NoCRM and Bexio Integration

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Automatically create Bexio invoices from won NoCRM deals, ensuring seamless sales-to-accounting workflows. Latenode's visual editor simplifies complex logic, and affordable execution-based pricing makes scaling effortless.

Swap Apps

NoCRM

Bexio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Bexio

Create a New Scenario to Connect NoCRM and Bexio

In the workspace, click the β€œCreate 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Bexio will be your first step. To do this, click "Choose an app," find NoCRM or Bexio, and select the appropriate trigger to start the scenario.

Add the NoCRM Node

Select the NoCRM node from the app selection panel on the right.

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NoCRM

Configure the NoCRM

Click on the NoCRM node to configure it. You can modify the NoCRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect NoCRM

Sign In
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Run node once

Add the Bexio Node

Next, click the plus (+) icon on the NoCRM 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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NoCRM

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Bexio

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.

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Bexio

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Connect Bexio

Sign In
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Run node once

Configure the NoCRM 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.

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Connect Bexio

Bexio Oauth 2.0

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Change

Select an action *

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The action ID

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Run node once

Set Up the NoCRM 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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Webhook response

Save and Activate the Scenario

After configuring NoCRM, 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 β€œRun once” and triggering an event to check if the NoCRM and Bexio integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and Bexio

NoCRM + Bexio + Slack: When a new lead is created in NoCRM, the automation finds or creates a corresponding contact in Bexio. A notification is then sent to a designated Slack channel to alert the sales team.

Bexio + NoCRM + Google Sheets: When a new sales invoice is created in Bexio, the automation finds the corresponding lead in NoCRM and updates it with invoice details. The invoice information is then added to a Google Sheet for tracking.

NoCRM and Bexio integration alternatives

About NoCRM

Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.

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 NoCRM and Bexio

How can I connect my NoCRM account to Bexio using Latenode?

To connect your NoCRM account to Bexio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NoCRM and click on "Connect".
  • Authenticate your NoCRM and Bexio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Bexio invoices after closing a deal in NoCRM?

Yes, you can! Latenode allows real-time updates using webhooks and custom logic. Keep your financial records synchronized, saving you time and reducing manual data entry.

What types of tasks can I perform by integrating NoCRM with Bexio?

Integrating NoCRM with Bexio allows you to perform various tasks, including:

  • Automatically create new Bexio contacts from new NoCRM leads.
  • Update contact information in Bexio when a NoCRM lead is updated.
  • Generate invoices in Bexio when a deal is won in NoCRM.
  • Trigger email notifications via Latenode when invoices are created.
  • Synchronize product information between NoCRM and Bexio for accurate billing.

How can I use JavaScript to enhance my NoCRM and Bexio workflows?

Latenode lets you add custom JavaScript code to transform data, implement complex logic, or interact with APIs beyond standard integrations.

Are there any limitations to the NoCRM 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 NoCRM and Bexio.
  • Complex data transformations may require advanced JavaScript knowledge.
  • Historical data migration between NoCRM and Bexio requires manual setup.

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