Businessmap and Bexio Integration

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Streamline project financials: Automatically update Bexio invoices based on task completion in Businessmap. Latenode's visual editor makes it easier to customize data mapping, while affordable execution-based pricing keeps costs low as your automation scales.

Swap Apps

Businessmap

Bexio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Businessmap and Bexio

Create a New Scenario to Connect Businessmap and Bexio

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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Bexio will be your first step. To do this, click "Choose an app," find Businessmap or Bexio, and select the appropriate trigger to start the scenario.

Add the Businessmap Node

Select the Businessmap node from the app selection panel on the right.

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Businessmap

Configure the Businessmap

Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Businessmap

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#1 Businessmap

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Connect Businessmap

Sign In

Run node once

Add the Bexio Node

Next, click the plus (+) icon on the Businessmap node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.

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Businessmap

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Bexio

Authenticate Bexio

Now, click the Bexio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bexio settings. Authentication allows you to use Bexio through Latenode.

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Businessmap

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Bexio

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#2 Bexio

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Connection *

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Map

Connect Bexio

Sign In

Run node once

Configure the Businessmap and Bexio Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Businessmap

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Bexio

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Map

Connect Bexio

Bexio Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Businessmap and Bexio 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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Bexio

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Trigger on Webhook

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Businessmap

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Businessmap, Bexio, 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 Businessmap and Bexio integration works as expected. Depending on your setup, data should flow between Businessmap and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Businessmap and Bexio

Businessmap + Bexio + Slack: When a new project is created in Businessmap and a corresponding invoice is created in Bexio, a notification is sent to a specified Slack channel.

Bexio + Businessmap + Google Sheets: Logs new invoices created in Bexio and related project updates from Businessmap into a Google Sheet for reporting purposes.

Businessmap and Bexio integration alternatives

About Businessmap

Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.

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.

See how Latenode works

FAQ Businessmap and Bexio

How can I connect my Businessmap account to Bexio using Latenode?

To connect your Businessmap account to Bexio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Businessmap and click on "Connect".
  • Authenticate your Businessmap and Bexio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync project data from Businessmap to Bexio?

Yes, you can! Latenode allows seamless data synchronization between Businessmap and Bexio. Automate project updates and financial data transfer, saving time and ensuring accuracy.

What types of tasks can I perform by integrating Businessmap with Bexio?

Integrating Businessmap with Bexio allows you to perform various tasks, including:

  • Automatically creating Bexio invoices from completed Businessmap projects.
  • Syncing new Businessmap customer data to Bexio contacts.
  • Tracking project time in Businessmap and updating it in Bexio.
  • Triggering Bexio payment reminders when Businessmap tasks are marked as complete.
  • Creating Businessmap project tasks from new Bexio sales opportunities.

CanIautomaticallygenerateBexioinvoicesfromBusinessmap?

Yes! Latenode automates invoice creation in Bexio based on project completion statuses in Businessmap. Reduce manual work and billing errors.

Are there any limitations to the Businessmap and Bexio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require custom JavaScript code.
  • Real-time synchronization depends on the API rate limits of both Businessmap and Bexio.
  • Historical data migration requires a separate, one-time workflow setup.

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