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How to connect Bexio and Vapi
Create a New Scenario to Connect Bexio and Vapi
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 Vapi will be your first step. To do this, click "Choose an app," find Bexio or Vapi, 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 Vapi Node
Next, click the plus (+) icon on the Bexio node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
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Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Bexio and Vapi 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 Vapi 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, Vapi, 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 Vapi integration works as expected. Depending on your setup, data should flow between Bexio and Vapi (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 Vapi
Bexio + Vapi + Slack: When a new sales invoice is created in Bexio, Vapi will create an outbound phone call to the customer. Upon call completion, a Slack message is sent to a designated channel summarizing the interaction.
Vapi + Bexio + Google Sheets: Every time Vapi creates an outbound phone call, the details of the call along with the corresponding Bexio customer information (found by contact ID) are logged into a Google Sheet for tracking and analysis.
Bexio and Vapi 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 Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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FAQ Bexio and Vapi
How can I connect my Bexio account to Vapi using Latenode?
To connect your Bexio account to Vapi 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 Vapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate appointment reminders using Bexio and Vapi integration?
Yes, you can! Latenode allows you to send automated SMS reminders via Vapi based on Bexio appointment data, improving customer experience and reducing no-shows.
What types of tasks can I perform by integrating Bexio with Vapi?
Integrating Bexio with Vapi allows you to perform various tasks, including:
- Automatically creating Vapi contacts from new Bexio customer entries.
- Sending SMS notifications via Vapi for overdue invoices in Bexio.
- Updating Bexio contact details based on Vapi interaction data.
- Triggering Vapi calls when a new project is created in Bexio.
- Sending automated follow-up SMS after a Vapi call, based on Bexio data.
Can I use JavaScript to transform data between Bexio and Vapi?
Yes, Latenode's JavaScript blocks allow complex data transformations between Bexio and Vapi, offering unmatched flexibility beyond simple mappings.
Are there any limitations to the Bexio and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on API availability and rate limits of both apps.
- Complex data transformations may require advanced JavaScript knowledge.
- File storage within workflows is subject to Latenode's storage limits.
