasks can I perform by integrating Bexio with Instagram for Business?

Integrating Bexio with Instagram for Business allows you to perform various tasks, including:

  • Automatically posting new Bexio customer testimonials to Instagram.
  • Creating Instagram ads based on Bexio product inventory levels.
  • Sending Bexio invoices automatically after an Instagram lead form submission.
  • Tracking Instagram ad spend and updating Bexio expense records.
  • Generating Bexio sales reports based on Instagram campaign performance.

What Bexio data can I access and use within Latenode workflows?

You can access and use customer data, invoices, products, and more. Latenode gives you total data control for creating custom automations.

Are there any limitations to the Bexio and Instagram for Business integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Bexio data structures might require custom JavaScript parsing.
  • Instagram for Business API rate limits may affect high-volume workflows.
  • Real-time synchronization depends on the polling intervals of both apps.

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