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How to connect Cloze and Lexoffice
Create a New Scenario to Connect Cloze and Lexoffice
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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Lexoffice will be your first step. To do this, click "Choose an app," find Cloze or Lexoffice, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Lexoffice Node
Next, click the plus (+) icon on the Cloze node, select Lexoffice from the list of available apps, and choose the action you need from the list of nodes within Lexoffice.
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Authenticate Lexoffice
Now, click the Lexoffice node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lexoffice settings. Authentication allows you to use Lexoffice through Latenode.
Configure the Cloze and Lexoffice 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 Cloze and Lexoffice 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 Cloze, Lexoffice, 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 Cloze and Lexoffice integration works as expected. Depending on your setup, data should flow between Cloze and Lexoffice (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and Lexoffice
Cloze + Lexoffice + Google Sheets: When a new contact is created or updated in Cloze, create a corresponding customer in Lexoffice. Then, add a row to a Google Sheet to track the new customer information for reporting.
Lexoffice + Cloze + Slack: When a new invoice is created in Lexoffice, find the corresponding contact in Cloze and then send a notification to a Slack channel to inform the sales team about the new invoice.
Cloze and Lexoffice integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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About Lexoffice
Automate accounting tasks by connecting Lexoffice to Latenode. Automatically create invoices, track expenses, or update customer data based on triggers from other apps. Latenode lets you build custom workflows around Lexoffice without code, adding features like advanced data validation or conditional logic that Lexoffice lacks natively.
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FAQ Cloze and Lexoffice
How can I connect my Cloze account to Lexoffice using Latenode?
To connect your Cloze account to Lexoffice on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Lexoffice accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Lexoffice invoices from new Cloze deals?
Yes, you can! Latenode's visual editor makes it easy to trigger invoice creation in Lexoffice whenever a deal reaches a specific stage in Cloze, saving you time and ensuring prompt billing.
What types of tasks can I perform by integrating Cloze with Lexoffice?
Integrating Cloze with Lexoffice allows you to perform various tasks, including:
- Create new Lexoffice customers from new Cloze contacts.
- Update customer information in Lexoffice from Cloze updates.
- Generate detailed sales reports using data from both platforms.
- Automatically reconcile payments in Lexoffice with Cloze deal stages.
- Send payment reminders to Cloze contacts based on Lexoffice data.
What Cloze triggers are available on Latenode?
Latenode supports triggers like new contacts, updated opportunities, and completed activities. Use these to start powerful automations!
Are there any limitations to the Cloze and Lexoffice integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom setup.
- Complex pricing structures in Lexoffice need advanced workflow logic.
- Real-time synchronization depends on Cloze and Lexoffice API availability.
