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How to connect Captions and Bexio
Create a New Scenario to Connect Captions 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 Captions, triggered by another scenario, or executed manually (for testing purposes). In most cases, Captions or Bexio will be your first step. To do this, click "Choose an app," find Captions or Bexio, and select the appropriate trigger to start the scenario.
Add the Captions Node
Select the Captions node from the app selection panel on the right.
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Configure the Captions
Click on the Captions node to configure it. You can modify the Captions 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 Captions 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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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 Captions 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 Captions 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Captions, 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 Captions and Bexio integration works as expected. Depending on your setup, data should flow between Captions 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 Captions and Bexio
Captions + Bexio + Slack: When a new video caption is generated in Captions, the flow finds relevant contacts in Bexio and sends a notification to a designated Slack channel to inform the marketing team.
Captions + Bexio + Google Sheets: This flow translates client communication from Captions, finds or creates the client in Bexio, and logs the interaction details into a Google Sheet.
Captions and Bexio integration alternatives
About Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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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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See how Latenode works
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FAQ Captions and Bexio
How can I connect my Captions account to Bexio using Latenode?
To connect your Captions account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Captions and click on "Connect".
- Authenticate your Captions and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from Captions projects?
Yes, you can! Latenode’s visual editor simplifies creating workflows to generate Bexio invoices directly from completed Captions projects, saving time and reducing manual data entry.
What types of tasks can I perform by integrating Captions with Bexio?
Integrating Captions with Bexio allows you to perform various tasks, including:
- Create Bexio contacts from new Captions customers.
- Generate invoices in Bexio for completed Captions projects.
- Update contact information in Bexio based on Captions data.
- Send payment reminders from Bexio based on Captions project timelines.
- Track project profitability in Bexio based on Captions time tracking data.
Can I use JavaScript code to transform Captions data before sending to Bexio?
Yes, Latenode allows using JavaScript code blocks to transform data, adding flexibility beyond simple field mapping for complex Bexio updates.
Are there any limitations to the Captions and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Captions and Bexio.
- Custom fields in Bexio may require manual mapping in the workflow.
