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How to connect Bexio and Tamtam
Create a New Scenario to Connect Bexio and Tamtam
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 Tamtam will be your first step. To do this, click "Choose an app," find Bexio or Tamtam, 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 Tamtam Node
Next, click the plus (+) icon on the Bexio node, select Tamtam from the list of available apps, and choose the action you need from the list of nodes within Tamtam.
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Authenticate Tamtam
Now, click the Tamtam node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tamtam settings. Authentication allows you to use Tamtam through Latenode.
Configure the Bexio and Tamtam 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 Tamtam 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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Save and Activate the Scenario
After configuring Bexio, Tamtam, 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 Tamtam integration works as expected. Depending on your setup, data should flow between Bexio and Tamtam (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 Tamtam
Bexio + Tamtam + Slack: When a new sales invoice is created in Bexio, a reminder is sent via Tamtam. A notification is then sent to a designated Slack channel.
Tamtam + Bexio + Google Sheets: When a new support request is received on Tamtam, the resolution details are logged into a Google Sheet, and the contact information is updated or created in Bexio.
Bexio and Tamtam 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 Tamtam
Use Tamtam in Latenode to automate messaging tasks. Send alerts, notifications, or updates based on triggers from other apps. Build workflows to distribute information automatically. Tamtam integration in Latenode avoids manual message sending, saving time. Plus, customize messaging flows with JS or AI for targeted and personalized comms.
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FAQ Bexio and Tamtam
How can I connect my Bexio account to Tamtam using Latenode?
To connect your Bexio account to Tamtam 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 Tamtam accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Bexio invoice reminders via Tamtam?
Yes, you can! With Latenode, automate Bexio invoice reminders as Tamtam messages. Use no-code blocks for simple setups or JavaScript for advanced logic, ensuring timely payments and improved cash flow.
What types of tasks can I perform by integrating Bexio with Tamtam?
Integrating Bexio with Tamtam allows you to perform various tasks, including:
- Send Tamtam notifications for new Bexio contacts.
- Create Bexio invoices when a specific Tamtam command is received.
- Post daily sales summaries from Bexio to a Tamtam channel.
- Update Bexio contact information based on Tamtam profile updates.
- Trigger a Tamtam message when a Bexio invoice becomes overdue.
Can I use JavaScript code to transform Bexio data before sending it to Tamtam?
Yes! Latenode allows custom JavaScript functions to transform Bexio data before sending it to Tamtam, providing powerful flexibility and control.
Are there any limitations to the Bexio and Tamtam integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on the API rate limits of both apps.
- Initial setup requires familiarity with Bexio and Tamtam APIs.
