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How to connect Bexio and Trainerize
Create a New Scenario to Connect Bexio and Trainerize
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 Trainerize will be your first step. To do this, click "Choose an app," find Bexio or Trainerize, 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 Trainerize Node
Next, click the plus (+) icon on the Bexio node, select Trainerize from the list of available apps, and choose the action you need from the list of nodes within Trainerize.
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Authenticate Trainerize
Now, click the Trainerize node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Trainerize settings. Authentication allows you to use Trainerize through Latenode.
Configure the Bexio and Trainerize 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 Trainerize 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, Trainerize, 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 Trainerize integration works as expected. Depending on your setup, data should flow between Bexio and Trainerize (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 Trainerize
Bexio + Slack + Trainerize: When a new contact is created in Bexio, a notification is sent to a trainer in Slack. The trainer can then create a training program for the new client in Trainerize.
Trainerize + Bexio + Google Sheets: When a client's status changes in Trainerize, their invoice status is updated in Bexio. Additionally, the client's workout data is logged in Google Sheets.
Bexio and Trainerize 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 Trainerize
Automate fitness client management with Trainerize in Latenode. Trigger workflows on training completion, nutrition updates, or new client sign-ups. Send data to CRMs, billing systems, or communication tools. Latenode provides flexible tools like webhooks and custom JavaScript for deep Trainerize integration, streamlining tasks beyond basic automation.
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See how Latenode works
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FAQ Bexio and Trainerize
How can I connect my Bexio account to Trainerize using Latenode?
To connect your Bexio account to Trainerize 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 Trainerize accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices for new Trainerize clients?
Yes! Latenode lets you automate invoice creation in Bexio whenever a new client is added in Trainerize, saving time and ensuring accurate billing using our no-code visual editor.
What types of tasks can I perform by integrating Bexio with Trainerize?
Integrating Bexio with Trainerize allows you to perform various tasks, including:
- Create Bexio invoices upon new client subscriptions in Trainerize.
- Update client contact information in Bexio from Trainerize profiles.
- Track training package sales from Trainerize in Bexio for reporting.
- Send payment reminders from Bexio based on Trainerize training schedules.
- Automatically generate financial reports in Bexio based on Trainerize data.
How secure is my Bexio data when using Latenode?
Latenode uses secure authentication and encryption to protect your data during the Bexio integration process. We ensure secure data transmission.
Are there any limitations to the Bexio and Trainerize integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of both apps.
- Complex data transformations may require intermediate JavaScript steps.
- Historical data migration is not directly supported via this integration.
