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How to connect Lexoffice and LiveChat
Create a New Scenario to Connect Lexoffice and LiveChat
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 LiveChat will be your first step. To do this, click "Choose an app," find Lexoffice or LiveChat, 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 LiveChat Node
Next, click the plus (+) icon on the Lexoffice node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Lexoffice and LiveChat 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 LiveChat 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, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between Lexoffice and LiveChat (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 LiveChat
LiveChat + Slack + Lexoffice: When a chat thread is tagged with 'invoice' in LiveChat, a notification is sent to a Slack channel reminding the finance team to check Lexoffice for related invoices.
LiveChat + Lexoffice + Gmail: At the end of a LiveChat conversation, a summary of the interaction is sent to Lexoffice to log the interaction and then emailed to the customer for their records.
Lexoffice and LiveChat 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 LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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See how Latenode works
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FAQ Lexoffice and LiveChat
How can I connect my Lexoffice account to LiveChat using Latenode?
To connect your Lexoffice account to LiveChat 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 LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Lexoffice invoices from LiveChat conversations?
Yes, you can! Latenode enables automated invoice creation in Lexoffice based on triggers from LiveChat, saving time and improving accuracy. Leverage flexible no-code blocks and JavaScript steps.
What types of tasks can I perform by integrating Lexoffice with LiveChat?
Integrating Lexoffice with LiveChat allows you to perform various tasks, including:
- Create new Lexoffice customers from new LiveChat contacts.
- Send invoice payment reminders via LiveChat.
- Log LiveChat transcripts as notes in Lexoffice.
- Update customer information in Lexoffice based on LiveChat data.
- Trigger LiveChat notifications for new Lexoffice invoices.
How do I handle errors from the Lexoffice API within Latenode workflows?
Latenode provides robust error handling. Use try/catch blocks or conditional logic to manage Lexoffice API errors and ensure workflow reliability.
Are there any limitations to the Lexoffice and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Lexoffice data structures may require custom JavaScript for parsing.
- LiveChat API rate limits can impact high-volume workflows.
- Some advanced Lexoffice features may not have direct Latenode components.
