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How to connect Contacts+ and Lexoffice
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Lexoffice will be your first step. To do this, click "Choose an app," find Contacts+ or Lexoffice, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Lexoffice Node
Next, click the plus (+) icon on the Contacts+ 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 Contacts+ 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 Contacts+ 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Contacts+, 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 Contacts+ and Lexoffice integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Lexoffice
Contacts+ + Lexoffice + Google Sheets: When a new contact is created in Contacts+, an invoice is automatically created in Lexoffice. The details of the created invoice are then logged into a Google Sheets spreadsheet for tracking and record-keeping.
Lexoffice + Contacts+ + Mailchimp: Whenever a new customer is added to Lexoffice, their information is also added to Contacts+. Then, the customer is automatically subscribed to a customer newsletter in Mailchimp.
Contacts+ and Lexoffice integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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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See how Latenode works
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FAQ Contacts+ and Lexoffice
How can I connect my Contacts+ account to Lexoffice using Latenode?
To connect your Contacts+ account to Lexoffice on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Lexoffice accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Contacts+ contacts to Lexoffice automatically?
Yes, you can! Latenode's real-time triggers ensure every new Contacts+ contact instantly creates a Lexoffice customer record. This eliminates manual data entry, saving time and reducing errors.
What types of tasks can I perform by integrating Contacts+ with Lexoffice?
Integrating Contacts+ with Lexoffice allows you to perform various tasks, including:
- Automatically create Lexoffice customers from new Contacts+ contacts.
- Update customer details in Lexoffice when Contacts+ data changes.
- Generate invoices in Lexoffice for specific Contacts+ contact segments.
- Trigger personalized email campaigns via Contacts+ upon invoice creation.
- Consolidate contact data for enhanced reporting and analysis.
How secure is connecting Contacts+ to Lexoffice through Latenode?
Latenode uses advanced encryption and security protocols, ensuring your Contacts+ and Lexoffice data is protected during transfer and at rest.
Are there any limitations to the Contacts+ and Lexoffice integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Rate limits of the Contacts+ and Lexoffice APIs apply.
- Real-time sync depends on the responsiveness of the APIs.
