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How to connect Bexio and tl;dv
Create a New Scenario to Connect Bexio and tl;dv
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 tl;dv will be your first step. To do this, click "Choose an app," find Bexio or tl;dv, 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 tl;dv Node
Next, click the plus (+) icon on the Bexio node, select tl;dv from the list of available apps, and choose the action you need from the list of nodes within tl;dv.
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Authenticate tl;dv
Now, click the tl;dv node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your tl;dv settings. Authentication allows you to use tl;dv through Latenode.
Configure the Bexio and tl;dv 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 tl;dv 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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tl;dv
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, tl;dv, 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 tl;dv integration works as expected. Depending on your setup, data should flow between Bexio and tl;dv (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 tl;dv
tl;dv + Bexio + Slack: When a new meeting recording is available in tl;dv, the automation searches for a related contact in Bexio. If a matching contact is found, a message is sent to a designated Slack channel with details about the meeting and the Bexio contact.
tl;dv + Bexio + Google Sheets: When a tl;dv meeting recording is processed, the automation searches for a related contact in Bexio. If found, key meeting metrics such as duration, participants, and any identified highlights are added as a new row to a specified Google Sheet.
Bexio and tl;dv 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 tl;dv
Use tl;dv with Latenode to automate meeting insights. Get summaries and timestamps, then trigger actions: update CRMs, create tasks, or send follow-ups. Stop manually processing meeting notes. Latenode adds flexible routing, data transformation, and direct integrations, turning meeting data into actionable workflows.
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FAQ Bexio and tl;dv
How can I connect my Bexio account to tl;dv using Latenode?
To connect your Bexio account to tl;dv 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 tl;dv accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track meeting outcomes in Bexio from tl;dv summaries?
Yes, you can! Latenode’s no-code interface lets you automatically log tl;dv meeting insights as Bexio notes, improving sales & project tracking efficiency.
What types of tasks can I perform by integrating Bexio with tl;dv?
Integrating Bexio with tl;dv allows you to perform various tasks, including:
- Create new Bexio contacts from tl;dv meeting attendee lists.
- Automatically update Bexio deal stages based on tl;dv meeting keywords.
- Log meeting summaries from tl;dv as notes in Bexio projects.
- Trigger Bexio invoices based on actions discussed in tl;dv meetings.
- Send tl;dv meeting highlights to Bexio contacts for review.
CanIautomaticallysendBexiodatausinginformationfromtl;dvmeetingtranscripts?
Yes. Use Latenode's AI tools to analyze tl;dv transcripts, then automatically trigger actions and data updates within your Bexio account.
Are there any limitations to the Bexio and tl;dv integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bexio data structures may require custom JavaScript for manipulation.
- tl;dv's API rate limits may impact high-volume workflows.
- Initial setup requires understanding of both Bexio and tl;dv APIs.
