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How to connect Bexio and Lark
Create a New Scenario to Connect Bexio and Lark
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 Lark will be your first step. To do this, click "Choose an app," find Bexio or Lark, 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 Lark Node
Next, click the plus (+) icon on the Bexio node, select Lark from the list of available apps, and choose the action you need from the list of nodes within Lark.
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Lark
Authenticate Lark
Now, click the Lark node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lark settings. Authentication allows you to use Lark through Latenode.
Configure the Bexio and Lark 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 Lark 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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Lark
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Lark, 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 Lark integration works as expected. Depending on your setup, data should flow between Bexio and Lark (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 Lark
Bexio + Google Sheets + Lark: When a new sales invoice is created in Bexio, the details are added to a Google Sheet for summary and tracking. A message is then sent to a Lark group chat to notify the team about the new invoice.
Bexio + Lark + Slack: When a new sales invoice is created in Bexio, find the contact via Bexio, send a payment reminder via Lark, and get notified on Slack about the newly created invoice.
Bexio and Lark 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 Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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See how Latenode works
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FAQ Bexio and Lark
How can I connect my Bexio account to Lark using Latenode?
To connect your Bexio account to Lark 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 Lark accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Bexio invoice details to Lark?
Yes, you can! Latenode allows you to automatically send Bexio invoice details to Lark channels using a visual workflow, ensuring your team stays informed without manual updates.
What types of tasks can I perform by integrating Bexio with Lark?
Integrating Bexio with Lark allows you to perform various tasks, including:
- Send new Bexio invoice notifications to a dedicated Lark channel.
- Create Lark tasks from new Bexio contacts.
- Post daily sales summaries from Bexio in Lark.
- Update Bexio contact information from Lark messages.
- Archive Bexio invoices automatically to Lark's document storage.
How secure is my Bexio data when using Latenode integration?
Latenode employs robust security measures, including encryption and secure authentication, to ensure your Bexio data remains protected throughout the integration process.
Are there any limitations to the Bexio and Lark integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization might depend on the API rate limits of Bexio and Lark.
- Complex data transformations may require custom JavaScript code.
- File size limits apply when transferring attachments between Bexio and Lark.
