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How to connect Contacts+ and Bexio
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Bexio will be your first step. To do this, click "Choose an app," find Contacts+ or Bexio, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and Bexio integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Bexio
Contacts+ + Bexio + Slack: When a new contact is created in Contacts+, it automatically creates a corresponding contact in Bexio and sends a notification to a specified Slack channel to inform the sales team about the new contact.
Bexio + Contacts+ + Mailchimp: When a new contact is created in Bexio, the contact's information is used to find or create a corresponding subscriber in Mailchimp, ensuring that the Mailchimp list is always up-to-date with the latest customer data from Bexio.
Contacts+ and Bexio integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Bexio
How can I connect my Contacts+ account to Bexio using Latenode?
To connect your Contacts+ account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio contacts from Contacts+?
Yes, you can! Latenode allows seamless updates. When a contact changes in Contacts+, the corresponding record in Bexio is updated, ensuring data accuracy and saving manual effort.
What types of tasks can I perform by integrating Contacts+ with Bexio?
Integrating Contacts+ with Bexio allows you to perform various tasks, including:
- Create new Bexio contacts from new Contacts+ entries.
- Synchronize contact details between both platforms in real-time.
- Trigger Bexio invoice creation based on Contacts+ activity.
- Update contact information in Bexio when changes occur in Contacts+.
- Automate follow-up tasks in Bexio using Contacts+ data changes.
Can I filter Contacts+ contacts before syncing to Bexio?
Yes! Latenode’s visual editor lets you add filters and conditions using no-code blocks or JavaScript code to precisely control which contacts sync.
Are there any limitations to the Contacts+ and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Large-scale data migrations might require optimization for speed.
- Rate limits of Contacts+ and Bexio APIs apply to the integration.
