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How to connect Kommo and Bexio
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Bexio will be your first step. To do this, click "Choose an app," find Kommo or Bexio, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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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Bexio
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Kommo, 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 Kommo and Bexio integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Bexio
Kommo + Bexio + Slack: When a deal reaches a closed-won status in Kommo, create a sales invoice in Bexio and notify the sales team in a dedicated Slack channel.
Bexio + Kommo + Mailchimp: When a new invoice is created in Bexio, create a corresponding contact in Kommo and add the contact to a specific list in Mailchimp.
Kommo and Bexio integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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 Kommo and Bexio
How can I connect my Kommo account to Bexio using Latenode?
To connect your Kommo account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Kommo deals as Bexio projects?
Yes, you can! Latenode's visual editor makes this seamless, turning new deals into trackable Bexio projects. Ensure accurate project management and real-time financial oversight.
What types of tasks can I perform by integrating Kommo with Bexio?
Integrating Kommo with Bexio allows you to perform various tasks, including:
- Create new Bexio contacts from new Kommo leads.
- Update Bexio project statuses based on Kommo deal stages.
- Generate Bexio invoices when a Kommo deal reaches "won" status.
- Automatically log Kommo activities within corresponding Bexio projects.
- Synchronize contact information changes between Kommo and Bexio.
How can Latenode help customize Kommo and Bexio data flows?
Latenode lets you use JavaScript or AI to transform data, plus advanced logic to manage complex Kommo and Bexio workflows.
Are there any limitations to the Kommo and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bexio custom fields might require custom JavaScript mapping.
- High-volume data synchronization may impact workflow execution speed.
- Specific Kommo webhooks may need manual configuration for real-time updates.
