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How to connect Bexio and LiveChat
Create a New Scenario to Connect Bexio and LiveChat
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 LiveChat will be your first step. To do this, click "Choose an app," find Bexio or LiveChat, 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 LiveChat Node
Next, click the plus (+) icon on the Bexio node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Bexio and LiveChat 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 LiveChat 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, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between Bexio and LiveChat (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 LiveChat
LiveChat + Bexio + Slack: When a chat is deactivated in LiveChat, a corresponding task is created in Bexio. A message is then sent to a designated Slack channel to notify the team about the new task.
LiveChat + Bexio + Google Sheets: When a new chat conversation starts in LiveChat, relevant customer data from Bexio is retrieved and logged into a Google Sheet for reporting and analysis.
Bexio and LiveChat 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 LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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FAQ Bexio and LiveChat
How can I connect my Bexio account to LiveChat using Latenode?
To connect your Bexio account to LiveChat 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 LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio contacts from LiveChat transcripts?
Yes, you can! Latenode allows you to automatically update Bexio contacts with new information gathered from LiveChat, streamlining data entry and ensuring accuracy. Use our visual editor + AI for perfect data mapping.
What types of tasks can I perform by integrating Bexio with LiveChat?
Integrating Bexio with LiveChat allows you to perform various tasks, including:
- Create new Bexio contacts from new LiveChat conversations.
- Send Bexio invoice links directly through LiveChat.
- Update Bexio contact details based on LiveChat interactions.
- Trigger LiveChat chats when a new invoice is created in Bexio.
- Log LiveChat transcripts as notes within Bexio contacts.
Can I filter Bexio contacts based on LiveChat engagement data?
Yes, filter Bexio contacts based on LiveChat engagement! Latenode lets you segment contacts using advanced logic and JavaScript, enabling targeted marketing based on chat history.
Are there any limitations to the Bexio and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical LiveChat data prior to integration is not automatically synced.
- Complex Bexio custom field types might require custom mapping logic.
- High-volume data transfers may be subject to API rate limits.
