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How to connect Bexio and JustCall
Create a New Scenario to Connect Bexio and JustCall
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 JustCall will be your first step. To do this, click "Choose an app," find Bexio or JustCall, 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 JustCall Node
Next, click the plus (+) icon on the Bexio node, select JustCall from the list of available apps, and choose the action you need from the list of nodes within JustCall.
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JustCall
Authenticate JustCall
Now, click the JustCall node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JustCall settings. Authentication allows you to use JustCall through Latenode.
Configure the Bexio and JustCall 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 JustCall 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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JustCall
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, JustCall, 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 JustCall integration works as expected. Depending on your setup, data should flow between Bexio and JustCall (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 JustCall
JustCall + Bexio + Slack: When a call is missed in JustCall, this automation finds or creates a contact in Bexio and sends a notification to a Slack channel to alert the sales team.
JustCall + Bexio + Google Sheets: Logs JustCall call details to Google Sheets and updates contact information in Bexio. The flow triggers on a new text message in JustCall, finds the contact in Bexio (or creates them), and then adds a row to Google Sheets with the call details.
Bexio and JustCall 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 JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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See how Latenode works
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FAQ Bexio and JustCall
How can I connect my Bexio account to JustCall using Latenode?
To connect your Bexio account to JustCall 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 JustCall accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio contacts after JustCall interactions?
Yes, you can! Latenode's visual editor makes it easy to sync JustCall data to Bexio, ensuring your contact information stays current, saving time and improving data accuracy.
What types of tasks can I perform by integrating Bexio with JustCall?
Integrating Bexio with JustCall allows you to perform various tasks, including:
- Create Bexio contacts from new JustCall call logs.
- Send SMS through JustCall when a Bexio invoice is overdue.
- Log JustCall call outcomes as notes in Bexio contacts.
- Trigger JustCall callbacks when new deals are created in Bexio.
- Update Bexio contact details with JustCall activity data.
Can Latenode handle complex logic between Bexio and JustCall?
Absolutely! Latenode supports advanced conditional logic and JavaScript blocks for fully customized Bexio and JustCall workflows.
Are there any limitations to the Bexio and JustCall integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the APIs of Bexio and JustCall.
- Historical data migration might require custom scripting and larger workflows.
- Some advanced JustCall features may not have dedicated Latenode blocks.
