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How to connect Missive and Bexio
Create a New Scenario to Connect Missive 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 Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Bexio will be your first step. To do this, click "Choose an app," find Missive or Bexio, and select the appropriate trigger to start the scenario.
Add the Missive Node
Select the Missive node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Missive 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 Missive 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 Missive 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 Missive, 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 Missive and Bexio integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and Bexio
Bexio + Missive + Slack: When a new sales invoice is created in Bexio, the system finds the corresponding contact in Missive. If a contact is found, a Slack notification is sent to a specified channel.
Missive + Bexio + Google Sheets: When a new contact is created in Missive, the system creates a new contact in Bexio and adds a row to a Google Sheet with the contact details.
Missive and Bexio integration alternatives
About Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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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 Missive and Bexio
How can I connect my Missive account to Bexio using Latenode?
To connect your Missive account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Missive and click on "Connect".
- Authenticate your Missive and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from new Missive conversations?
Yes, you can! Latenode's flexible workflow editor and data transformers enable seamless invoice creation triggered by Missive conversations, saving you time and improving billing accuracy.
What types of tasks can I perform by integrating Missive with Bexio?
Integrating Missive with Bexio allows you to perform various tasks, including:
- Create Bexio contacts from new Missive customer inquiries.
- Log Missive conversation summaries as notes in Bexio projects.
- Trigger invoice creation in Bexio based on Missive order confirmations.
- Send Bexio payment reminders via Missive to overdue clients.
- Update Bexio contact details based on Missive profile changes.
Can I filter Missive conversations based on specific keywords in Latenode?
Yes! Latenode allows you to use powerful filtering and conditional logic based on keywords found within Missive conversations.
Are there any limitations to the Missive and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API availability.
- Complex data transformations might require JavaScript knowledge.
- Integration performance depends on the rate limits of both APIs.
