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How to connect Instantly and Bexio
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Bexio will be your first step. To do this, click "Choose an app," find Instantly or Bexio, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Bexio integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Bexio
Instantly + Bexio + Slack: When a new lead is created in Instantly, a new contact is created in Bexio. Then, a message is sent to a Slack channel notifying the team about the new Bexio contact.
Bexio + Instantly + Google Sheets: When a contact is updated in Bexio, Instantly updates the lead with the new information. Finally, the updated lead information is logged in a Google Sheet.
Instantly and Bexio integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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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FAQ Instantly and Bexio
How can I connect my Instantly account to Bexio using Latenode?
To connect your Instantly account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio contacts from new Instantly leads?
Yes, you can! Latenode allows seamless data transfer between Instantly and Bexio, automating contact updates and ensuring your data is always synchronized, saving you manual entry time.
What types of tasks can I perform by integrating Instantly with Bexio?
Integrating Instantly with Bexio allows you to perform various tasks, including:
- Create Bexio invoices for deals closed in Instantly.
- Add new Instantly leads as contacts in Bexio.
- Update contact information in Bexio based on Instantly data.
- Trigger Instantly campaigns when a new Bexio invoice is paid.
- Send personalized thank you notes via Instantly after Bexio payments.
Can I filter Instantly leads based on Bexio contact details?
Yes, you can. Use Latenode's visual editor to filter Instantly leads based on detailed criteria from Bexio, targeting specific customer segments more effectively.
Are there any limitations to the Instantly and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bexio data structures may require custom JavaScript mapping.
- Real-time synchronization depends on the API request limits of both Instantly and Bexio.
- Initial setup requires familiarity with both Instantly and Bexio data models.
