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How to connect Bexio and Motion
Create a New Scenario to Connect Bexio and Motion
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 Motion will be your first step. To do this, click "Choose an app," find Bexio or Motion, 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 Motion Node
Next, click the plus (+) icon on the Bexio node, select Motion from the list of available apps, and choose the action you need from the list of nodes within Motion.
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Authenticate Motion
Now, click the Motion node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Motion settings. Authentication allows you to use Motion through Latenode.
Configure the Bexio and Motion 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 Motion 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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Motion
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Trigger on Webhook
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Bexio
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Save and Activate the Scenario
After configuring Bexio, Motion, 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 Motion integration works as expected. Depending on your setup, data should flow between Bexio and Motion (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 Motion
Bexio + Slack + Motion: When a new sales invoice is created in Bexio, a notification is sent to a Slack channel. A corresponding task is then created in Motion to track project progress.
Motion + Bexio + Google Calendar: When a task is updated in Motion (e.g., marked complete), an invoice is created in Bexio for the associated project, and a payment reminder is scheduled in Google Calendar.
Bexio and Motion 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 Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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See how Latenode works
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FAQ Bexio and Motion
How can I connect my Bexio account to Motion using Latenode?
To connect your Bexio account to Motion 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 Motion accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Motion tasks from new Bexio invoices?
Yes, Latenode allows creating Motion tasks from new Bexio invoices. Automate task creation, saving time & ensuring efficient project management. Leverage no-code or JavaScript for advanced logic.
What types of tasks can I perform by integrating Bexio with Motion?
Integrating Bexio with Motion allows you to perform various tasks, including:
- Create Motion projects when a new customer is added in Bexio.
- Update Motion task status based on invoice payment status in Bexio.
- Generate Bexio invoices from completed Motion project time tracking.
- Sync contact information between Bexio and Motion automatically.
- Send Slack notifications for new Bexio invoices via Motion task triggers.
HowsecureistheBexiointegrationonLatenode?
Latenode uses secure authentication protocols for Bexio, ensuring your data is protected. We employ encryption and regular security audits for all integrations.
Are there any limitations to the Bexio and Motion integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Bexio and Motion might require manual setup.
- Complex Bexio invoice structures may need custom JavaScript for full Motion integration.
- Real-time sync depends on the API rate limits of Bexio and Motion.
