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How to connect Bexio and JobNimbus
Create a New Scenario to Connect Bexio and JobNimbus
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 JobNimbus will be your first step. To do this, click "Choose an app," find Bexio or JobNimbus, 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 JobNimbus Node
Next, click the plus (+) icon on the Bexio node, select JobNimbus from the list of available apps, and choose the action you need from the list of nodes within JobNimbus.
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Authenticate JobNimbus
Now, click the JobNimbus node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JobNimbus settings. Authentication allows you to use JobNimbus through Latenode.
Configure the Bexio and JobNimbus 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 JobNimbus 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, JobNimbus, 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 JobNimbus integration works as expected. Depending on your setup, data should flow between Bexio and JobNimbus (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 JobNimbus
Bexio + JobNimbus + Slack: When a new contact is created in Bexio, a corresponding contact is created in JobNimbus. A notification is then sent to a Slack channel to inform the team about the new contact.
JobNimbus + Bexio + Google Sheets: When a job is updated in JobNimbus, an invoice is created in Bexio and the invoice details are added to a Google Sheet for tracking.
Bexio and JobNimbus 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 JobNimbus
Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.
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FAQ Bexio and JobNimbus
How can I connect my Bexio account to JobNimbus using Latenode?
To connect your Bexio account to JobNimbus 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 JobNimbus accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon job completion?
Yes, you can! Latenode lets you automatically create Bexio invoices when a job is marked as complete in JobNimbus, saving time with our advanced automation engine.
What types of tasks can I perform by integrating Bexio with JobNimbus?
Integrating Bexio with JobNimbus allows you to perform various tasks, including:
- Create a Bexio invoice when a JobNimbus job reaches a specific status.
- Sync customer data between Bexio contacts and JobNimbus customer profiles.
- Update JobNimbus job details when a related invoice is paid in Bexio.
- Trigger automated email notifications for payment reminders using data from both systems.
- Generate reports combining financial data from Bexio and job progress from JobNimbus.
Can I use JavaScript functions to transform data from Bexio?
Yes! Latenode's JavaScript blocks allow you to transform and manipulate Bexio data before using it in JobNimbus, offering unparalleled flexibility.
Are there any limitations to the Bexio and JobNimbus integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both Bexio and JobNimbus.
- Custom fields in Bexio or JobNimbus might need manual mapping during workflow setup.
