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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.
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Create a New Scenario to Connect Businessmap and Bexio
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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.
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.
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.
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.
Set Up the Businessmap and Bexio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Bexio
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, donβt 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 βRun onceβ 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.
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.
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.
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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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How can I connect my Businessmap account to Bexio using Latenode?
To connect your Businessmap account to Bexio on Latenode, follow these steps:
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:
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: