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How to connect Bexio and NetHunt
Create a New Scenario to Connect Bexio and NetHunt
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 NetHunt will be your first step. To do this, click "Choose an app," find Bexio or NetHunt, 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 NetHunt Node
Next, click the plus (+) icon on the Bexio node, select NetHunt from the list of available apps, and choose the action you need from the list of nodes within NetHunt.
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Authenticate NetHunt
Now, click the NetHunt node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NetHunt settings. Authentication allows you to use NetHunt through Latenode.
Configure the Bexio and NetHunt 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 NetHunt 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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NetHunt
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, NetHunt, 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 NetHunt integration works as expected. Depending on your setup, data should flow between Bexio and NetHunt (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 NetHunt
Bexio + NetHunt + Slack: When a new sales invoice is created in Bexio, a notification is sent to a specified Slack channel to alert the sales team via Slack, with relevant information about the invoice. Details are also recorded in NetHunt as a comment on the corresponding record.
NetHunt + Mailchimp + Bexio: When a new or updated contact is created in NetHunt, the contact is automatically added to a specific segment in Mailchimp. A corresponding accounting contact is also created in Bexio to maintain synchronized records.
Bexio and NetHunt 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 NetHunt
Sync NetHunt CRM with Latenode to automate sales processes. Update deals, create tasks, or send personalized emails based on triggers. Latenode’s visual editor and flexible tools mean no-code data routing and AI-powered lead qualification — build scalable sales flows without complex scripts.
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See how Latenode works
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FAQ Bexio and NetHunt
How can I connect my Bexio account to NetHunt using Latenode?
To connect your Bexio account to NetHunt 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 NetHunt accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create deals in NetHunt from Bexio invoices?
Yes, using Latenode's visual editor, you can easily automate deal creation in NetHunt based on new invoices in Bexio. Benefit from streamlined sales pipeline management and improved efficiency.
What types of tasks can I perform by integrating Bexio with NetHunt?
Integrating Bexio with NetHunt allows you to perform various tasks, including:
- Create new NetHunt contacts from new Bexio customers automatically.
- Update NetHunt deal stages based on invoice payment status in Bexio.
- Sync product information between Bexio and NetHunt for accurate data.
- Generate Bexio invoices from won opportunities in NetHunt.
- Create NetHunt tasks when new Bexio projects are created.
Can I use custom fields from Bexio in my NetHunt workflows?
Yes, Latenode supports custom fields. You can map data from Bexio custom fields directly into NetHunt workflows for detailed automation.
Are there any limitations to the Bexio and NetHunt integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on API availability and polling intervals.
- Complex data transformations might require JavaScript knowledge.
- Large data volumes may impact performance without optimization.
