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How to connect Lark and Bexio
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or Bexio will be your first step. To do this, click "Choose an app," find Lark or Bexio, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Lark 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 Lark 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 Lark 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 Lark, 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 Lark and Bexio integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and Bexio
Bexio + Lark + Slack: When a new sales invoice is created in Bexio, a message is sent to a Lark group chat for visibility, and a notification is sent to a Slack channel for accounting review.
Bexio + Lark + Google Sheets: When a new contact is created in Bexio, the contact details are logged in a Google Sheet, and a welcome message is sent to the new customer via Lark.
Lark and Bexio integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and Bexio
How can I connect my Lark account to Bexio using Latenode?
To connect your Lark account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark 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 Lark entries?
Yes, you can! Latenode's visual editor simplifies building this automation. This ensures new leads in Lark are instantly available in Bexio, improving sales efficiency.
What types of tasks can I perform by integrating Lark with Bexio?
Integrating Lark with Bexio allows you to perform various tasks, including:
- Automatically creating new Bexio invoices from Lark form submissions.
- Syncing contact information between Lark and Bexio in real-time.
- Creating Bexio projects based on new tasks assigned in Lark.
- Sending Lark channel notifications for new Bexio invoice payments.
- Updating Bexio contact details based on Lark profile changes.
What Lark data can I access within Latenode workflows?
You can access user profiles, channel messages, forms, and tasks. Latenode’s flexible data mapping allows granular control over data extraction.
Are there any limitations to the Lark and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Lark and Bexio APIs may affect high-volume workflows.
- Certain complex Bexio object types might require custom JavaScript transformations.
- Initial setup requires administrative privileges in both Lark and Bexio.
