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How to connect Bexio and Userback
Create a New Scenario to Connect Bexio and Userback
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 Userback will be your first step. To do this, click "Choose an app," find Bexio or Userback, 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 Userback Node
Next, click the plus (+) icon on the Bexio node, select Userback from the list of available apps, and choose the action you need from the list of nodes within Userback.
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Authenticate Userback
Now, click the Userback node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Userback settings. Authentication allows you to use Userback through Latenode.
Configure the Bexio and Userback 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 Userback 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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Userback
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Userback, 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 Userback integration works as expected. Depending on your setup, data should flow between Bexio and Userback (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 Userback
Userback + Bexio + Slack: When new feedback is submitted via Userback, the automation finds the associated contact in Bexio (if it exists). Then, a Slack notification is sent with the Userback feedback and the Bexio contact information.
Userback + Bexio + Jira: When critical feedback is received via Userback, create a Jira ticket and associate it with the reporter's contact information found in Bexio, ensuring the Jira ticket contains customer context.
Bexio and Userback 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 Userback
Use Userback in Latenode to automate feedback loops. Collect user feedback, then trigger actions based on sentiment or keywords. Route bug reports, feature requests, and support queries directly into your workflows. Close the loop faster and with greater accuracy than standalone solutions.
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FAQ Bexio and Userback
How can I connect my Bexio account to Userback using Latenode?
To connect your Bexio account to Userback 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 Userback accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from Userback feedback?
Yes, you can! Latenode’s visual editor allows you to automate invoice creation in Bexio based on new feedback received in Userback. Enjoy streamlined billing and faster response times.
What types of tasks can I perform by integrating Bexio with Userback?
Integrating Bexio with Userback allows you to perform various tasks, including:
- Create Bexio contacts from new Userback users automatically.
- Send Userback feedback scores to Bexio for customer analysis.
- Generate Bexio invoices when Userback feedback reaches a threshold.
- Update Bexio contact details based on Userback profile changes.
- Trigger Userback surveys based on invoice payment status in Bexio.
How do I handle errors when integrating Bexio with Latenode?
Latenode provides built-in error handling. Use try/catch blocks, logging, and notifications to manage any issues with Bexio data flows.
Are there any limitations to the Bexio and Userback integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Bexio and Userback APIs may affect high-volume workflows.
- Custom fields in Bexio might require custom JavaScript for full integration.
- Complex data transformations may necessitate some coding knowledge.
