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How to connect Nimble and Bexio
Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or Bexio will be your first step. To do this, click "Choose an app," find Nimble or Bexio, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Nimble 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 Nimble 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 Nimble 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 Nimble, 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 Nimble and Bexio integration works as expected. Depending on your setup, data should flow between Nimble 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 Nimble and Bexio
Nimble + Bexio + Slack: When a new contact is created in Nimble, the automation checks if the contact already exists in Bexio. If not, it creates the contact in Bexio and sends a notification to a Slack channel.
Bexio + Nimble + Google Sheets: When an invoice is paid in Bexio, the automation logs the invoice details into a Google Sheet. It then updates the corresponding contact's information in Nimble.
Nimble and Bexio integration alternatives
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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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 Nimble and Bexio
How can I connect my Nimble account to Bexio using Latenode?
To connect your Nimble account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Nimble and click on "Connect".
- Authenticate your Nimble and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update customer data between Nimble and Bexio?
Yes, you can! Latenode lets you sync data bidirectionally, ensuring Nimble contacts match Bexio customers. This saves time and reduces errors, improving data quality across both systems.
What types of tasks can I perform by integrating Nimble with Bexio?
Integrating Nimble with Bexio allows you to perform various tasks, including:
- Create Bexio invoices automatically from new Nimble deals.
- Sync contact details between Nimble and Bexio in real time.
- Trigger Bexio payment reminders based on Nimble activity.
- Update Nimble deal stages when invoices are paid in Bexio.
- Log Bexio invoice details as notes in Nimble contacts.
How does Latenode handle data security between Nimble and Bexio?
Latenode uses advanced encryption and secure authentication, ensuring your data is protected during the Nimble and Bexio integration process.
Are there any limitations to the Nimble and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Nimble might require advanced configuration.
- Real-time sync depends on the API limits of both Nimble and Bexio.
- Very large data transfers may experience temporary performance delays.
