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How to connect Bexio and Youform
Create a New Scenario to Connect Bexio and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Bexio or Youform, 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 Youform Node
Next, click the plus (+) icon on the Bexio node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Bexio and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Bexio and Youform (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 Youform
Youform + Bexio + Slack: When a new form is submitted in Youform, a new contact is created in Bexio. Subsequently, a notification is sent to a designated Slack channel to inform the sales team about the new contact.
Youform + Bexio + Google Sheets: Upon receiving a new form submission in Youform, the data is added as a new row in Google Sheets. Simultaneously, a new contact is created or updated in Bexio with the information from the Youform submission.
Bexio and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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See how Latenode works
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FAQ Bexio and Youform
How can I connect my Bexio account to Youform using Latenode?
To connect your Bexio account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio contacts from new Youform submissions?
Yes, with Latenode! Automatically create Bexio contacts from new Youform entries. Latenode's visual editor makes setup easy, saving time and ensuring accurate data transfer.
What types of tasks can I perform by integrating Bexio with Youform?
Integrating Bexio with Youform allows you to perform various tasks, including:
- Adding new Youform submissions as contacts in Bexio.
- Updating Bexio contact information based on Youform updates.
- Creating new Bexio invoices from Youform order forms.
- Triggering custom notifications in Latenode based on Youform entries.
- Generating reports in Latenode combining data from both apps.
How can I map custom fields between Bexio and Youform?
Latenode provides a visual interface to easily map custom fields between Bexio and Youform, ensuring seamless data transfer according to your specifications.
Are there any limitations to the Bexio and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- The number of API calls is subject to the rate limits of Bexio and Youform.
- Real-time synchronization depends on the polling interval configured in Latenode.
