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How to connect Lexoffice and Contacts+
Create a New Scenario to Connect Lexoffice and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Lexoffice or Contacts+, 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.
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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 Contacts+ Node
Next, click the plus (+) icon on the Lexoffice node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Lexoffice and Contacts+ 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 Contacts+ 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 Lexoffice, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Lexoffice and Contacts+ (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Lexoffice and Contacts+
Lexoffice + Contacts+ + Google Sheets: When a new invoice is created in Lexoffice, a new contact is added to Contacts+ (if it doesn't already exist) and the invoice details are recorded in a Google Sheets spreadsheet for analysis.
Contacts+ + Lexoffice + Slack: When a new contact is created in Contacts+, this automation checks if the contact exists in Lexoffice by name. If the contact is not found in Lexoffice, a Slack message is sent as a reminder to create an invoice for the new contact.
Lexoffice and Contacts+ integration alternatives
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 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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See how Latenode works
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FAQ Lexoffice and Contacts+
How can I connect my Lexoffice account to Contacts+ using Latenode?
To connect your Lexoffice account to Contacts+ on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lexoffice and click on "Connect".
- Authenticate your Lexoffice and Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Contacts+ with new Lexoffice customer data?
Yes, you can! Latenode allows real-time syncs, ensuring your Contacts+ always reflects the latest Lexoffice customer info. Streamline data entry and improve data accuracy instantly.
What types of tasks can I perform by integrating Lexoffice with Contacts+?
Integrating Lexoffice with Contacts+ allows you to perform various tasks, including:
- Create new Contacts+ contacts from new Lexoffice customers.
- Update existing Contacts+ contacts with Lexoffice invoice data.
- Trigger thank-you emails via Contacts+ upon Lexoffice invoice payment.
- Segment Contacts+ lists based on Lexoffice customer purchase history.
- Synchronize contact details between Lexoffice and Contacts+ daily.
Can I trigger Lexoffice actions from events in Contacts+ on Latenode?
Yes, you can! Latenode's flexible workflow editor enables triggers based on Contacts+ events, automating actions in Lexoffice effortlessly.
Are there any limitations to the Lexoffice and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on API availability and rate limits.
- Custom field mappings require careful configuration.
