Simplesat and Bexio Integration

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Automatically trigger invoices in Bexio based on positive feedback received in Simplesat surveys. Latenode’s visual editor simplifies the automation logic, and affordable execution-based pricing makes scaling customer satisfaction workflows easy.

Simplesat + Bexio integration

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Simplesat

Bexio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Simplesat and Bexio

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

Add the Simplesat Node

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

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Simplesat

Configure the Simplesat

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

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Connect Simplesat

Sign In
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Run node once

Add the Bexio Node

Next, click the plus (+) icon on the Simplesat 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.

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Run node once

Configure the Simplesat 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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The action ID

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Run node once

Set Up the Simplesat 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 Simplesat, 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 Simplesat and Bexio integration works as expected. Depending on your setup, data should flow between Simplesat 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 Simplesat and Bexio

Simplesat + Slack: When a new negative answer is received in Simplesat, a message is sent to a designated Slack channel to alert the support team for immediate follow-up.

Bexio + Simplesat + HubSpot: After a sales invoice is paid in Bexio, a customer satisfaction survey is sent via Simplesat. The contact details in HubSpot are then updated based on the survey response.

Simplesat and Bexio integration alternatives

About Simplesat

Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.

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 Simplesat and Bexio

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

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

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

Can I trigger Bexio invoice creation from positive Simplesat feedback?

Yes, with Latenode! Automatically create Bexio invoices when you receive positive feedback in Simplesat. This eliminates manual data entry and streamlines your billing process, saving you time.

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

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

  • Create Bexio invoices based on positive Simplesat feedback scores.
  • Update customer details in Bexio when new Simplesat surveys are completed.
  • Send personalized thank-you notes via Simplesat for paid Bexio invoices.
  • Trigger follow-up surveys in Simplesat after a specific period post-invoice.
  • Log all Simplesat feedback in Bexio as customer relationship notes.

Can I use custom fields from Simplesat in my Bexio workflows?

Yes! Latenode provides advanced data mapping, enabling you to utilize custom Simplesat fields within your Bexio workflows, ensuring data accuracy.

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

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

  • Historical data migration between Simplesat and Bexio is not supported.
  • Complex Bexio invoice customization requires advanced JavaScript knowledge.
  • Real-time synchronization depends on Simplesat's and Bexio's API availability.

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