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How to connect Motion and Bexio
Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or Bexio will be your first step. To do this, click "Choose an app," find Motion or Bexio, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Motion 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 Motion 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 Motion 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 Motion, 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 Motion and Bexio integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and Bexio
Motion + Bexio + Slack: When a task is completed in Motion, an invoice is automatically created in Bexio. Subsequently, a notification is sent to a designated Slack channel to inform the team about the new invoice.
Bexio + Motion + Google Calendar: When a new sales invoice is created in Bexio, a corresponding task is created in Motion to track project deadlines. An event is then created in Google Calendar to remind about the deadline.
Motion and Bexio integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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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 Motion and Bexio
How can I connect my Motion account to Bexio using Latenode?
To connect your Motion account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion 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 Motion projects?
Yes, you can! Latenode allows automated invoice creation, saving time. Use our no-code editor or JavaScript blocks for custom logic, ensuring accurate invoice generation.
What types of tasks can I perform by integrating Motion with Bexio?
Integrating Motion with Bexio allows you to perform various tasks, including:
- Create new Bexio contacts from Motion project collaborators.
- Update project status in Motion based on invoice payments in Bexio.
- Generate project reports in Motion based on Bexio financial data.
- Trigger Motion task creation when a new invoice is generated in Bexio.
- Sync Motion project budgets with Bexio expense tracking.
How do I handle errors when Motion fails to connect to Bexio on Latenode?
Latenode provides robust error handling. Use try/catch blocks or dedicated error-handling nodes to manage connection issues gracefully.
Are there any limitations to the Motion and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the API limits of both Motion and Bexio.
- Complex data transformations may require JavaScript coding.
- Initial setup requires familiarity with both Motion and Bexio APIs.
