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How to connect Lexoffice and pdfFiller
Create a New Scenario to Connect Lexoffice and pdfFiller
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 pdfFiller will be your first step. To do this, click "Choose an app," find Lexoffice or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Lexoffice node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
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Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the Lexoffice and pdfFiller 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 pdfFiller 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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Save and Activate the Scenario
After configuring Lexoffice, pdfFiller, 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 pdfFiller integration works as expected. Depending on your setup, data should flow between Lexoffice and pdfFiller (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 pdfFiller
Lexoffice + pdfFiller + Email: When a new invoice is created in Lexoffice, download the document, save it as a PDF in pdfFiller, and then email the PDF to the client.
pdfFiller + Lexoffice + Google Sheets: Upon submission of a new filled form in pdfFiller, extract relevant data and create a new row in Google Sheets. Then, update customer information in Lexoffice using the data from the form.
Lexoffice and pdfFiller 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 pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
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FAQ Lexoffice and pdfFiller
How can I connect my Lexoffice account to pdfFiller using Latenode?
To connect your Lexoffice account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate pdfFiller documents with Lexoffice invoice data?
Yes, you can! Latenode’s advanced data mapping easily transfers Lexoffice data to pdfFiller, saving time and ensuring accuracy with automated document creation and routing.
What types of tasks can I perform by integrating Lexoffice with pdfFiller?
Integrating Lexoffice with pdfFiller allows you to perform various tasks, including:
- Automatically create invoices in Lexoffice from filled pdfFiller forms.
- Generate and send contracts using pdfFiller when a new customer is added to Lexoffice.
- Archive signed pdfFiller documents directly to a specific Lexoffice project.
- Update customer details in Lexoffice based on information submitted via pdfFiller forms.
- Trigger invoice payments in Lexoffice upon pdfFiller document completion.
What level of technical skill is needed to integrate Lexoffice on Latenode?
Latenode's visual interface enables no-code integration. However, JavaScript blocks provide flexibility for advanced users.
Are there any limitations to the Lexoffice and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript knowledge.
- Large file processing may be subject to API rate limits of Lexoffice/pdfFiller.
- Real-time data synchronization depends on the API availability of both services.
