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How to connect CloudTalk and Bexio
Create a New Scenario to Connect CloudTalk 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 CloudTalk, triggered by another scenario, or executed manually (for testing purposes). In most cases, CloudTalk or Bexio will be your first step. To do this, click "Choose an app," find CloudTalk or Bexio, and select the appropriate trigger to start the scenario.
Add the CloudTalk Node
Select the CloudTalk node from the app selection panel on the right.
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Configure the CloudTalk
Click on the CloudTalk node to configure it. You can modify the CloudTalk 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 CloudTalk 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 CloudTalk 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 CloudTalk 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 CloudTalk, 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 CloudTalk and Bexio integration works as expected. Depending on your setup, data should flow between CloudTalk 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 CloudTalk and Bexio
CloudTalk + Bexio + Slack: When a new call is received in CloudTalk, a corresponding task is created in Bexio. A notification is then sent to a designated Slack channel to alert the sales team.
Bexio + CloudTalk + Google Sheets: When a new sales invoice is generated in Bexio, the invoice details, along with a summary of recent CloudTalk activity with that customer, are stored in a Google Sheet for reporting purposes.
CloudTalk and Bexio integration alternatives
About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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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 CloudTalk and Bexio
How can I connect my CloudTalk account to Bexio using Latenode?
To connect your CloudTalk account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select CloudTalk and click on "Connect".
- Authenticate your CloudTalk and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio with new CloudTalk call data?
Yes, you can! Latenode allows real-time data synchronization, updating Bexio with each CloudTalk call. Gain immediate insights and streamline reporting effortlessly.
What types of tasks can I perform by integrating CloudTalk with Bexio?
Integrating CloudTalk with Bexio allows you to perform various tasks, including:
- Create Bexio contacts from new CloudTalk calls.
- Update contact details in Bexio after each CloudTalk interaction.
- Log CloudTalk call durations as time entries in Bexio.
- Trigger Bexio invoices based on CloudTalk sales calls.
- Send summary reports to sales teams via CloudTalk after Bexio updates.
CanIuseJavaScripttomanipulateCloudTalkdatawithinLatenodeautomations?
Yes! Latenode supports JavaScript, enabling custom data transformation, advanced logic, and bespoke workflows beyond standard integration capabilities.
Are there any limitations to the CloudTalk and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time data synchronization is subject to API rate limits.
- Historical data migration needs a separate, potentially complex workflow.
