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How to connect Monday and Bexio
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Bexio will be your first step. To do this, click "Choose an app," find Monday or Bexio, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Bexio integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Bexio
Monday + Bexio + Slack: When a specific column is updated in Monday (e.g., project status changed to 'Complete'), create an invoice in Bexio. Then, send a notification to the accounting team in Slack about the new invoice.
Bexio + Monday + Google Sheets: When a new sales invoice is created in Bexio, create an item in a specified Monday.com board. Then, add a row to a Google Sheet to track the invoice details for reporting purposes.
Monday and Bexio integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Bexio
How can I connect my Monday account to Bexio using Latenode?
To connect your Monday account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday 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 Monday project completions?
Yes, you can! Latenode's visual editor lets you automate invoice creation, reducing manual data entry and ensuring accurate, timely billing based on project status changes in Monday.
What types of tasks can I perform by integrating Monday with Bexio?
Integrating Monday with Bexio allows you to perform various tasks, including:
- Create new Bexio contacts from updated Monday lead information.
- Generate Bexio invoices when Monday project status changes to "completed".
- Synchronize project task deadlines between Monday and Bexio.
- Update Monday project budgets based on Bexio expense reports.
- Send Bexio payment reminders triggered by Monday task notifications.
Can I use Javascript code to transform data between Monday and Bexio?
Yes! Latenode supports custom Javascript functions for complex data transformations, providing flexibility beyond standard no-code integrations.
Are there any limitations to the Monday and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of both Monday and Bexio.
- Complex data relationships may require custom JavaScript for advanced transformations.
- Attachments from Monday may require additional processing for compatibility with Bexio.
