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How to connect Bexio and Memberstack
Create a New Scenario to Connect Bexio and Memberstack
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 Memberstack will be your first step. To do this, click "Choose an app," find Bexio or Memberstack, 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 Memberstack Node
Next, click the plus (+) icon on the Bexio node, select Memberstack from the list of available apps, and choose the action you need from the list of nodes within Memberstack.
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Authenticate Memberstack
Now, click the Memberstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Memberstack settings. Authentication allows you to use Memberstack through Latenode.
Configure the Bexio and Memberstack 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 Memberstack 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, Memberstack, 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 Memberstack integration works as expected. Depending on your setup, data should flow between Bexio and Memberstack (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 Memberstack
Memberstack + Bexio + Slack: When a new member signs up in Memberstack, a new contact is created in Bexio. A welcome message is then sent to the new member via Slack.
Memberstack + Bexio + Google Sheets: When a new member signs up in Memberstack, their information is used to update an existing client in Bexio. The new member's details and the update are then logged in a Google Sheet.
Bexio and Memberstack 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 Memberstack
Automate Memberstack user management with Latenode. Create workflows to onboard/offboard users based on triggers in other apps. Use webhooks to sync data, grant access, or update profiles. Connect Memberstack to CRMs, email tools, or databases for automated membership lifecycle management—all visually, without code, and at scale.
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See how Latenode works
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FAQ Bexio and Memberstack
How can I connect my Bexio account to Memberstack using Latenode?
To connect your Bexio account to Memberstack 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 Memberstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Memberstack members based on Bexio invoices?
Yes, you can! Latenode allows seamless automation. This ensures Memberstack member status aligns with Bexio invoice payments, improving access control and reducing manual admin.
What types of tasks can I perform by integrating Bexio with Memberstack?
Integrating Bexio with Memberstack allows you to perform various tasks, including:
- Automatically creating Memberstack members from new Bexio contacts.
- Updating member details in Memberstack based on Bexio contact changes.
- Revoking Memberstack access upon failed invoice payments in Bexio.
- Sending customized welcome messages via Memberstack to new Bexio customers.
- Syncing subscription data between Bexio invoices and Memberstack memberships.
How do I handle errors in my Bexio/Memberstack Latenode workflows?
Latenode offers built-in error handling. Utilize "Error" ports to route failed operations, trigger notifications, and implement retry logic for robust workflows.
Are there any limitations to the Bexio and Memberstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bexio data structures may require custom JavaScript for parsing.
- Rate limits on the Bexio API can impact high-volume data synchronization.
- Advanced Memberstack features may need custom API calls.
