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How to connect Bexio and Zendesk Sell
Create a New Scenario to Connect Bexio and Zendesk Sell
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 Zendesk Sell will be your first step. To do this, click "Choose an app," find Bexio or Zendesk Sell, 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 Zendesk Sell Node
Next, click the plus (+) icon on the Bexio node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
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Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Bexio and Zendesk Sell 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 Zendesk Sell 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, Zendesk Sell, 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 Zendesk Sell integration works as expected. Depending on your setup, data should flow between Bexio and Zendesk Sell (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 Zendesk Sell
Zendesk Sell + Bexio + Slack: When a deal is updated to 'Closed' in Zendesk Sell, update the corresponding customer information in Bexio and send a congratulatory message to the sales team in a designated Slack channel.
Zendesk Sell + Bexio + Mailchimp: When a new contact is created in Zendesk Sell, create a corresponding contact in Bexio and subscribe them to a specific newsletter list in Mailchimp.
Bexio and Zendesk Sell 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 Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups — all in a scalable, low-code environment.
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FAQ Bexio and Zendesk Sell
How can I connect my Bexio account to Zendesk Sell using Latenode?
To connect your Bexio account to Zendesk Sell 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 Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I synchronize contact data between Bexio and Zendesk Sell?
Yes, you can! Latenode allows for seamless data synchronization, ensuring your contact information is always up-to-date across both platforms, saving time and improving data accuracy.
What types of tasks can I perform by integrating Bexio with Zendesk Sell?
Integrating Bexio with Zendesk Sell allows you to perform various tasks, including:
- Automatically create a Zendesk Sell contact when a new Bexio contact is added.
- Update Bexio contacts whenever a corresponding Zendesk Sell contact is modified.
- Create Bexio invoices from won opportunities in Zendesk Sell.
- Trigger custom notifications for sales activities based on Bexio data.
- Synchronize product information between Bexio and Zendesk Sell.
How secure is my Bexio data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Bexio data during integration and transit.
Are there any limitations to the Bexio and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- High-volume data synchronization may be subject to API rate limits.
- Custom fields require mapping during initial integration setup.
