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How to connect Cloze and Bexio
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.
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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.
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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 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:
- 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 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.
Most powerful ways to connect Cloze and Bexio
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.
Cloze and Bexio integration alternatives
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.
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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 Cloze and Bexio
How can I connect my Cloze account to Bexio using Latenode?
To connect your Cloze account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new Bexio contacts from new Cloze leads automatically.
- Update contact information in Bexio when it changes in Cloze.
- Generate Bexio invoices upon closing a deal in Cloze.
- Sync project details between Cloze opportunities and Bexio projects.
- Trigger custom notifications based on deal stages in Cloze within Bexio.
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:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Cloze and Bexio.
- Custom field mappings might need adjustments based on API changes.
