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How to connect Bexio and Streamtime
Create a New Scenario to Connect Bexio and Streamtime
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 Streamtime will be your first step. To do this, click "Choose an app," find Bexio or Streamtime, 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 Streamtime Node
Next, click the plus (+) icon on the Bexio node, select Streamtime from the list of available apps, and choose the action you need from the list of nodes within Streamtime.
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Authenticate Streamtime
Now, click the Streamtime node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streamtime settings. Authentication allows you to use Streamtime through Latenode.
Configure the Bexio and Streamtime 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 Streamtime 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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Streamtime
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Bexio, Streamtime, 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 Streamtime integration works as expected. Depending on your setup, data should flow between Bexio and Streamtime (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 Streamtime
Streamtime + Slack + Bexio: When a new job (project) is created in Streamtime, a dedicated channel is created in Slack. Then, a corresponding project is created in Bexio to track finances.
Streamtime + Bexio + Google Sheets: When a job is completed in Streamtime, the invoice status in Bexio is updated. Additionally, the job completion data and invoice status are logged into a Google Sheet for reporting.
Bexio and Streamtime 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 Streamtime
Streamtime project management inside Latenode: automate tasks like invoice creation based on project status, or sync time entries with accounting. Connect Streamtime to other apps via Latenode's visual editor and AI tools. Customize further with JavaScript for complex workflows. Manage projects and data automatically.
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See how Latenode works
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FAQ Bexio and Streamtime
How can I connect my Bexio account to Streamtime using Latenode?
To connect your Bexio account to Streamtime 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 Streamtime accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation based on project completion?
Yes, you can! Latenode's visual editor simplifies automating Bexio invoice creation upon Streamtime project completion, saving time and reducing manual errors with advanced logic.
What types of tasks can I perform by integrating Bexio with Streamtime?
Integrating Bexio with Streamtime allows you to perform various tasks, including:
- Automatically create Bexio invoices when a project reaches "Completed" in Streamtime.
- Sync project budget data from Streamtime to Bexio for real-time financial overview.
- Update client information in Bexio whenever a new client is added in Streamtime.
- Trigger Streamtime tasks upon payment of Bexio invoices to manage project workflow.
- Send notifications about overdue invoices from Bexio directly within Streamtime projects.
Can I use custom JavaScript to transform data between Bexio and Streamtime?
Yes! Latenode allows you to use JavaScript code blocks for advanced data transformations, creating highly customized integrations with complex logic.
Are there any limitations to the Bexio and Streamtime integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization may be subject to API rate limits of both apps.
- Complex data transformations might require some familiarity with JavaScript coding.
- Custom field mapping requires careful setup to ensure data accuracy.
