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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.
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Create a New Scenario to Connect NoCRM and Bexio
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
NoCRM
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.
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.
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.
Set Up the NoCRM and Bexio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Bexio
Trigger on Webhook
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NoCRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NoCRM, Bexio, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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.
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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.
Related categories
How can I connect my NoCRM account to Bexio using Latenode?
To connect your NoCRM account to Bexio on Latenode, follow these steps:
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:
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: