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How to connect Delighted and Bexio
Create a New Scenario to Connect Delighted 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 Delighted, triggered by another scenario, or executed manually (for testing purposes). In most cases, Delighted or Bexio will be your first step. To do this, click "Choose an app," find Delighted or Bexio, and select the appropriate trigger to start the scenario.
Add the Delighted Node
Select the Delighted node from the app selection panel on the right.
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Configure the Delighted
Click on the Delighted node to configure it. You can modify the Delighted 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 Delighted 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 Delighted 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 Delighted 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 Delighted, 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 Delighted and Bexio integration works as expected. Depending on your setup, data should flow between Delighted 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 Delighted and Bexio
Delighted + Slack: When a new negative response is received in Delighted, a notification is sent to a designated Slack channel to alert the customer support team.
Bexio + Delighted: Upon successful invoice payment in Bexio, a customer satisfaction survey is sent via Delighted to gather feedback.
Delighted and Bexio integration alternatives
About Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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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 Delighted and Bexio
How can I connect my Delighted account to Bexio using Latenode?
To connect your Delighted account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Delighted and click on "Connect".
- Authenticate your Delighted and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from positive Delighted survey responses?
Yes, with Latenode! Automatically create Bexio invoices when you receive positive feedback in Delighted. This speeds up billing and rewards customer satisfaction using a fully auditable workflow.
What types of tasks can I perform by integrating Delighted with Bexio?
Integrating Delighted with Bexio allows you to perform various tasks, including:
- Create new Bexio contacts from Delighted survey responses automatically.
- Update existing Bexio contact information based on Delighted feedback.
- Trigger personalized thank-you notes in Delighted after invoice payments.
- Analyze Delighted feedback trends alongside Bexio sales data.
- Send targeted Delighted surveys based on Bexio customer segments.
Can I use custom logic to filter data between Delighted and Bexio?
Yes, you can! Latenode allows custom JavaScript code and AI steps to filter and transform data between Delighted and Bexio according to your specific business rules.
Are there any limitations to the Delighted and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires API keys from both Delighted and Bexio.
- Complex data transformations may require JavaScript coding.
- Rate limits imposed by Delighted and Bexio may affect large-scale automations.
