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How to connect Microsoft To Do and Bexio
Create a New Scenario to Connect Microsoft To Do 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 Microsoft To Do, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft To Do or Bexio will be your first step. To do this, click "Choose an app," find Microsoft To Do or Bexio, and select the appropriate trigger to start the scenario.
Add the Microsoft To Do Node
Select the Microsoft To Do node from the app selection panel on the right.
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Configure the Microsoft To Do
Click on the Microsoft To Do node to configure it. You can modify the Microsoft To Do 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 Microsoft To Do 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 Microsoft To Do 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 Microsoft To Do 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 Microsoft To Do, 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 Microsoft To Do and Bexio integration works as expected. Depending on your setup, data should flow between Microsoft To Do 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 Microsoft To Do and Bexio
Microsoft To Do + Bexio + Microsoft Outlook: When a task is completed in Microsoft To Do, the automation checks for related invoices in Bexio. If found, it emails the invoice to the client via Microsoft Outlook.
Bexio + Microsoft To Do + Slack: Upon creation of a new sales invoice in Bexio, a follow-up task is created in Microsoft To Do and a notification is sent to the sales team via Slack.
Microsoft To Do and Bexio integration alternatives
About Microsoft To Do
Automate task management by integrating Microsoft To Do with Latenode. Automatically create tasks from emails, database entries, or other apps. Sync tasks between systems, set reminders based on triggers, and manage projects visually using Latenode's low-code interface. Stop manual updates and build scalable task workflows.
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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 Microsoft To Do and Bexio
How can I connect my Microsoft To Do account to Bexio using Latenode?
To connect your Microsoft To Do account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft To Do and click on "Connect".
- Authenticate your Microsoft To Do and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from completed Microsoft To Do tasks?
Yes, with Latenode! Automatically create Bexio invoices upon Microsoft To Do task completion. Use our visual editor and JavaScript blocks for custom logic, streamlining your billing process.
What types of tasks can I perform by integrating Microsoft To Do with Bexio?
Integrating Microsoft To Do with Bexio allows you to perform various tasks, including:
- Creating a new Bexio contact when a specific task is completed in Microsoft To Do.
- Updating a Bexio project status when all related Microsoft To Do tasks are marked as done.
- Generating a daily summary of completed Microsoft To Do tasks and logging it in Bexio.
- Adding new Microsoft To Do tasks based on upcoming invoice due dates in Bexio.
- Triggering a Bexio sales pipeline update when a linked Microsoft To Do checklist is finished.
What Microsoft To Do triggers and actions are available in Latenode?
Latenode offers a comprehensive suite, including new task, task update, and task completion triggers and create/update actions, plus custom options via the API node.
Are there any limitations to the Microsoft To Do and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the Microsoft To Do and Bexio API polling intervals.
- Complex data transformations may require JavaScript knowledge within Latenode.
- Attachments from Microsoft To Do may require additional parsing steps for Bexio compatibility.
