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How to connect Bexio and Livestorm
Create a New Scenario to Connect Bexio and Livestorm
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 Livestorm will be your first step. To do this, click "Choose an app," find Bexio or Livestorm, 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 Livestorm Node
Next, click the plus (+) icon on the Bexio node, select Livestorm from the list of available apps, and choose the action you need from the list of nodes within Livestorm.
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Authenticate Livestorm
Now, click the Livestorm node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Livestorm settings. Authentication allows you to use Livestorm through Latenode.
Configure the Bexio and Livestorm 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 Livestorm 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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Livestorm
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Livestorm, 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 Livestorm integration works as expected. Depending on your setup, data should flow between Bexio and Livestorm (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 Livestorm
Bexio + Slack + Livestorm: When a new customer (contact) is created in Bexio, a notification is sent to a designated Slack channel. This notification prompts the sales team to schedule a demo via Livestorm by providing a direct link to Livestorm session creation.
Livestorm + Google Sheets + Bexio: Automatically record Livestorm attendance data in a Google Sheet. After the Livestorm session ends, this data is used to update customer records in Bexio with attendance information.
Bexio and Livestorm 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 Livestorm
Use Livestorm in Latenode to automate webinar tasks. Register attendees, send follow-up emails, and track engagement automatically. Integrate Livestorm data with your CRM and marketing tools for a seamless workflow. Latenode's visual editor simplifies the process, replacing manual work with a scalable, no-code solution.
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See how Latenode works
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FAQ Bexio and Livestorm
How can I connect my Bexio account to Livestorm using Latenode?
To connect your Bexio account to Livestorm 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 Livestorm accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio contacts from Livestorm registrants?
Yes, you can! Latenode enables seamless contact synchronization, automatically adding Livestorm registrants to Bexio. No-code automation saves time and ensures accurate data.
What types of tasks can I perform by integrating Bexio with Livestorm?
Integrating Bexio with Livestorm allows you to perform various tasks, including:
- Automatically updating contact information in Bexio after Livestorm event.
- Creating Bexio invoices for Livestorm webinar attendees.
- Sending personalized thank-you emails via Livestorm after a Bexio transaction.
- Triggering Livestorm events based on changes in Bexio data.
- Generating reports combining sales data from Bexio and engagement from Livestorm.
How does Latenode handle Bexio API rate limits effectively?
Latenode intelligently manages API calls, queuing and pacing requests to prevent rate limiting and ensure reliable data flow between Bexio and other apps.
Are there any limitations to the Bexio and Livestorm integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bexio data structures might require custom JavaScript for advanced transformations.
- Real-time synchronization depends on the API capabilities of both Bexio and Livestorm.
- Historical data migration between Bexio and Livestorm may need manual setup.
