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How to connect Bexio and Moxie
Create a New Scenario to Connect Bexio and Moxie
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 Moxie will be your first step. To do this, click "Choose an app," find Bexio or Moxie, 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 Moxie Node
Next, click the plus (+) icon on the Bexio node, select Moxie from the list of available apps, and choose the action you need from the list of nodes within Moxie.
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Authenticate Moxie
Now, click the Moxie node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moxie settings. Authentication allows you to use Moxie through Latenode.
Configure the Bexio and Moxie 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 Moxie 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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AI Anthropic Claude 3
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Moxie
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Trigger on Webhook
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Bexio
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Webhook response
Save and Activate the Scenario
After configuring Bexio, Moxie, 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 Moxie integration works as expected. Depending on your setup, data should flow between Bexio and Moxie (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 Moxie
Bexio + Moxie + Slack: When a new sales invoice is created in Bexio, search for a matching client in Moxie. If a client is found, send a notification to a Slack channel.
Moxie + Bexio + Google Sheets: When a client interaction is recorded in Moxie, log the data into a Google Sheet. Subsequently, create an invoice for the client in Bexio.
Bexio and Moxie 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 Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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FAQ Bexio and Moxie
How can I connect my Bexio account to Moxie using Latenode?
To connect your Bexio account to Moxie 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 Moxie accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in Bexio from Moxie deals?
Yes, you can! Latenode lets you automate Bexio invoice generation based on new deals in Moxie. This saves time and reduces manual data entry, ensuring accuracy and efficiency.
What types of tasks can I perform by integrating Bexio with Moxie?
Integrating Bexio with Moxie allows you to perform various tasks, including:
- Create Bexio contacts from new Moxie leads automatically.
- Update Moxie deal stages when a Bexio invoice is paid.
- Sync product information between Bexio and Moxie.
- Trigger Moxie notifications for overdue Bexio invoices.
- Generate detailed reports combining Bexio and Moxie data.
How can I handle errors during data transfer in Bexio?
Latenode provides robust error handling. Use try/catch blocks and notification alerts for immediate resolution.
Are there any limitations to the Bexio and Moxie integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Bexio and Moxie APIs apply.
- Historical data migration may require a separate initial setup.
