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How to connect Bexio and TickTick
Create a New Scenario to Connect Bexio and TickTick
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 TickTick will be your first step. To do this, click "Choose an app," find Bexio or TickTick, 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 TickTick Node
Next, click the plus (+) icon on the Bexio node, select TickTick from the list of available apps, and choose the action you need from the list of nodes within TickTick.
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Authenticate TickTick
Now, click the TickTick node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your TickTick settings. Authentication allows you to use TickTick through Latenode.
Configure the Bexio and TickTick 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 TickTick 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, TickTick, 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 TickTick integration works as expected. Depending on your setup, data should flow between Bexio and TickTick (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 TickTick
Bexio + TickTick + Slack: When a new sales invoice is created in Bexio, a task is created in TickTick to follow up on the invoice. A notification is then sent to the finance team in Slack.
TickTick + Bexio + Google Calendar: When a task is completed in TickTick, the client's project status is updated in Bexio, and a follow-up meeting is scheduled in Google Calendar.
Bexio and TickTick 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 TickTick
Use TickTick within Latenode to automate task creation from various triggers like new form submissions or database entries. Keep projects on track by automatically generating tasks and subtasks, assigning due dates, and sending reminders. Integrate TickTick with other apps for a streamlined workflow—avoid manual task management and improve team productivity.
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FAQ Bexio and TickTick
How can I connect my Bexio account to TickTick using Latenode?
To connect your Bexio account to TickTick 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 TickTick accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create TickTick tasks from new Bexio invoices?
Yes, you can! Latenode enables real-time task creation. Automatically generate tasks for invoice follow-ups, boosting productivity and ensuring timely payments with a seamless workflow.
What types of tasks can I perform by integrating Bexio with TickTick?
Integrating Bexio with TickTick allows you to perform various tasks, including:
- Create TickTick tasks for new Bexio contacts.
- Update TickTick tasks when Bexio invoice status changes.
- Generate Bexio invoices from completed TickTick tasks.
- Sync due dates between Bexio invoices and TickTick tasks.
- Send reminders from TickTick for overdue Bexio payments.
How secure is my Bexio data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, ensuring your Bexio data remains secure throughout the integration process.
Are there any limitations to the Bexio and TickTick integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bexio custom fields might require custom JavaScript handling.
- Real-time synchronization depends on Bexio and TickTick API availability.
- Large data volumes may impact processing speed without optimization.
