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How to connect Lexoffice and Sendy
Create a New Scenario to Connect Lexoffice and Sendy
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 Sendy will be your first step. To do this, click "Choose an app," find Lexoffice or Sendy, 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 Sendy Node
Next, click the plus (+) icon on the Lexoffice node, select Sendy from the list of available apps, and choose the action you need from the list of nodes within Sendy.
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Authenticate Sendy
Now, click the Sendy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendy settings. Authentication allows you to use Sendy through Latenode.
Configure the Lexoffice and Sendy 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 Sendy 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, Sendy, 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 Sendy integration works as expected. Depending on your setup, data should flow between Lexoffice and Sendy (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 Sendy
Lexoffice + Sendy + Slack: When a new invoice is created in Lexoffice, the customer's email is added as a subscriber to a specified list in Sendy. A Slack message is then sent to a designated channel to notify the team about the new subscriber.
Sendy + Lexoffice + Pipedrive: When a new subscriber is added to Sendy, a corresponding lead is created in Pipedrive. Information from Lexoffice can be manually used to follow up with invoices if they become customers.
Lexoffice and Sendy 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 Sendy
Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.
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See how Latenode works
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FAQ Lexoffice and Sendy
How can I connect my Lexoffice account to Sendy using Latenode?
To connect your Lexoffice account to Sendy 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 Sendy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Lexoffice customers to Sendy?
Yes, you can! Latenode enables instant synchronization of new Lexoffice customers into your Sendy lists, streamlining your marketing and saving valuable time with robust automation.
What types of tasks can I perform by integrating Lexoffice with Sendy?
Integrating Lexoffice with Sendy allows you to perform various tasks, including:
- Add new Lexoffice contacts as subscribers in Sendy.
- Update subscriber details in Sendy based on changes in Lexoffice.
- Trigger email campaigns in Sendy after invoice creation in Lexoffice.
- Segment Sendy subscribers based on Lexoffice customer data.
- Track campaign performance in Sendy and log data in Lexoffice.
Can I trigger Sendy campaigns from Lexoffice invoice statuses?
Yes! Using Latenode’s advanced workflow editor, trigger targeted campaigns based on invoice payments, enhancing customer communication efficiently.
Are there any limitations to the Lexoffice and Sendy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the APIs’ update frequency.
- Complex data transformations may require custom JavaScript code.
- Large data migrations could be subject to API rate limits.
