

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Sync Cloze leads to Bexio as new customers, automating CRM and accounting data flow. Latenode’s visual editor simplifies complex logic, while affordable execution-based pricing cuts costs. Customize with JavaScript for unique business rules.
Connect Cloze and Bexio in minutes with Latenode.
Create Cloze to Bexio workflow
Start for free
Automate your workflow
Swap Apps
Cloze
Bexio
No credit card needed
Without restriction
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Bexio will be your first step. To do this, click "Choose an app," find Cloze or Bexio, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
Cloze
Add the Bexio Node
Next, click the plus (+) icon on the Cloze node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
Cloze
⚙
Bexio
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 Cloze 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 Cloze and Bexio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Bexio
Trigger on Webhook
⚙
Cloze
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring Cloze, 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 Cloze and Bexio integration works as expected. Depending on your setup, data should flow between Cloze and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Bexio + Slack: When a project is changed in Cloze, update the contact information in Bexio and send a message to a Slack channel to notify the team of the update.
Bexio + Cloze + Google Sheets: When a new sales invoice is created in Bexio, create or update a person in Cloze and add a row to a Google Sheet to log the invoice details.
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
Similar apps
Related categories
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.
Similar apps
Related categories
How can I connect my Cloze account to Bexio using Latenode?
To connect your Cloze account to Bexio on Latenode, follow these steps:
Can I automatically create Bexio invoices from new Cloze deals?
Yes, using Latenode's visual editor, you can easily automate invoice creation in Bexio when a new deal is won in Cloze. This saves time and ensures accurate billing.
What types of tasks can I perform by integrating Cloze with Bexio?
Integrating Cloze with Bexio allows you to perform various tasks, including:
Can I use JavaScript code to transform Cloze data before sending to Bexio?
Yes, Latenode allows you to use JavaScript code blocks to manipulate Cloze data before it reaches Bexio, providing powerful data transformation capabilities.
Are there any limitations to the Cloze and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: