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Automatically trigger Simplesat surveys after a Lexoffice invoice is paid. Latenode's visual editor makes setup effortless, while affordable execution costs ensure scaling your feedback loop remains budget-friendly.
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Lexoffice
Simplesat
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Without restriction
Create a New Scenario to Connect Lexoffice and Simplesat
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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 Simplesat will be your first step. To do this, click "Choose an app," find Lexoffice or Simplesat, 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.
Lexoffice
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 Simplesat Node
Next, click the plus (+) icon on the Lexoffice node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
Lexoffice
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Simplesat
Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the Lexoffice and Simplesat 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 Simplesat Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
โ
Simplesat
Trigger on Webhook
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Lexoffice
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Lexoffice, Simplesat, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Lexoffice and Simplesat integration works as expected. Depending on your setup, data should flow between Lexoffice and Simplesat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Lexoffice + Simplesat + Slack: When a new invoice is created in Lexoffice, this automation retrieves corresponding customer feedback from Simplesat. It then sends a summary of the feedback, along with a link to the invoice, to a designated Slack channel.
Simplesat + Lexoffice + Google Sheets: This automation captures new customer feedback scores from Simplesat and retrieves corresponding customer data from Lexoffice. It then appends this combined data as a new row to a specified Google Sheets spreadsheet for analysis.
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 Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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How can I connect my Lexoffice account to Simplesat using Latenode?
To connect your Lexoffice account to Simplesat on Latenode, follow these steps:
Can I trigger Simplesat surveys upon Lexoffice invoice payment?
Yes, with Latenode! Automatically trigger Simplesat surveys when Lexoffice invoices are paid. Gain instant feedback and improve customer satisfaction with seamless automation.
What types of tasks can I perform by integrating Lexoffice with Simplesat?
Integrating Lexoffice with Simplesat allows you to perform various tasks, including:
How secure is connecting Lexoffice to Latenode for data processing?
Latenode uses secure protocols and encryption to protect your data during Lexoffice integrations, ensuring confidentiality.
Are there any limitations to the Lexoffice and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: