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How to connect Lexoffice and Signnow
Create a New Scenario to Connect Lexoffice and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Lexoffice or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Lexoffice node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Lexoffice and Signnow 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 Signnow 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, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Lexoffice and Signnow (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 Signnow
Lexoffice + Signnow + Slack: When a new invoice is created in Lexoffice, a contract is sent via Signnow for signature. Upon sending the contract, a notification is sent to the accounting team in Slack to follow up on the signing process.
Signnow + Lexoffice + QuickBooks: When a document is signed in Signnow, an invoice is automatically created in Lexoffice. The customer information and payment are then created or updated in Quickbooks.
Lexoffice and Signnow 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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
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FAQ Lexoffice and Signnow
How can I connect my Lexoffice account to Signnow using Latenode?
To connect your Lexoffice account to Signnow 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 Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice signing after creation?
Yes, you can! With Latenode, automate invoice signing after Lexoffice creation. Automatically send new invoices via Signnow for immediate approval, saving time and ensuring compliance.
What types of tasks can I perform by integrating Lexoffice with Signnow?
Integrating Lexoffice with Signnow allows you to perform various tasks, including:
- Automatically sending invoices for signature upon creation in Lexoffice.
- Updating Lexoffice records once a document is signed in Signnow.
- Creating a log of signed documents directly within Lexoffice.
- Triggering payment reminders in Lexoffice after document signing.
- Archiving signed documents automatically in a designated Lexoffice folder.
Can I use JavaScript to manipulate Lexoffice data?
Yes! Latenode allows you to use JavaScript for custom data transformations between Lexoffice and other apps, adding unmatched flexibility to your workflows.
Are there any limitations to the Lexoffice and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting in Signnow might require custom adjustments.
- Real-time updates depend on the API rate limits of both Lexoffice and Signnow.
- Advanced Lexoffice reporting features might not be fully supported initially.
