Google Forms and Bexio Integration

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Automate lead capture: Send new Google Forms submissions straight to Bexio as contacts or deals. Latenode’s visual editor makes customization easy, plus you only pay for the execution time of each automation. Build advanced workflows with JavaScript for custom data transformations.

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Google Forms

Bexio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Forms and Bexio

Create a New Scenario to Connect Google Forms 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 Google Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Forms or Bexio will be your first step. To do this, click "Choose an app," find Google Forms or Bexio, and select the appropriate trigger to start the scenario.

Add the Google Forms Node

Select the Google Forms node from the app selection panel on the right.

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Configure the Google Forms

Click on the Google Forms node to configure it. You can modify the Google Forms URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Bexio Node

Next, click the plus (+) icon on the Google Forms 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.

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Configure the Google Forms 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.

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Run node once

Set Up the Google Forms 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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Save and Activate the Scenario

After configuring Google Forms, 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 Google Forms and Bexio integration works as expected. Depending on your setup, data should flow between Google Forms 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 Google Forms and Bexio

Google Forms + Bexio + Slack: When a new form is submitted in Google Forms, a new contact is created in Bexio. A notification is then sent to a specified Slack channel to inform the sales team of the new contact.

Bexio + Google Forms + Google Sheets: On creation of a new sales invoice in Bexio, the details are added to a Google Sheet. This event also triggers a Google Form to be sent to the client to collect feedback. (Note: sending a form is not directly supported, so updating a sheet will have to trigger a separate process.)

Google Forms and Bexio integration alternatives

About Google Forms

Capture form data in Latenode to automate follow-ups or updates. Skip manual data entry; trigger workflows from new submissions to update databases, send emails, or create tasks in project management tools. Connect to 1000+ apps and use AI to process results without code.

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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FAQ Google Forms and Bexio

How can I connect my Google Forms account to Bexio using Latenode?

To connect your Google Forms account to Bexio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Forms and click on "Connect".
  • Authenticate your Google Forms and Bexio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Bexio contacts from new form submissions?

Yes! Latenode automates contact creation in Bexio using data from Google Forms, saving time and ensuring accurate data entry. Advanced logic filters and data transformations ensure optimal results.

What types of tasks can I perform by integrating Google Forms with Bexio?

Integrating Google Forms with Bexio allows you to perform various tasks, including:

  • Create new Bexio contacts from Google Forms submissions.
  • Update existing Bexio contacts with new form data.
  • Generate Bexio invoices based on Google Forms order details.
  • Trigger Bexio workflows upon form submission events.
  • Log form submission data as notes within Bexio contacts.

Can I filter Google Forms submissions before sending to Bexio?

Yes, use Latenode's visual editor to filter submissions based on criteria, ensuring only relevant data is sent to Bexio, optimizing your CRM.

Are there any limitations to the Google Forms 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.
  • Real-time synchronization depends on the API limits of both services.
  • File uploads from Google Forms may require additional parsing steps.

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