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How to connect Circle and Bexio
Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Bexio will be your first step. To do this, click "Choose an app," find Circle or Bexio, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Circle 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 Circle 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 Circle 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 Circle, 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 Circle and Bexio integration works as expected. Depending on your setup, data should flow between Circle 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 Circle and Bexio
Circle + Bexio + Slack: When a new member joins a Circle community, a new contact is created in Bexio. A welcome message is then sent to the new member in Slack.
Bexio + Circle + Mailchimp: When a new contact is created in Bexio, the contact is added to a specific Circle space, and the contact is added to a Mailchimp list.
Circle and Bexio integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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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FAQ Circle and Bexio
How can I connect my Circle account to Bexio using Latenode?
To connect your Circle account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate membership billing from Circle in Bexio?
Yes, you can! Latenode's visual editor makes it easy to sync Circle member data with Bexio for automated billing. This saves time and ensures accurate financial records.
What types of tasks can I perform by integrating Circle with Bexio?
Integrating Circle with Bexio allows you to perform various tasks, including:
- Automatically creating new contacts in Bexio from new Circle members.
- Updating customer information in Bexio when a Circle profile is updated.
- Triggering invoices in Bexio when a Circle membership is purchased.
- Sending personalized welcome messages via Circle upon invoice payment.
- Generating financial reports in Bexio based on Circle membership data.
How can I filter Circle data before sending it to Bexio?
Latenode lets you use no-code filters, JavaScript code, or AI to precisely control data flowing from Circle to Bexio, handling complex logic.
Are there any limitations to the Circle and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Circle or Bexio APIs may affect large data transfers.
- Custom fields in Circle or Bexio might require custom mapping configurations.
- Real-time synchronization depends on the polling frequency configured within Latenode.
