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How to connect Lexoffice and JustCall
Create a New Scenario to Connect Lexoffice and JustCall
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 JustCall will be your first step. To do this, click "Choose an app," find Lexoffice or JustCall, 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 JustCall Node
Next, click the plus (+) icon on the Lexoffice node, select JustCall from the list of available apps, and choose the action you need from the list of nodes within JustCall.
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Authenticate JustCall
Now, click the JustCall node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JustCall settings. Authentication allows you to use JustCall through Latenode.
Configure the Lexoffice and JustCall 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 JustCall 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, JustCall, 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 JustCall integration works as expected. Depending on your setup, data should flow between Lexoffice and JustCall (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 JustCall
JustCall + Lexoffice + Pipedrive: When a new contact is created in JustCall, create a new contact in Pipedrive and also a new voucher in Lexoffice.
JustCall + Lexoffice + Google Sheets: When a new contact is created in JustCall, create a new voucher in Lexoffice and log the details in a Google Sheet.
Lexoffice and JustCall 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 JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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See how Latenode works
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FAQ Lexoffice and JustCall
How can I connect my Lexoffice account to JustCall using Latenode?
To connect your Lexoffice account to JustCall 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 JustCall accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update customer data between Lexoffice and JustCall?
Yes, you can! Latenode's visual editor makes it easy to sync data, ensuring consistent customer information across both platforms, saving time and improving data accuracy.
What types of tasks can I perform by integrating Lexoffice with JustCall?
Integrating Lexoffice with JustCall allows you to perform various tasks, including:
- Automatically create Lexoffice contacts from new JustCall call logs.
- Trigger JustCall SMS messages when a new invoice is created in Lexoffice.
- Update customer information in Lexoffice after a JustCall interaction.
- Log JustCall call details as notes within Lexoffice customer profiles.
- Send payment reminders via JustCall based on Lexoffice invoice statuses.
What Lexoffice data can I access and use within Latenodeworkflows?
You can access contacts, invoices, payments, and other key financial data to automate sales and customer support workflows with JustCall.
Are there any limitations to the Lexoffice and JustCall integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Real-time data synchronization depends on API availability and rate limits.
- Initial setup requires a basic understanding of both Lexoffice and JustCall APIs.
