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Automatically create Lexoffice invoices from won opportunities in Close CRM. Latenode's visual editor simplifies the process with no-code logic and affordable, execution-based pricing. Scale invoice automation easily by connecting these apps.
Connect Lexoffice and Close CRM in minutes with Latenode.
Create Lexoffice to Close CRM workflow
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Create a New Scenario to Connect Lexoffice and Close CRM
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 Lexoffice, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lexoffice or Close CRM will be your first step. To do this, click "Choose an app," find Lexoffice or Close CRM, and select the appropriate trigger to start the scenario.
Add the Lexoffice Node
Select the Lexoffice node from the app selection panel on the right.
Lexoffice
Configure the Lexoffice
Click on the Lexoffice node to configure it. You can modify the Lexoffice URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Lexoffice node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Lexoffice
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Lexoffice and Close CRM 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 Lexoffice and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Lexoffice
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Lexoffice, Close CRM, 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 Lexoffice and Close CRM integration works as expected. Depending on your setup, data should flow between Lexoffice and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Lexoffice + Slack + Close CRM: When a new invoice is created in Lexoffice, a notification is sent to a Slack channel. The Slack message includes a reminder to follow up with the client in Close CRM, encouraging proactive sales engagement.
Close CRM + Lexoffice + Google Sheets: When a deal is closed in Close CRM, an invoice draft is automatically created in Lexoffice. Additionally, deal details are recorded in a Google Sheet for reporting and analysis of successful deals.
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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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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How can I connect my Lexoffice account to Close CRM using Latenode?
To connect your Lexoffice account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from Lexoffice invoices?
Yes, you can! Latenode's visual editor makes it easy to trigger Close CRM lead creation whenever a new invoice is generated in Lexoffice, streamlining sales follow-up.
What types of tasks can I perform by integrating Lexoffice with Close CRM?
Integrating Lexoffice with Close CRM allows you to perform various tasks, including:
How secure is my Lexoffice data when using the Latenode integration?
Latenode uses secure authentication protocols and encrypts your data,ensuring your Lexoffice information is protected during the integration process.
Are there any limitations to the Lexoffice and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: