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How to connect Bexio and OCR Space
Create a New Scenario to Connect Bexio and OCR Space
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 OCR Space will be your first step. To do this, click "Choose an app," find Bexio or OCR Space, 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 OCR Space Node
Next, click the plus (+) icon on the Bexio node, select OCR Space from the list of available apps, and choose the action you need from the list of nodes within OCR Space.
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Authenticate OCR Space
Now, click the OCR Space node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OCR Space settings. Authentication allows you to use OCR Space through Latenode.
Configure the Bexio and OCR Space 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 OCR Space 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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OCR Space
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, OCR Space, 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 OCR Space integration works as expected. Depending on your setup, data should flow between Bexio and OCR Space (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 OCR Space
Bexio + Google Drive + OCR Space: When a new sales invoice is created in Bexio, download the invoice, convert it to text using OCR Space, and then upload the text file to a specific folder in Google Drive for archiving.
Bexio + OCR Space + Slack: When a new sales invoice is created in Bexio, the invoice is processed through OCR Space to extract payment information. If the invoice is unpaid, a payment reminder message is sent to a designated Slack channel.
Bexio and OCR Space 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 OCR Space
Need to extract text from images or PDFs? Use OCR Space in Latenode to automatically process documents and integrate the data into your workflows. Automate invoice processing, data entry, or compliance checks. Latenode adds flexible logic, file parsing, and destinations to your OCR results, scaling beyond single-document processing.
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See how Latenode works
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FAQ Bexio and OCR Space
How can I connect my Bexio account to OCR Space using Latenode?
To connect your Bexio account to OCR Space 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 OCR Space accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice data extraction into Bexio?
Yes, with Latenode! Automate invoice processing by extracting data from OCR Space and seamlessly updating your Bexio records. Benefit from custom logic and AI-powered enhancements for accuracy.
What types of tasks can I perform by integrating Bexio with OCR Space?
Integrating Bexio with OCR Space allows you to perform various tasks, including:
- Automatically extracting data from scanned receipts into Bexio.
- Updating Bexio customer details based on information from scanned documents.
- Creating new Bexio invoices from OCR Space text recognition results.
- Validating data extracted from OCR Space against existing Bexio records.
- Generating reports in Bexio based on processed document data.
How can I use custom JavaScript with Bexio on Latenode?
Latenode lets you add JavaScript code to your Bexio workflows. Transform data, handle complex logic, and extend the integration capabilities beyond standard features.
Are there any limitations to the Bexio and OCR Space integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- OCR Space has usage limits based on your subscription plan.
- Complex document layouts may require fine-tuning of OCR Space settings.
- Bexio API rate limits might affect the speed of data processing.
