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How to connect Lexoffice and Instantly
Create a New Scenario to Connect Lexoffice and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Lexoffice or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Lexoffice node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Lexoffice and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Lexoffice and Instantly (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 Instantly
Lexoffice + Instantly + Slack: When a new invoice is created in Lexoffice, a new lead is created in Instantly, and the sales team is notified via a Slack channel message.
Instantly + Lexoffice + Google Sheets: When a new lead is captured in Instantly, a new voucher is created in Lexoffice, and the lead's details are logged in a Google Sheet.
Lexoffice and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Lexoffice and Instantly
How can I connect my Lexoffice account to Instantly using Latenode?
To connect your Lexoffice account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after new leads in Instantly?
Yes, you can! Latenode lets you trigger Lexoffice invoice creation upon new Instantly leads, saving time. Plus, add complex conditions using JavaScript code for ultimate control.
What types of tasks can I perform by integrating Lexoffice with Instantly?
Integrating Lexoffice with Instantly allows you to perform various tasks, including:
- Automatically creating Lexoffice invoices from new Instantly leads.
- Updating contact information in Lexoffice based on Instantly data.
- Triggering Instantly campaigns from new Lexoffice customer data.
- Syncing payment statuses from Lexoffice to Instantly for campaign segmentation.
- Creating detailed reports combining data from both platforms.
How secure is my Lexoffice data when using Latenode integrations?
Latenode prioritizes data security. We use encryption and secure protocols to protect your Lexoffice and Instantly data during integration and processing.
Are there any limitations to the Lexoffice and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API limits of both Lexoffice and Instantly.
- Custom field mapping may require JavaScript coding for complex transformations.
- Large data transfers may impact workflow execution time.
