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Use Google Vertex AI to enrich Bexio customer data with AI insights, improving lead scoring and personalization. Latenode’s visual editor simplifies AI integration and allows for advanced customization with JavaScript, scaling affordably as your data grows.
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Create a New Scenario to Connect Google Vertex AI 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 Vertex AI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Vertex AI or Bexio will be your first step. To do this, click "Choose an app," find Google Vertex AI or Bexio, and select the appropriate trigger to start the scenario.
Add the Google Vertex AI Node
Select the Google Vertex AI node from the app selection panel on the right.
Google Vertex AI
Configure the Google Vertex AI
Click on the Google Vertex AI node to configure it. You can modify the Google Vertex AI 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 Google Vertex AI node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
Google Vertex AI
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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 Google Vertex AI 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 Google Vertex AI 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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Google Vertex AI
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google Vertex AI, 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 Vertex AI and Bexio integration works as expected. Depending on your setup, data should flow between Google Vertex AI and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bexio + Google Vertex AI + Slack: When a new sales invoice is created in Bexio, its data is sent to Google Vertex AI for analysis. If unusual entries are detected based on AI analysis, a notification is sent to a Slack channel.
Google Sheets + Google Vertex AI + Bexio: When a new row is added to a Google Sheet, the content is sent to Google Vertex AI to categorize it as a support request. The categorized data is then used to update the contact information in Bexio.
About Google Vertex AI
Use Vertex AI in Latenode to build AI-powered automation. Quickly integrate machine learning models for tasks like sentiment analysis or image recognition. Automate data enrichment or content moderation workflows without complex coding. Latenode’s visual editor makes it easier to chain AI tasks and scale them reliably, paying only for the execution time of each flow.
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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 Google Vertex AI account to Bexio using Latenode?
To connect your Google Vertex AI account to Bexio on Latenode, follow these steps:
Can I automatically update Bexio contacts based on Google Vertex AI insights?
Yes, you can! Latenode allows seamless data flow, enriching Bexio contacts with Google Vertex AI analysis. Enhance customer profiles effortlessly, improving targeting.
What types of tasks can I perform by integrating Google Vertex AI with Bexio?
Integrating Google Vertex AI with Bexio allows you to perform various tasks, including:
How do I handle Google Vertex AI authentication within Latenode?
Latenode uses secure authentication methods, allowing you to safely connect Google Vertex AI via API keys or OAuth 2.0 credentials.
Are there any limitations to the Google Vertex AI and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: