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Automatically visualize Bexio financial data on Miro boards for collaborative reporting. Latenode’s visual editor simplifies the automation, while affordable execution-based pricing keeps your financial insights scalable.
Connect Bexio and Miro in minutes with Latenode.
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Create a New Scenario to Connect Bexio and Miro
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 Miro will be your first step. To do this, click "Choose an app," find Bexio or Miro, 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.
Bexio
Add the Miro Node
Next, click the plus (+) icon on the Bexio node, select Miro from the list of available apps, and choose the action you need from the list of nodes within Miro.
Bexio
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Miro
Authenticate Miro
Now, click the Miro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Miro settings. Authentication allows you to use Miro through Latenode.
Configure the Bexio and Miro 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 Miro Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Miro
Trigger on Webhook
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Bexio
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bexio, Miro, 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 Miro integration works as expected. Depending on your setup, data should flow between Bexio and Miro (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bexio + Miro + Slack: When a new project is created in Bexio, a new Miro board is automatically created using the 'Create Board' action. After the board creation, a Slack message is sent to a specified channel notifying the project team about the new board.
Miro + Bexio + Google Sheets: When a new item is created or updated on a Miro board, a new project is created in Bexio, and a row is added to a Google Sheet to log the event. This helps track Miro board updates and associate them with Bexio projects.
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 Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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How can I connect my Bexio account to Miro using Latenode?
To connect your Bexio account to Miro on Latenode, follow these steps:
Can I automatically update Miro boards from new Bexio invoices?
Yes, you can! Latenode lets you trigger Miro board updates from Bexio invoices. This keeps project visualizations current, enhancing team collaboration and project tracking.
What types of tasks can I perform by integrating Bexio with Miro?
Integrating Bexio with Miro allows you to perform various tasks, including:
Can I trigger Bexio actions based on Miro board updates?
Yes! Latenode allows you to trigger Bexio tasks directly from Miro, opening doors for project budget tracking and resource allocation automation.
Are there any limitations to the Bexio and Miro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: