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How to connect Lexoffice and NoCRM
Create a New Scenario to Connect Lexoffice and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Lexoffice or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the Lexoffice node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Lexoffice and NoCRM 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 NoCRM 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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Lexoffice and NoCRM (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 NoCRM
NoCRM + Lexoffice + Slack: When a new lead is created in NoCRM, it automatically creates a customer or contact in Lexoffice and sends a notification to the sales team in a designated Slack channel.
NoCRM + Lexoffice + Google Sheets: When a lead's status changes in NoCRM, an invoice is created in Lexoffice, and the deal information is logged in Google Sheets.
Lexoffice and NoCRM 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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
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FAQ Lexoffice and NoCRM
How can I connect my Lexoffice account to NoCRM using Latenode?
To connect your Lexoffice account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update invoice statuses in NoCRM?
Yes, you can! Latenode allows real-time sync, triggering updates in NoCRM whenever an invoice status changes in Lexoffice, streamlining sales tracking and reporting.
What types of tasks can I perform by integrating Lexoffice with NoCRM?
Integrating Lexoffice with NoCRM allows you to perform various tasks, including:
- Create new NoCRM leads from Lexoffice invoices.
- Automatically update customer data in NoCRM.
- Trigger invoice creation in Lexoffice from NoCRM deals.
- Send payment reminders via NoCRM based on Lexoffice data.
- Generate reports combining sales and financial data.
CanItransferLexofficecontactstoNoCRMinrealtime?
Yes, with Latenode's flexible workflow design, you can automatically sync new or updated Lexoffice contacts directly to NoCRM, saving time and improving data accuracy.
Are there any limitations to the Lexoffice and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Lexoffice and NoCRM APIs apply.
- Historical data migration requires manual setup.
