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Automatically enrich customer data in Enrich Layer with financial details from Bexio using Latenode's visual editor. Now you can affordably trigger accounting updates based on enriched profiles and build custom workflows with JavaScript for advanced logic.
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Create a New Scenario to Connect Enrich Layer and Bexio
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Enrich Layer, triggered by another scenario, or executed manually (for testing purposes). In most cases, Enrich Layer or Bexio will be your first step. To do this, click "Choose an app," find Enrich Layer or Bexio, and select the appropriate trigger to start the scenario.
Add the Enrich Layer Node
Select the Enrich Layer node from the app selection panel on the right.
Enrich Layer
Configure the Enrich Layer
Click on the Enrich Layer node to configure it. You can modify the Enrich Layer 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 Enrich Layer node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
Enrich Layer
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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 Enrich Layer 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 Enrich Layer and Bexio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Bexio
Trigger on Webhook
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Enrich Layer
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Enrich Layer, Bexio, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Enrich Layer and Bexio integration works as expected. Depending on your setup, data should flow between Enrich Layer and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Enrich Layer + Bexio + Pipedrive: When a new contact is created in Enrich Layer, automatically create a corresponding contact in Bexio and a deal in Pipedrive.
Bexio + Enrich Layer + Slack: When a new sales invoice is created in Bexio, enrich the customer's contact data using Enrich Layer, and then send a notification with the enriched data to a Slack channel.
About Enrich Layer
Enrich Layer inside Latenode automates data validation and enhancement. Fix errors and add missing info to leads or contacts. Clean up data from any source before it reaches your CRM or database. Latenode handles complex logic and scales the process without per-step costs, keeping data accurate and workflows efficient.
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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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How can I connect my Enrich Layer account to Bexio using Latenode?
To connect your Enrich Layer account to Bexio on Latenode, follow these steps:
Can I enrich Bexio contacts with Enrich Layer data?
Yes! Latenode enables enriching Bexio contacts using Enrich Layer data, automating data enhancement. Benefit from increased data accuracy and improved customer insights with ease.
What types of tasks can I perform by integrating Enrich Layer with Bexio?
Integrating Enrich Layer with Bexio allows you to perform various tasks, including:
How do I handle errors between Enrich Layer and Bexio on Latenode?
Latenode's error handling allows you to define actions on integration failures, like sending notifications or retrying failed tasks automatically.
Are there any limitations to the Enrich Layer and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: