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How to connect Moco and Bexio
Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or Bexio will be your first step. To do this, click "Choose an app," find Moco or Bexio, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Moco 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 Moco 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 Moco 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 Moco, 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 Moco and Bexio integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and Bexio
Moco + Bexio + Slack: When a new project is created in Moco, a corresponding project is created in Bexio. Subsequently, a notification is sent to the project manager in Slack via a direct message.
Bexio + Moco + Google Calendar: When a new sales invoice is created in Bexio, a reminder is created in Google Calendar. The project in Moco associated with that invoice is then updated.
Moco and Bexio integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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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 Moco and Bexio
How can I connect my Moco account to Bexio using Latenode?
To connect your Moco account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from Moco time entries?
Yes, you can! Latenode's visual editor simplifies this automation, allowing you to instantly generate invoices in Bexio based on tracked time in Moco, saving time and reducing manual data entry.
What types of tasks can I perform by integrating Moco with Bexio?
Integrating Moco with Bexio allows you to perform various tasks, including:
- Create new Bexio contacts from new Moco clients.
- Update project budgets in Bexio based on Moco time tracking data.
- Automatically send invoice reminders in Bexio based on Moco project completion.
- Synchronize employee data between Moco and Bexio.
- Generate financial reports combining Moco and Bexio data.
Can I use JavaScript within my Moco and Bexio automations?
Yes! Latenode enables you to use JavaScript code within your workflows to extend the integration and customize the data transformation process.
Are there any limitations to the Moco and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require manual setup.
- Complex custom field mappings might need JavaScript code.
- Real-time synchronization depends on Moco and Bexio API availability.
