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How to connect Lexoffice and Missive
Create a New Scenario to Connect Lexoffice and Missive
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 Missive will be your first step. To do this, click "Choose an app," find Lexoffice or Missive, 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 Missive Node
Next, click the plus (+) icon on the Lexoffice node, select Missive from the list of available apps, and choose the action you need from the list of nodes within Missive.
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Authenticate Missive
Now, click the Missive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Missive settings. Authentication allows you to use Missive through Latenode.
Configure the Lexoffice and Missive 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 Missive 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, Missive, 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 Missive integration works as expected. Depending on your setup, data should flow between Lexoffice and Missive (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 Missive
Lexoffice + Slack + Missive: When a new invoice is created in Lexoffice, a notification is sent to a Slack channel. Key invoice details are then posted to a Missive conversation for team review and discussion.
Missive + Google Sheets + Lexoffice: When a new contact is created in Missive, their information is added as a new row in Google Sheets. This new row then triggers the creation of a new voucher (invoice) in Lexoffice associated with that contact.
Lexoffice and Missive 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 Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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See how Latenode works
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FAQ Lexoffice and Missive
How can I connect my Lexoffice account to Missive using Latenode?
To connect your Lexoffice account to Missive 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 Missive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Missive with new Lexoffice invoices?
Yes, you can! With Latenode, trigger updates in Missive when new invoices are created in Lexoffice. Benefit from real-time notifications and improved team collaboration, thanks to our visual workflow builder.
What types of tasks can I perform by integrating Lexoffice with Missive?
Integrating Lexoffice with Missive allows you to perform various tasks, including:
- Create Missive conversations for new Lexoffice customers automatically.
- Send invoice payment reminders via Missive based on Lexoffice data.
- Log support interactions in Missive against Lexoffice customer profiles.
- Generate reports on customer communication based on Lexoffice sales data.
- Archive Missive conversations when Lexoffice invoices are fully paid.
Can I use JavaScript to transform Lexoffice data in Latenode?
Yes! Latenode allows custom JavaScript functions to reshape Lexoffice data before using it in Missive, making advanced data transformations easy.
Are there any limitations to the Lexoffice and Missive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Lexoffice and Missive APIs may affect performance.
- Complex data transformations might require JavaScript knowledge.
- Custom objects in Lexoffice may not be directly accessible.
