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How to connect Knack and Lexoffice
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Lexoffice will be your first step. To do this, click "Choose an app," find Knack or Lexoffice, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Lexoffice Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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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Lexoffice
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Trigger on Webhook
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Knack
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Save and Activate the Scenario
After configuring Knack, 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 Knack and Lexoffice integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Lexoffice
Knack + Lexoffice + Slack: When a new customer entry is created in Knack, an invoice is automatically created in Lexoffice. A notification about the new invoice is then sent to a specified Slack channel.
Lexoffice + Knack + Airtable: When the status of an invoice is updated in Lexoffice, the corresponding customer record in Knack is updated. The invoice status and customer information are then recorded in Airtable.
Knack and Lexoffice integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and Lexoffice
How can I connect my Knack account to Lexoffice using Latenode?
To connect your Knack account to Lexoffice on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack 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 Knack orders?
Yes, you can! Latenode lets you automate invoice creation with a visual flow, saving time and ensuring accurate financial records. Plus, scale your processes using our built-in JavaScript and AI blocks.
What types of tasks can I perform by integrating Knack with Lexoffice?
Integrating Knack with Lexoffice allows you to perform various tasks, including:
- Create new Lexoffice contacts from Knack customer records.
- Update Lexoffice invoices when Knack order statuses change.
- Generate detailed sales reports combining data from both platforms.
- Automatically reconcile payments recorded in Lexoffice with Knack data.
- Trigger Lexoffice actions based on custom Knack events.
Can I use JavaScript to customize Knack + Lexoffice workflows?
Yes! Latenode allows for custom JavaScript code, extending Knack and Lexoffice integrations with complex logic and personalized functions.
Are there any limitations to the Knack and Lexoffice 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 API availability and rate limits.
- Some advanced Lexoffice features might not have direct integration blocks.
