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How to connect Bexio and Moco
Create a New Scenario to Connect Bexio and Moco
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 Moco will be your first step. To do this, click "Choose an app," find Bexio or Moco, 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 Moco Node
Next, click the plus (+) icon on the Bexio node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
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Authenticate Moco
Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.
Configure the Bexio and Moco 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 Moco 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, Moco, 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 Moco integration works as expected. Depending on your setup, data should flow between Bexio and Moco (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 Moco
Bexio + Moco + Slack: When a new project is created in Bexio, a corresponding project is automatically created in Moco. A notification is then sent to a designated Slack channel to inform the project team.
Moco + Google Sheets + Bexio: This automation tracks Moco time entries by adding them to a Google Sheet. The data in the Google Sheet is then used to update or create invoices in Bexio for consolidated financial reporting.
Bexio and Moco 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 Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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FAQ Bexio and Moco
How can I connect my Bexio account to Moco using Latenode?
To connect your Bexio account to Moco 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 Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update project hours from Moco to Bexio?
Yes, you can! Latenode allows you to automate updates, ensuring seamless data transfer. This reduces manual entry and eliminates errors, giving you more time to focus on core tasks.
What types of tasks can I perform by integrating Bexio with Moco?
Integrating Bexio with Moco allows you to perform various tasks, including:
- Automatically create Bexio invoices from completed Moco projects.
- Synchronize customer data between Bexio and Moco in real time.
- Trigger Moco project creation when a new Bexio contact is added.
- Log Moco time entries as expenses in Bexio for accurate accounting.
- Generate reports combining project hours and financial data.
Can I use JavaScript to transform data between Bexio and Moco?
Yes! Latenode enables custom data transformations with JavaScript. Tailor data to fit your specific needs between Bexio and Moco effortlessly.
Are there any limitations to the Bexio and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Bexio and Moco.
- Initial setup requires understanding of both Bexio and Moco data structures.
