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How to connect Miro and Bexio
Create a New Scenario to Connect Miro 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 Miro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Miro or Bexio will be your first step. To do this, click "Choose an app," find Miro or Bexio, and select the appropriate trigger to start the scenario.
Add the Miro Node
Select the Miro node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Miro 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 Miro 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 Miro 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 Miro, 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 Miro and Bexio integration works as expected. Depending on your setup, data should flow between Miro 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 Miro and Bexio
Miro + Bexio + Slack: When a new board is created in Miro, a corresponding project is created in Bexio, and a notification is sent to a designated Slack channel to inform the finance team.
Bexio + Miro + Google Sheets: When a new project is created in Bexio, the project overview board is updated in Miro and the update is logged in Google Sheets for tracking purposes.
Miro and Bexio integration alternatives
About Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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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 Miro and Bexio
How can I connect my Miro account to Bexio using Latenode?
To connect your Miro account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Miro and click on "Connect".
- Authenticate your Miro and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from Miro brainstorming sessions?
Yes, you can! Latenode’s advanced logic and AI steps enable seamless invoice creation, saving time and reducing errors by automatically transferring Miro data to Bexio.
What types of tasks can I perform by integrating Miro with Bexio?
Integrating Miro with Bexio allows you to perform various tasks, including:
- Create Bexio contacts from Miro brainstorm participant lists.
- Update project status in Bexio based on Miro board activity.
- Generate Bexio invoices based on tasks finalized in Miro.
- Track time spent on Miro projects within Bexio.
- Sync new Miro board creations as projects in Bexio.
How does Latenode enhance the Miro integration experience?
Latenode improves Miro integration with no-code blocks, JavaScript, and AI, enabling complex automation and custom workflows beyond simple data transfer.
Are there any limitations to the Miro and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require custom scripting.
- Complex data transformations might need JavaScript coding.
- Rate limits of Miro and Bexio APIs apply.
