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How to connect Lexoffice and Ortto
Create a New Scenario to Connect Lexoffice and Ortto
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 Ortto will be your first step. To do this, click "Choose an app," find Lexoffice or Ortto, 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 Ortto Node
Next, click the plus (+) icon on the Lexoffice node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
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Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the Lexoffice and Ortto 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 Ortto 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, Ortto, 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 Ortto integration works as expected. Depending on your setup, data should flow between Lexoffice and Ortto (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 Ortto
Lexoffice + Ortto + Slack: When a new invoice is created in Lexoffice, the corresponding customer profile is updated or created in Ortto. A notification is then sent to a Slack channel to inform the team.
Ortto + Lexoffice + Pipedrive: When a lead converts in Ortto and becomes a customer, a new customer is created in Lexoffice and a deal is created in Pipedrive to track potential sales.
Lexoffice and Ortto 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 Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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See how Latenode works
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FAQ Lexoffice and Ortto
How can I connect my Lexoffice account to Ortto using Latenode?
To connect your Lexoffice account to Ortto 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 Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Lexoffice invoices with Ortto customer profiles?
Yes, you can! Latenode lets you automate data sync, updating Ortto profiles with Lexoffice invoice details, creating targeted segments based on purchase history. This personalizes marketing and boosts sales.
What types of tasks can I perform by integrating Lexoffice with Ortto?
Integrating Lexoffice with Ortto allows you to perform various tasks, including:
- Create Ortto segments based on Lexoffice invoice payment status.
- Trigger personalized email campaigns in Ortto for new Lexoffice customers.
- Update customer contact information in Ortto from Lexoffice entries.
- Automatically enroll new Lexoffice customers into Ortto onboarding journeys.
- Send SMS notifications via Ortto for upcoming Lexoffice invoice due dates.
How secure is connecting Lexoffice to Latenode?
Latenode uses secure authentication and encryption to protect your Lexoffice data, ensuring safe and reliable automation. Data privacy is our priority.
Are there any limitations to the Lexoffice and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup.
- Complex data transformations might need custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both apps.
