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Automatically create Lexoffice invoices from CloudTalk call data using Latenode's visual editor. Streamline billing, reduce manual entry, and scale your financial workflows affordably with flexible, no-code automation.
Connect Lexoffice and CloudTalk in minutes with Latenode.
Create Lexoffice to CloudTalk workflow
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Create a New Scenario to Connect Lexoffice and CloudTalk
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 CloudTalk will be your first step. To do this, click "Choose an app," find Lexoffice or CloudTalk, 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 CloudTalk Node
Next, click the plus (+) icon on the Lexoffice node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Lexoffice
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CloudTalk
Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Lexoffice and CloudTalk 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 CloudTalk 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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CloudTalk
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, CloudTalk, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Lexoffice and CloudTalk integration works as expected. Depending on your setup, data should flow between Lexoffice and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
CloudTalk + Lexoffice + Slack: When a new call is received in CloudTalk, search for the associated customer voucher in Lexoffice. If found, send a message to a Slack channel with the customer and voucher details.
CloudTalk + Lexoffice + Pipedrive: When a new contact is created in CloudTalk (after a call), create a new person in Pipedrive. Then, retrieve the customer's financial information from Lexoffice and add it as a note to the newly created Pipedrive person.
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.
Related categories
About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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How can I connect my Lexoffice account to CloudTalk using Latenode?
To connect your Lexoffice account to CloudTalk on Latenode, follow these steps:
Can I automatically update Lexoffice with new CloudTalk call data?
Yes, you can! With Latenode, automatically update Lexoffice invoices based on CloudTalk call outcomes. Keep your records synchronized, saving time and improving accuracy.
What types of tasks can I perform by integrating Lexoffice with CloudTalk?
Integrating Lexoffice with CloudTalk allows you to perform various tasks, including:
Can I use JavaScript to customize my Lexoffice CloudTalk integration?
Yes! Latenode's JavaScript support lets you add custom logic and tailor the Lexoffice and CloudTalk integration to your precise needs.
Are there any limitations to the Lexoffice and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: