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How to connect Lexoffice and Systeme IO
Create a New Scenario to Connect Lexoffice and Systeme IO
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 Systeme IO will be your first step. To do this, click "Choose an app," find Lexoffice or Systeme IO, 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 Systeme IO Node
Next, click the plus (+) icon on the Lexoffice node, select Systeme IO from the list of available apps, and choose the action you need from the list of nodes within Systeme IO.
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Authenticate Systeme IO
Now, click the Systeme IO node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Systeme IO settings. Authentication allows you to use Systeme IO through Latenode.
Configure the Lexoffice and Systeme IO 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 Systeme IO 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, Systeme IO, 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 Systeme IO integration works as expected. Depending on your setup, data should flow between Lexoffice and Systeme IO (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 Systeme IO
Systeme IO + Lexoffice + Slack: When a new event occurs in Systeme IO (e.g., a new sale), a voucher is automatically created in Lexoffice to record the transaction. The finance team is then notified via a Slack channel message.
Systeme IO + Lexoffice + Mailchimp: When a new event occurs in Systeme IO (e.g., a new customer), a contact is created in Lexoffice. That contact is then added or updated as a subscriber in a specified Mailchimp list.
Lexoffice and Systeme IO 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 Systeme IO
Use Systeme IO in Latenode to automate marketing workflows. Connect it to other apps, process form data, and manage contacts in a visual builder. Unlike standalone setups, Latenode lets you add custom logic with JavaScript, enrich data, and scale automation without step limits. Perfect for complex marketing funnels.
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See how Latenode works
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FAQ Lexoffice and Systeme IO
How can I connect my Lexoffice account to Systeme IO using Latenode?
To connect your Lexoffice account to Systeme IO 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 Systeme IO accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon new Systeme IO sales?
Yes, with Latenode you can! Automatically create Lexoffice invoices from new Systeme IO sales. This saves time and ensures accurate accounting, scaling with your business needs thanks to Latenode's robust infrastructure.
What types of tasks can I perform by integrating Lexoffice with Systeme IO?
Integrating Lexoffice with Systeme IO allows you to perform various tasks, including:
- Create Lexoffice contacts from new Systeme IO student registrations.
- Generate Lexoffice invoices when new Systeme IO subscriptions start.
- Update Lexoffice customer data when Systeme IO profile details change.
- Send payment reminders via Systeme IO based on Lexoffice invoice statuses.
- Track Systeme IO sales performance in Lexoffice using custom reports.
How does Latenode handle Lexoffice API rate limits?
Latenode intelligently manages API calls, using queues and error handling to prevent rate limit issues, ensuring smooth data transfer.
Are there any limitations to the Lexoffice and Systeme IO integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Lexoffice may require custom JavaScript mapping.
- Real-time data synchronization depends on the APIs of both platforms.
- Very high volumes of transactions could require workflow optimization.
