RD Station and Bexio Integration

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Sync RD Station leads with Bexio contacts for streamlined sales. Latenode’s visual editor simplifies complex logic, while affordable execution-based pricing scales with your success. Automate custom nurturing campaigns using JavaScript.

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RD Station

Bexio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Bexio

Create a New Scenario to Connect RD Station 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Bexio will be your first step. To do this, click "Choose an app," find RD Station or Bexio, and select the appropriate trigger to start the scenario.

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

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

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RD Station

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Connect RD Station

Sign In

Run node once

Add the Bexio Node

Next, click the plus (+) icon on the RD Station 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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RD Station

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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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RD Station

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Bexio

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Connect Bexio

Sign In

Run node once

Configure the RD Station 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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Select an action *

Select

Map

The action ID

Run node once

Set Up the RD Station 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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Bexio

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring RD Station, 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 RD Station and Bexio integration works as expected. Depending on your setup, data should flow between RD Station 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 RD Station and Bexio

RD Station + Bexio + Slack: When a new lead is qualified (converted) in RD Station, a new contact is created in Bexio. Then, a notification is sent to a specified Slack channel to inform the sales team about the new contact.

Bexio + RD Station + Google Sheets: When an invoice is paid in Bexio, the lead status is updated in RD Station to 'Won Deal', and the payment information is logged in a Google Sheets spreadsheet for tracking and reporting.

RD Station and Bexio integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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 RD Station and Bexio

How can I connect my RD Station account to Bexio using Latenode?

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

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

Can I update Bexio contacts with new RD Station leads?

Yes, you can! Latenode's visual editor simplifies mapping RD Station lead data to Bexio contacts, ensuring your customer information stays synchronized and up-to-date.

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

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

  • Automatically create new Bexio contacts from RD Station leads.
  • Update contact information in Bexio based on RD Station activity.
  • Trigger Bexio invoices when a lead reaches a specific stage in RD Station.
  • Sync RD Station lead scores with custom fields in Bexio.
  • Send personalized emails via RD Station upon Bexio invoice payment.

Can I use JavaScript to transform data between RD Station and Bexio?

Yes! Latenode's JavaScript blocks let you customize data transformation for advanced integrations beyond simple field mapping.

Are there any limitations to the RD Station and Bexio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript knowledge.
  • Real-time data synchronization depends on the API rate limits of RD Station and Bexio.
  • Custom object support depends on the specific RD Station and Bexio API capabilities.

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