.svg){kind=icon}
How to connect Confluence and Bexio
Create a New Scenario to Connect Confluence 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 Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or Bexio will be your first step. To do this, click "Choose an app," find Confluence or Bexio, and select the appropriate trigger to start the scenario.
Add the Confluence Node
Select the Confluence node from the app selection panel on the right.
+
1
Confluence
Configure the Confluence
Click on the Confluence node to configure it. You can modify the Confluence 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 Confluence node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
1
Confluence
âš™
+
2
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 Confluence 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 Confluence 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.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
Bexio
1
Trigger on Webhook
âš™
2
Confluence
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Confluence, 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 Confluence and Bexio integration works as expected. Depending on your setup, data should flow between Confluence 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 Confluence and Bexio
Confluence + Slack + Bexio: When a new page is created in Confluence, a summary of the page is sent to a dedicated Slack channel. This allows the team to stay updated on new content. A new sales invoice is created in Bexio.
Bexio + Confluence + Google Sheets: When a new sales invoice is created in Bexio, the details are logged to a Confluence page and a Google Sheet for tracking and reporting.
Confluence and Bexio integration alternatives
About Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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.
Related categories
See how Latenode works
.svg)
.png)
FAQ Confluence and Bexio
How can I connect my Confluence account to Bexio using Latenode?
To connect your Confluence account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Confluence and click on "Connect".
- Authenticate your Confluence and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio with Confluence documentation changes?
Yes, you can! Latenode allows real-time triggers to monitor Confluence and automatically update Bexio, saving time and ensuring data consistency across your platforms.
What types of tasks can I perform by integrating Confluence with Bexio?
Integrating Confluence with Bexio allows you to perform various tasks, including:
- Create Bexio invoices from Confluence project documentation.
- Automatically log time spent on Confluence tasks in Bexio.
- Generate Confluence pages from new Bexio customer data.
- Sync project status updates between Confluence and Bexio.
- Archive Confluence documentation when Bexio projects are completed.
How can I trigger Confluence updates from Bexio using Latenode?
You can set up workflows in Latenode to trigger Confluence updates whenever a new invoice is paid in Bexio, keeping documentation current.
Are there any limitations to the Confluence and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both platforms.
- Some advanced Confluence formatting might not be fully supported in Bexio.
