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How to connect Bexio and Wave
Create a New Scenario to Connect Bexio and Wave
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 Wave will be your first step. To do this, click "Choose an app," find Bexio or Wave, 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 Wave Node
Next, click the plus (+) icon on the Bexio node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.
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Authenticate Wave
Now, click the Wave node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wave settings. Authentication allows you to use Wave through Latenode.
Configure the Bexio and Wave 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 Wave 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, Wave, 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 Wave integration works as expected. Depending on your setup, data should flow between Bexio and Wave (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 Wave
Bexio + Slack: When a new sales invoice is created in Bexio, a notification is sent to a specified Slack channel to inform the team.
Wave + Bexio + Google Sheets: When a new invoice is created in Wave, the details are added as a new row in a Google Sheet. Account information from Bexio is used to populate relevant columns in the Google Sheet.
Bexio and Wave 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 Wave
Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.
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See how Latenode works
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FAQ Bexio and Wave
How can I connect my Bexio account to Wave using Latenode?
To connect your Bexio account to Wave 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 Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Bexio invoices to Wave automatically?
Yes, you can! Latenode’s visual editor simplifies automating invoice synchronization. Benefit from real-time data consistency and reduced manual data entry.
What types of tasks can I perform by integrating Bexio with Wave?
Integrating Bexio with Wave allows you to perform various tasks, including:
- Automatically create Wave invoices when a Bexio invoice is marked as paid.
- Synchronize customer data between Bexio and Wave in real time.
- Create Bexio contacts from new Wave customers.
- Generate summary reports in Wave based on Bexio financial data.
- Trigger custom notifications for specific transactions.
How secure is my Bexio data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring the safety of your data throughout the integration.
Are there any limitations to the Bexio and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Bexio and Wave may require manual setup.
- Complex custom fields may need custom JavaScript code to map correctly.
- High-volume data transfers could incur API rate limits on either platform.
