How to connect Bexio and OpenAI Responses
Create a New Scenario to Connect Bexio and OpenAI Responses
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 OpenAI Responses will be your first step. To do this, click "Choose an app," find Bexio or OpenAI Responses, 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.


Bexio

Add the OpenAI Responses Node
Next, click the plus (+) icon on the Bexio node, select OpenAI Responses from the list of available apps, and choose the action you need from the list of nodes within OpenAI Responses.


Bexio
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OpenAI Responses

Authenticate OpenAI Responses
Now, click the OpenAI Responses node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenAI Responses settings. Authentication allows you to use OpenAI Responses through Latenode.
Configure the Bexio and OpenAI Responses 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 OpenAI Responses 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.

JavaScript
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AI Anthropic Claude 3
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OpenAI Responses
Trigger on Webhook
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Bexio
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Bexio, OpenAI Responses, 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 OpenAI Responses integration works as expected. Depending on your setup, data should flow between Bexio and OpenAI Responses (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 OpenAI Responses
Bexio + OpenAI Responses + Slack: When a new order is placed in Bexio, the details are sent to OpenAI to generate a summary of the customer feedback related to that order (if available in the order notes). The summary is then posted to a designated Slack channel for the team to review and discuss.
OpenAI Responses + Bexio + Google Sheets: When a response is sent and received via OpenAI, the interaction is analyzed for sentiment. The sentiment score and interaction details are then logged to a Google Sheet. Based on the sentiment, the client's data in Bexio is updated with a note about the interaction.
Bexio and OpenAI Responses 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 OpenAI Responses
Need AI-powered text generation? Use OpenAI Responses in Latenode to automate content creation, sentiment analysis, and data enrichment directly within your workflows. Streamline tasks like generating product descriptions or classifying customer feedback. Latenode lets you chain AI tasks with other services, adding logic and routing based on results – all without code.
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See how Latenode works
FAQ Bexio and OpenAI Responses
How can I connect my Bexio account to OpenAI Responses using Latenode?
To connect your Bexio account to OpenAI Responses 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 OpenAI Responses accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update customer data in Bexio based on OpenAI feedback?
Yes, you can! Latenode allows you to trigger Bexio updates using AI insights. This keeps your customer data current and relevant, improving sales and support efficiency.
What types of tasks can I perform by integrating Bexio with OpenAI Responses?
Integrating Bexio with OpenAI Responses allows you to perform various tasks, including:
- Summarizing customer feedback and logging sentiment in Bexio contacts.
- Generating personalized email responses based on Bexio contact data.
- Automatically creating Bexio tasks from OpenAI Responses analysis.
- Updating Bexio deals based on customer sentiment analysis.
- Creating custom reports in Bexio using OpenAI-processed feedback.
Can I use JavaScript to customize the Bexio OpenAI Responses integration?
Yes! Latenode supports custom JavaScript, allowing advanced data manipulation and bespoke logic beyond standard no-code blocks.
Are there any limitations to the Bexio and OpenAI Responses integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Bexio and OpenAI Responses may affect high-volume workflows.
- Complex data transformations might require advanced JavaScript knowledge.
- Custom OpenAI models require separate configuration outside of Latenode.