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How to connect Delighted and Lexoffice
Create a New Scenario to Connect Delighted 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 Delighted, triggered by another scenario, or executed manually (for testing purposes). In most cases, Delighted or Lexoffice will be your first step. To do this, click "Choose an app," find Delighted or Lexoffice, and select the appropriate trigger to start the scenario.
Add the Delighted Node
Select the Delighted node from the app selection panel on the right.
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Configure the Delighted
Click on the Delighted node to configure it. You can modify the Delighted 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 Delighted 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 Delighted 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 Delighted 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 Delighted, 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 Delighted and Lexoffice integration works as expected. Depending on your setup, data should flow between Delighted 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 Delighted and Lexoffice
Delighted + Lexoffice + Slack: When a customer submits a low rating via Delighted, a task is created in Lexoffice to review their billing. A notification is then sent to the finance team in Slack.
Lexoffice + Delighted + Pipedrive: When an invoice is paid in Lexoffice, a satisfaction survey is sent via Delighted. The corresponding deal stage in Pipedrive is then updated.
Delighted and Lexoffice integration alternatives
About Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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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 Delighted and Lexoffice
How can I connect my Delighted account to Lexoffice using Latenode?
To connect your Delighted account to Lexoffice on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Delighted and click on "Connect".
- Authenticate your Delighted and Lexoffice accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger invoice creation after positive feedback?
Yes, trigger Lexoffice invoice creation upon receiving positive Delighted feedback! Latenode's visual editor simplifies this automation, saving you time and ensuring prompt invoicing.
What types of tasks can I perform by integrating Delighted with Lexoffice?
Integrating Delighted with Lexoffice allows you to perform various tasks, including:
- Automatically create invoices in Lexoffice after receiving positive feedback.
- Update customer information in Lexoffice based on Delighted survey responses.
- Send thank-you notes via Delighted after a new invoice is paid in Lexoffice.
- Track customer satisfaction scores alongside financial data in a spreadsheet.
- Create Lexoffice contacts for new Delighted survey respondents.
Can I use custom logic to filter Delighted feedback on Latenode?
Yes! Latenode allows custom JavaScript logic to filter Delighted feedback, ensuring Lexoffice actions are triggered only for relevant responses.
Are there any limitations to the Delighted and Lexoffice integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript coding.
- Real-time syncing depends on the API rate limits of Delighted and Lexoffice.
- Historical data migration requires manual setup and processing.
