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How to connect Softr and Bexio
Create a New Scenario to Connect Softr 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 Softr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Softr or Bexio will be your first step. To do this, click "Choose an app," find Softr or Bexio, and select the appropriate trigger to start the scenario.
Add the Softr Node
Select the Softr node from the app selection panel on the right.
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Add the Bexio Node
Next, click the plus (+) icon on the Softr 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 Softr 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 Softr 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 Softr, 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 Softr and Bexio integration works as expected. Depending on your setup, data should flow between Softr 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 Softr and Bexio
Softr + Bexio + Airtable: When a new form is submitted in Softr, a new contact is created in Bexio, and the submission data is stored as a new record in Airtable for reporting purposes.
Bexio + Softr + Slack: When a new sales invoice is paid in Bexio, the corresponding user's data in Softr is updated and a notification is sent to a specified Slack channel to inform the sales team.
Softr and Bexio integration alternatives
About Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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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 Softr and Bexio
How can I connect my Softr account to Bexio using Latenode?
To connect your Softr account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Softr and click on "Connect".
- Authenticate your Softr and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio invoices from Softr orders?
Yes, you can! Latenode lets you sync data between Softr and Bexio, automatically updating invoices with new orders. Centralize your sales and accounting data for better financial oversight.
What types of tasks can I perform by integrating Softr with Bexio?
Integrating Softr with Bexio allows you to perform various tasks, including:
- Create new Bexio contacts from new Softr form submissions.
- Automatically generate invoices in Bexio for Softr orders.
- Update contact information in Bexio when it changes in Softr.
- Send personalized email confirmations via Softr upon invoice payment in Bexio.
- Track project profitability by linking Softr projects to Bexio accounting.
How can I use Softr data to trigger specific actions within Bexio?
Latenode allows you to create workflows that monitor Softr for specific events and trigger corresponding actions in Bexio, automating key business processes with precision.
Are there any limitations to the Softr and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time synchronization depends on the API rate limits of both Softr and Bexio.
- Some advanced Bexio modules may not have direct integration support yet.
