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How to connect Qwilr and Bexio
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or Bexio will be your first step. To do this, click "Choose an app," find Qwilr or Bexio, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Qwilr 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 Qwilr 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 Qwilr 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 Qwilr, 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 Qwilr and Bexio integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and Bexio
Qwilr + Bexio + Slack: When a Qwilr page is accepted, create a sales invoice in Bexio and then notify a Slack channel about the new invoice.
Bexio + Qwilr + Pipedrive: When a new invoice is created in Bexio, a Qwilr page is created using a template, and a new deal is added to Pipedrive, pre-filled with customer data.
Qwilr and Bexio integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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 Qwilr and Bexio
How can I connect my Qwilr account to Bexio using Latenode?
To connect your Qwilr account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from accepted Qwilr quotes?
Yes, you can! Latenode automates invoice creation, saving time. Triggered by Qwilr, it creates Bexio invoices instantly—no manual data entry needed, ensuring accuracy and efficiency.
What types of tasks can I perform by integrating Qwilr with Bexio?
Integrating Qwilr with Bexio allows you to perform various tasks, including:
- Automatically creating a Bexio contact from a new Qwilr client.
- Updating Bexio project status when a Qwilr quote is accepted.
- Creating a Bexio invoice upon Qwilr quote acceptance.
- Syncing product information between Qwilr and Bexio.
- Sending notifications on successful quote-to-invoice conversion.
HowdoIhandleQwilrquoteapprovalnotificationsinLatenode?
Use Latenode's webhook trigger for Qwilr quote approvals. Configure actions to notify your team via Slack or email instantly.
Are there any limitations to the Qwilr and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr quote structures may require custom JavaScript for complete data mapping.
- Real-time synchronization depends on the API request limits of both Qwilr and Bexio.
- Certain advanced Bexio invoice settings may not be directly configurable through the integration.
