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How to connect Lexoffice and GoCanvas
Create a New Scenario to Connect Lexoffice and GoCanvas
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 GoCanvas will be your first step. To do this, click "Choose an app," find Lexoffice or GoCanvas, 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 GoCanvas Node
Next, click the plus (+) icon on the Lexoffice node, select GoCanvas from the list of available apps, and choose the action you need from the list of nodes within GoCanvas.
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Authenticate GoCanvas
Now, click the GoCanvas node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your GoCanvas settings. Authentication allows you to use GoCanvas through Latenode.
Configure the Lexoffice and GoCanvas 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 GoCanvas 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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GoCanvas
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Trigger on Webhook
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Lexoffice
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Save and Activate the Scenario
After configuring Lexoffice, GoCanvas, 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 GoCanvas integration works as expected. Depending on your setup, data should flow between Lexoffice and GoCanvas (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 GoCanvas
GoCanvas + Lexoffice + Google Sheets: When a new submission is received in GoCanvas, a corresponding voucher is created in Lexoffice. The details of the voucher, including the voucher ID, are then added as a new row in Google Sheets for reporting purposes.
GoCanvas + Lexoffice + Slack: When a new form submission is created in GoCanvas, a customer (voucher) is generated in Lexoffice, and a message is sent to a designated Slack channel to notify the accounting team of the new customer.
Lexoffice and GoCanvas 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 GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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See how Latenode works
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FAQ Lexoffice and GoCanvas
How can I connect my Lexoffice account to GoCanvas using Latenode?
To connect your Lexoffice account to GoCanvas 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 GoCanvas accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after form submission?
Yes! Latenode allows you to automatically create Lexoffice invoices from GoCanvas submissions. Automate workflows visually, add custom logic, and save time on manual data entry.
What types of tasks can I perform by integrating Lexoffice with GoCanvas?
Integrating Lexoffice with GoCanvas allows you to perform various tasks, including:
- Creating Lexoffice invoices automatically after a GoCanvas form is submitted.
- Updating customer information in Lexoffice when new GoCanvas data arrives.
- Generating financial reports in Lexoffice using data collected from GoCanvas.
- Triggering GoCanvas form submissions based on Lexoffice payment statuses.
- Sending payment reminders via GoCanvas based on Lexoffice invoice due dates.
How does Latenode handle Lexoffice data security?
Latenode uses secure authentication and encryption methods, ensuring your Lexoffice data remains private and protected throughout the integration process.
Are there any limitations to the Lexoffice and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Lexoffice and GoCanvas.
- Support for certain legacy Lexoffice or GoCanvas features may be limited.
