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How to connect Bexio and Wealthbox
Create a New Scenario to Connect Bexio and Wealthbox
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 Wealthbox will be your first step. To do this, click "Choose an app," find Bexio or Wealthbox, 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 Wealthbox Node
Next, click the plus (+) icon on the Bexio node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
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Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Bexio and Wealthbox 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 Wealthbox 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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Wealthbox
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Wealthbox, 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 Wealthbox integration works as expected. Depending on your setup, data should flow between Bexio and Wealthbox (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 Wealthbox
Bexio + Wealthbox + Slack: When a new contact is created in Bexio, this automation creates a corresponding contact in Wealthbox and sends a notification in Slack to inform the team.
Wealthbox + Bexio + Google Sheets: When a contact is updated in Wealthbox, the automation finds the corresponding contact in Bexio, updates it, and logs the changes to a Google Sheet for auditing purposes.
Bexio and Wealthbox 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 Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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See how Latenode works
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FAQ Bexio and Wealthbox
How can I connect my Bexio account to Wealthbox using Latenode?
To connect your Bexio account to Wealthbox 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 Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I synchronize contact data between Bexio and Wealthbox?
Yes, you can! Latenode's visual editor makes synchronizing contact data easy, ensuring consistent and up-to-date information across both platforms.
What types of tasks can I perform by integrating Bexio with Wealthbox?
Integrating Bexio with Wealthbox allows you to perform various tasks, including:
- Automatically create new Wealthbox contacts from new Bexio customers.
- Update Wealthbox opportunities when invoices are created in Bexio.
- Trigger email sequences in Wealthbox based on Bexio payment statuses.
- Log client interactions from Wealthbox in Bexio as project notes.
- Generate Bexio invoices from won opportunities in Wealthbox.
Can I use custom fields from Bexio within my Latenode workflows?
Yes! Latenode supports custom fields, allowing flexible automation using Bexio's unique data points in any workflow.
Are there any limitations to the Bexio and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization is subject to API request limits imposed by Bexio and Wealthbox.
- Complex data transformations may require JavaScript knowledge within Latenode.
- Initial setup requires understanding of data structures in both Bexio and Wealthbox.
