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How to connect Chatwork and Bexio
Create a New Scenario to Connect Chatwork 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 Chatwork, triggered by another scenario, or executed manually (for testing purposes). In most cases, Chatwork or Bexio will be your first step. To do this, click "Choose an app," find Chatwork or Bexio, and select the appropriate trigger to start the scenario.
Add the Chatwork Node
Select the Chatwork node from the app selection panel on the right.
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Configure the Chatwork
Click on the Chatwork node to configure it. You can modify the Chatwork 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 Chatwork 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 Chatwork 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 Chatwork 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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Save and Activate the Scenario
After configuring Chatwork, 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 Chatwork and Bexio integration works as expected. Depending on your setup, data should flow between Chatwork 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 Chatwork and Bexio
Bexio + Google Sheets + Chatwork: When a new sales invoice is created in Bexio, the details are logged in a Google Sheet, and a message is sent to a Chatwork room to notify the team.
Bexio + Chatwork + Slack: When a new contact is created in Bexio, a welcome message is sent in Chatwork, and the sales team is notified in a dedicated Slack channel.
Chatwork and Bexio integration alternatives
About Chatwork
Use Chatwork with Latenode to automate team notifications and tasks. Send messages based on triggers from your CRM, database, or other apps. Latenode's visual builder simplifies creating complex workflows. Reduce manual updates, keep your team informed, and improve response times by integrating Chatwork into automated processes.
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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 Chatwork and Bexio
How can I connect my Chatwork account to Bexio using Latenode?
To connect your Chatwork account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Chatwork and click on "Connect".
- Authenticate your Chatwork and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio invoices based on Chatwork messages?
Yes, you can! Latenode allows real-time invoice updates from Chatwork data. Automate tedious tasks and ensure your financial records reflect every client interaction.
What types of tasks can I perform by integrating Chatwork with Bexio?
Integrating Chatwork with Bexio allows you to perform various tasks, including:
- Create new Bexio contacts from Chatwork message mentions.
- Update existing Bexio customer details based on Chatwork conversations.
- Generate Bexio invoices automatically triggered by Chatwork commands.
- Send Chatwork notifications when a new Bexio invoice is created.
- Post daily sales summaries from Bexio into a designated Chatwork room.
How secure is the Chatwork integration on Latenode's platform?
Latenode uses advanced encryption and secure authentication protocols to ensure the safety of your Chatwork data during integration and workflow execution.
Are there any limitations to the Chatwork 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.
- Rate limits imposed by Chatwork and Bexio APIs can affect workflow speed.
- Historical data synchronization requires manual configuration.
