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How to connect Bexio and Moosend
Create a New Scenario to Connect Bexio and Moosend
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 Moosend will be your first step. To do this, click "Choose an app," find Bexio or Moosend, 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 Moosend Node
Next, click the plus (+) icon on the Bexio node, select Moosend from the list of available apps, and choose the action you need from the list of nodes within Moosend.
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Authenticate Moosend
Now, click the Moosend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moosend settings. Authentication allows you to use Moosend through Latenode.
Configure the Bexio and Moosend 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 Moosend 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, Moosend, 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 Moosend integration works as expected. Depending on your setup, data should flow between Bexio and Moosend (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 Moosend
Bexio + Moosend + Calendly: When a new contact is created in Bexio, they are added as a subscriber to a Moosend list. An email is sent with a Calendly link to schedule a meeting.
Moosend + Bexio + WooCommerce: When a subscriber is updated in Moosend, their contact details are updated in Bexio, and a coupon is created in WooCommerce.
Bexio and Moosend 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 Moosend
Use Moosend in Latenode to automate email marketing based on real-time data. Trigger campaigns from any app, personalize content with AI, and track results directly in your workflows. Latenode lets you connect Moosend to any data source, adding custom logic and scaling without code.
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See how Latenode works
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FAQ Bexio and Moosend
How can I connect my Bexio account to Moosend using Latenode?
To connect your Bexio account to Moosend 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 Moosend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Bexio contacts to Moosend lists?
Yes, you can! Latenode allows you to automatically sync new Bexio contacts to Moosend, ensuring your email lists are always up-to-date. Automate your marketing effortlessly.
What types of tasks can I perform by integrating Bexio with Moosend?
Integrating Bexio with Moosend allows you to perform various tasks, including:
- Add new Bexio contacts as subscribers in Moosend.
- Update Moosend subscriber details based on Bexio contact changes.
- Trigger Moosend email campaigns when a new invoice is created in Bexio.
- Segment Moosend lists based on Bexio customer purchase history.
- Send personalized welcome emails via Moosend to new Bexio customers.
How secure is my Bexio data on Latenode?
Latenode employs robust security measures, including encryption and access controls, to safeguard your Bexio and Moosend data during integration and workflow execution.
Are there any limitations to the Bexio and Moosend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on API availability and rate limits of both Bexio and Moosend.
- Historical data migration might require custom workflow design.
