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How to connect Bexio and Teachable
Create a New Scenario to Connect Bexio and Teachable
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 Teachable will be your first step. To do this, click "Choose an app," find Bexio or Teachable, 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 Teachable Node
Next, click the plus (+) icon on the Bexio node, select Teachable from the list of available apps, and choose the action you need from the list of nodes within Teachable.
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Authenticate Teachable
Now, click the Teachable node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Teachable settings. Authentication allows you to use Teachable through Latenode.
Configure the Bexio and Teachable 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 Teachable 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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Teachable
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Teachable, 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 Teachable integration works as expected. Depending on your setup, data should flow between Bexio and Teachable (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 Teachable
Teachable + Slack + Bexio: When a new user enrolls in a Teachable course, a congratulatory message is sent to them via Slack, and their contact information is updated in Bexio.
Teachable + Bexio + Mailchimp: When a new student enrolls in a Teachable course, their contact information is added to Bexio for invoicing purposes, and they are subscribed to a Mailchimp list for course updates.
Bexio and Teachable 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 Teachable
Automate Teachable course management in Latenode. Enroll students, track progress, and send targeted communications based on course activity. Integrate with CRMs or marketing platforms for personalized learning paths. Use Latenode’s visual editor and flexible nodes for streamlined student lifecycle automation.
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FAQ Bexio and Teachable
How can I connect my Bexio account to Teachable using Latenode?
To connect your Bexio account to Teachable 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 Teachable accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio contacts from Teachable enrollments?
Yes, you can! Latenode allows real-time synchronization, ensuring your Bexio contacts are always up-to-date with Teachable enrollments, saving manual data entry time.
What types of tasks can I perform by integrating Bexio with Teachable?
Integrating Bexio with Teachable allows you to perform various tasks, including:
- Create Bexio contacts from new Teachable student enrollments.
- Update contact information in Bexio based on Teachable profile changes.
- Trigger invoices in Bexio upon successful course purchase in Teachable.
- Send welcome emails via Bexio when students enroll in Teachable courses.
- Generate financial reports in Bexio based on Teachable sales data.
How does Latenode handle Bexio API rate limits efficiently?
Latenode intelligently manages API calls, using queues and error handling to prevent rate limit issues and ensure reliable data transfer.
Are there any limitations to the Bexio and Teachable integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Bexio might require custom JavaScript transformations.
- Real-time synchronization depends on the API availability of both Bexio and Teachable.
- Historical data migration may require additional setup and processing time.
