.svg){kind=icon}
How to connect Bexio and NoCRM
Create a New Scenario to Connect Bexio and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Bexio or NoCRM, 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.
+
1
Bexio
Add the NoCRM Node
Next, click the plus (+) icon on the Bexio node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
1
Bexio
⚙
+
2
NoCRM
Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Bexio and NoCRM 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 NoCRM 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
NoCRM
1
Trigger on Webhook
⚙
2
Bexio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Bexio, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Bexio and NoCRM (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 NoCRM
NoCRM + Bexio + Slack: When a lead's status is changed to 'Won' in NoCRM, the automation creates a new contact in Bexio with the lead's information, then sends a congratulatory message in Slack to a specified channel.
NoCRM + Bexio + Google Sheets: When a new lead is created in NoCRM, a new contact is automatically created in Bexio using the lead's details. Afterwards, a new row is added to a Google Sheet to log the newly created lead.
Bexio and NoCRM 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.
Similar apps
Related categories
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
Related categories
See how Latenode works
.svg)
.png)
FAQ Bexio and NoCRM
How can I connect my Bexio account to NoCRM using Latenode?
To connect your Bexio account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update customer data between Bexio and NoCRM?
Yes, you can! Latenode enables real-time data synchronization, ensuring your customer information is always up-to-date in both Bexio and NoCRM, saving time and improving accuracy.
What types of tasks can I perform by integrating Bexio with NoCRM?
Integrating Bexio with NoCRM allows you to perform various tasks, including:
- Create new NoCRM leads when a new contact is added in Bexio.
- Update Bexio invoices when a deal closes in NoCRM.
- Sync contact information between Bexio and NoCRM automatically.
- Generate Bexio quotes from won opportunities in NoCRM.
- Send notifications on Slack when a deal reaches a certain stage.
Can I trigger Bexio actions based on NoCRM deal status changes?
Yes, with Latenode you can! Trigger Bexio invoice creation or contact updates whenever a deal changes status in NoCRM, automating key processes.
Are there any limitations to the Bexio and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time sync depends on the API rate limits of both Bexio and NoCRM.
- Certain advanced Bexio or NoCRM features might not be directly supported.
