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How to connect Clio and Bexio
Create a New Scenario to Connect Clio 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 Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Bexio will be your first step. To do this, click "Choose an app," find Clio or Bexio, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Clio 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 Clio 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 Clio 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 Clio, 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 Clio and Bexio integration works as expected. Depending on your setup, data should flow between Clio 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 Clio and Bexio
Clio + Bexio + Slack: When a new contact is added to Clio, automatically create the contact in Bexio. Then, notify the finance team in a designated Slack channel about the new contact.
Bexio + Clio + Google Sheets: When a new sales invoice payment is recorded in Bexio, fetch corresponding client information from Clio and add a row to a Google Sheet to track invoice payments and client details.
Clio and Bexio integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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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 Clio and Bexio
How can I connect my Clio account to Bexio using Latenode?
To connect your Clio account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update client details between Clio and Bexio?
Yes, you can! Latenode allows automated, two-way syncing, ensuring consistent client data across both platforms, reducing manual updates and potential errors.
What types of tasks can I perform by integrating Clio with Bexio?
Integrating Clio with Bexio allows you to perform various tasks, including:
- Automatically creating new Bexio contacts from new Clio clients.
- Updating client information in Bexio when changes are made in Clio.
- Generating financial reports in Bexio based on Clio time entries.
- Triggering invoice creation in Bexio upon matter completion in Clio.
- Synchronizing project milestones from Clio to Bexio tasks.
How can I trigger workflows based on events in my Clio account?
Latenode's real-time triggers allow you to start workflows instantly upon events like new client creation in Clio, automating follow-up actions.
Are there any limitations to the Clio and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Clio might require custom JavaScript mapping.
- Real-time synchronization depends on the API rate limits of both Clio and Bexio.
- Initial data migration between the systems may require manual setup.
