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Automatically trigger invoices in Bexio based on positive feedback received in Simplesat surveys. Latenodeβs visual editor simplifies the automation logic, and affordable execution-based pricing makes scaling customer satisfaction workflows easy.
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In the workspace, click the βCreate New Scenarioβ button.

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 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.

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

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.
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.

Simplesat
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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.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
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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Simplesat
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β
Iterator
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Webhook response
After configuring Simplesat, 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.
Run the scenario by clicking βRun onceβ 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.
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.
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.
Related categories
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 Simplesat account to Bexio using Latenode?
To connect your Simplesat account to Bexio on Latenode, follow these steps:
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:
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: