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How to connect Bexio and Nimble
Create a New Scenario to Connect Bexio and Nimble
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 Nimble will be your first step. To do this, click "Choose an app," find Bexio or Nimble, 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 Nimble Node
Next, click the plus (+) icon on the Bexio node, select Nimble from the list of available apps, and choose the action you need from the list of nodes within Nimble.
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Authenticate Nimble
Now, click the Nimble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Nimble settings. Authentication allows you to use Nimble through Latenode.
Configure the Bexio and Nimble 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 Nimble 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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Webhook response
Save and Activate the Scenario
After configuring Bexio, Nimble, 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 Nimble integration works as expected. Depending on your setup, data should flow between Bexio and Nimble (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 Nimble
Bexio + Nimble + Slack: When a new sales invoice is created in Bexio, the automation finds the corresponding contact in Nimble and updates it. A Slack notification is then sent to a specified channel with details about the new invoice and updated contact.
Nimble + Bexio + Google Sheets: When a new contact is created in Nimble, the automation searches for the contact in Bexio. The contact details from Nimble, along with any matching Bexio information, are then logged into a Google Sheet.
Bexio and Nimble 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 Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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See how Latenode works
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FAQ Bexio and Nimble
How can I connect my Bexio account to Nimble using Latenode?
To connect your Bexio account to Nimble 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 Nimble accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Nimble contacts from new Bexio invoices?
Yes, you can! Latenode's visual editor makes it easy to create workflows that sync new Bexio invoice data to Nimble, keeping your contact information current and saving manual entry time.
What types of tasks can I perform by integrating Bexio with Nimble?
Integrating Bexio with Nimble allows you to perform various tasks, including:
- Create a Nimble contact when a new contact is created in Bexio.
- Update a Nimble contact when their details change in Bexio.
- Create a Bexio invoice when a deal closes in Nimble.
- Log Nimble activities related to Bexio invoices.
- Trigger custom notifications based on Bexio invoice status in Nimble.
Can I use JavaScript code to transform data between Bexio and Nimble?
Yes, Latenode supports JavaScript code blocks, allowing complex data transformations between Bexio and Nimble that standard integrations cannot handle.
Are there any limitations to the Bexio and Nimble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data mappings may require JavaScript knowledge.
- Real-time synchronization depends on API availability of both apps.
- Large data volumes can impact workflow execution time.
