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How to connect Bexio and Instantly
Create a New Scenario to Connect Bexio and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Bexio or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Bexio node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Bexio and Instantly 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 Instantly 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Bexio and Instantly (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 Instantly
Instantly + Bexio + Slack: When a new lead is created in Instantly, find the corresponding contact in Bexio. Then, send a notification to a designated Slack channel with the lead and contact details.
Instantly + Bexio + Google Sheets: Whenever a new lead is created in Instantly, retrieve the lead's information and find corresponding contact data in Bexio. Then, add a new row to a Google Sheet containing both lead and contact details.
Bexio and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Bexio and Instantly
How can I connect my Bexio account to Instantly using Latenode?
To connect your Bexio account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update contact information between Bexio and Instantly?
Yes, with Latenode you can! Automatically sync contact details between Bexio and Instantly whenever a new entry is added or updated, saving time and ensuring data accuracy via no-code workflows.
What types of tasks can I perform by integrating Bexio with Instantly?
Integrating Bexio with Instantly allows you to perform various tasks, including:
- Automatically creating new Instantly leads from Bexio contacts.
- Syncing campaign performance data from Instantly to Bexio.
- Triggering email sequences in Instantly based on Bexio invoices.
- Updating contact properties in Instantly when Bexio data changes.
- Sending personalized thank-you emails via Instantly for new Bexio orders.
How secure is my Bexio data when using Latenode for integration?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Bexio data during the integration process.
Are there any limitations to the Bexio and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Bexio and Instantly APIs may affect high-volume data transfers.
- Custom fields in Bexio might require manual mapping to corresponding Instantly fields.
- Real-time synchronization depends on the API availability of both platforms.
