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How to connect Knack and Bexio
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Bexio will be your first step. To do this, click "Choose an app," find Knack or Bexio, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Bexio integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Bexio
Knack + Bexio + Slack: When a new project is created in Knack, a corresponding project is created in Bexio. A Slack message is then sent to a designated channel to notify the team about the new project in Bexio.
Bexio + Knack + Google Sheets: When a sales invoice is paid in Bexio, the corresponding project's status in Knack is updated. A new row is then added to a Google Sheet to record the payment details.
Knack and Bexio integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and Bexio
How can I connect my Knack account to Bexio using Latenode?
To connect your Knack account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio invoices from Knack?
Yes, you can! Latenode enables real-time data sync, automating invoice updates in Bexio based on Knack entries. Enjoy streamlined accounting and reduced manual data entry.
What types of tasks can I perform by integrating Knack with Bexio?
Integrating Knack with Bexio allows you to perform various tasks, including:
- Create new Bexio contacts from new Knack entries automatically.
- Update contact information in Bexio when changes occur in Knack.
- Generate Bexio invoices when a specific project stage is reached in Knack.
- Sync product or service information between Knack and Bexio.
- Trigger custom notifications based on data changes in either system.
How secure is my Knack data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, ensuring your Knack and Bexio data remains protected throughout the integration.
Are there any limitations to the Knack and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Large data volumes can impact performance without proper optimization.
- Real-time updates depend on the API rate limits of Knack and Bexio.
