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How to connect Bexio and WhatsApp Personal Account
Create a New Scenario to Connect Bexio and WhatsApp Personal Account
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 WhatsApp Personal Account will be your first step. To do this, click "Choose an app," find Bexio or WhatsApp Personal Account, 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 WhatsApp Personal Account Node
Next, click the plus (+) icon on the Bexio node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.
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Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the Bexio and WhatsApp Personal Account 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 WhatsApp Personal Account 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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Save and Activate the Scenario
After configuring Bexio, WhatsApp Personal Account, 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 WhatsApp Personal Account integration works as expected. Depending on your setup, data should flow between Bexio and WhatsApp Personal Account (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 WhatsApp Personal Account
Bexio + Google Sheets + WhatsApp Personal Account: When a new sales invoice is created in Bexio, record the invoice details in a Google Sheet and send a WhatsApp confirmation message to the client.
Pipedrive + Bexio + WhatsApp Personal Account: When a deal is closed in Pipedrive (assuming a Pipedrive trigger exists and is named 'Deal Closed'), create an invoice in Bexio, and send a thank you message via WhatsApp to the client.
Bexio and WhatsApp Personal Account 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 WhatsApp Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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FAQ Bexio and WhatsApp Personal Account
How can I connect my Bexio account to WhatsApp Personal Account using Latenode?
To connect your Bexio account to WhatsApp Personal Account 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 WhatsApp Personal Account accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send Bexio invoices via WhatsApp Personal Account?
Yes, you can! Latenode’s visual editor makes it simple. Automatically send invoices upon creation, improving payment speed and customer satisfaction using conditional logic and custom templates.
What types of tasks can I perform by integrating Bexio with WhatsApp Personal Account?
Integrating Bexio with WhatsApp Personal Account allows you to perform various tasks, including:
- Send payment reminders to clients via WhatsApp when invoices are overdue.
- Notify team members on WhatsApp about new Bexio sales opportunities.
- Share new contact information from Bexio with your WhatsApp contacts.
- Confirm order details to customers via WhatsApp using Bexio data.
- Create personalized welcome messages on WhatsApp for new Bexio clients.
How secure is my Bexio data when using Latenode integrations?
Latenode employs advanced encryption and security protocols to ensure your Bexio data remains secure during all integration processes.
Are there any limitations to the Bexio and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachments from Bexio might have size limitations when sent via WhatsApp.
- WhatsApp message templates are required for certain automated notifications.
- Real-time updates depend on the API rate limits of both Bexio and WhatsApp.
