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How to connect Bexio and Kommo
Create a New Scenario to Connect Bexio and Kommo
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 Kommo will be your first step. To do this, click "Choose an app," find Bexio or Kommo, 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 Kommo Node
Next, click the plus (+) icon on the Bexio node, select Kommo from the list of available apps, and choose the action you need from the list of nodes within Kommo.
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Authenticate Kommo
Now, click the Kommo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kommo settings. Authentication allows you to use Kommo through Latenode.
Configure the Bexio and Kommo 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 Kommo 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, Kommo, 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 Kommo integration works as expected. Depending on your setup, data should flow between Bexio and Kommo (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 Kommo
Bexio + Kommo + Slack: When a new invoice is created in Bexio, find the corresponding contact in Kommo and update their profile. Then, send a notification to a designated Slack channel informing the sales team about the updated customer information linked to the new invoice.
Kommo + Bexio + Mailchimp: When a deal reaches the 'closed won' stage in Kommo, create a new contact in Bexio. Subsequently, add this new contact to a specific welcome email list in Mailchimp for onboarding.
Bexio and Kommo 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 Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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FAQ Bexio and Kommo
How can I connect my Bexio account to Kommo using Latenode?
To connect your Bexio account to Kommo 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 Kommo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kommo deals from Bexio invoices?
Yes, you can! Latenode lets you sync invoice data from Bexio to Kommo, updating deal stages automatically. Gain real-time sales insights and save your team valuable time with this automation.
What types of tasks can I perform by integrating Bexio with Kommo?
Integrating Bexio with Kommo allows you to perform various tasks, including:
- Create new Kommo contacts from new Bexio customers.
- Update Kommo deal stages when Bexio invoice status changes.
- Sync product information between Bexio and Kommo catalogs.
- Trigger Kommo tasks based on events in Bexio projects.
- Send personalized Kommo messages for new Bexio invoices.
Can Latenode handle complex logic between Bexio and Kommo?
Yes! Latenode's visual editor, JavaScript support, and AI tools let you create sophisticated workflows tailored to your exact business needs.
Are there any limitations to the Bexio and Kommo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The number of API calls is subject to Bexio and Kommo's rate limits.
- Complex data transformations may require JavaScript knowledge.
- Initial setup requires understanding of both Bexio and Kommo's data structures.
