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How to connect Bexio and Landbot.io
Create a New Scenario to Connect Bexio and Landbot.io
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 Landbot.io will be your first step. To do this, click "Choose an app," find Bexio or Landbot.io, 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 Landbot.io Node
Next, click the plus (+) icon on the Bexio node, select Landbot.io from the list of available apps, and choose the action you need from the list of nodes within Landbot.io.
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Authenticate Landbot.io
Now, click the Landbot.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Landbot.io settings. Authentication allows you to use Landbot.io through Latenode.
Configure the Bexio and Landbot.io 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 Landbot.io 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, Landbot.io, 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 Landbot.io integration works as expected. Depending on your setup, data should flow between Bexio and Landbot.io (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 Landbot.io
Landbot.io + Bexio + Slack: When a new event is triggered in Landbot.io (e.g., a lead qualifies), a new contact is created in Bexio, and a notification is sent to a Slack channel to alert the sales team.
Landbot.io + Bexio + Google Sheets: Capture survey responses in Landbot.io. For each response, create a contact entry in Bexio and log the response data into a new row in Google Sheets.
Bexio and Landbot.io 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 Landbot.io
Use Landbot.io in Latenode to build no-code chatbots, then connect them to your wider automation. Capture leads, qualify prospects, or provide instant support and trigger follow-up actions directly in your CRM, databases, or marketing tools. Latenode handles complex logic, scaling, and integrations without per-step fees.
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See how Latenode works
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FAQ Bexio and Landbot.io
How can I connect my Bexio account to Landbot.io using Latenode?
To connect your Bexio account to Landbot.io 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 Landbot.io accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead nurturing using Bexio and Landbot.io?
Yes, you can! Latenode allows you to automatically update Bexio contacts based on Landbot.io chat interactions, ensuring seamless lead management and personalized follow-ups for better conversion.
What types of tasks can I perform by integrating Bexio with Landbot.io?
Integrating Bexio with Landbot.io allows you to perform various tasks, including:
- Automatically creating new Bexio contacts from Landbot.io chatbot submissions.
- Updating existing Bexio contact details based on Landbot.io conversation data.
- Triggering personalized email sequences in Landbot.io based on Bexio data changes.
- Sending Bexio invoice reminders via Landbot.io chatbots.
- Segmenting leads in Landbot.io based on their Bexio customer status.
How secure is my Bexio data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Bexio and Landbot.io data during integration processes.
Are there any limitations to the Bexio and Landbot.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of Bexio and Landbot.io.
- Complex data transformations might require custom JavaScript code.
- Historical data migration between Bexio and Landbot.io is not supported by default.
