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How to connect Signnow and Bexio
Create a New Scenario to Connect Signnow 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 Signnow, triggered by another scenario, or executed manually (for testing purposes). In most cases, Signnow or Bexio will be your first step. To do this, click "Choose an app," find Signnow or Bexio, and select the appropriate trigger to start the scenario.
Add the Signnow Node
Select the Signnow node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Signnow 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 Signnow 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 Signnow 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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Save and Activate the Scenario
After configuring Signnow, 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 Signnow and Bexio integration works as expected. Depending on your setup, data should flow between Signnow 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 Signnow and Bexio
Signnow + Bexio + Slack: When a new event occurs in Signnow (e.g., a document is signed), an invoice is automatically created in Bexio, and a notification is sent to the finance team via Slack.
Bexio + Signnow + Google Drive: When a new sales invoice is created in Bexio, a contract is sent via Signnow, and upon signature, the document is archived in Google Drive.
Signnow and Bexio integration alternatives
About Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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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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See how Latenode works
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FAQ Signnow and Bexio
How can I connect my Signnow account to Bexio using Latenode?
To connect your Signnow account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Signnow and click on "Connect".
- Authenticate your Signnow and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio contacts upon Signnow document completion?
Yes, you can! Latenode lets you trigger Bexio updates whenever a Signnow document is completed. This ensures accurate contact data and reduces manual entry.
What types of tasks can I perform by integrating Signnow with Bexio?
Integrating Signnow with Bexio allows you to perform various tasks, including:
- Create a Bexio invoice when a Signnow contract is signed.
- Automatically update contact information in Bexio from Signnow profiles.
- Trigger a Bexio project creation upon Signnow agreement completion.
- Send signed documents from Signnow directly to Bexio contacts.
- Log document signing events in Bexio for audit trails.
How can I use JavaScript to enhance my Signnow + Bexio workflows?
Latenode allows you to use custom JavaScript code to transform data or add sophisticated logic beyond standard integrations.
Are there any limitations to the Signnow and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced conditional logic may require JavaScript coding.
- File size limitations apply for documents transferred between apps.
- Custom Signnow templates must be pre-configured in Signnow.
