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How to connect Lexoffice and Userback
Create a New Scenario to Connect Lexoffice and Userback
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 Userback will be your first step. To do this, click "Choose an app," find Lexoffice or Userback, 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 Userback Node
Next, click the plus (+) icon on the Lexoffice node, select Userback from the list of available apps, and choose the action you need from the list of nodes within Userback.
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Authenticate Userback
Now, click the Userback node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Userback settings. Authentication allows you to use Userback through Latenode.
Configure the Lexoffice and Userback 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 Userback 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, Userback, 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 Userback integration works as expected. Depending on your setup, data should flow between Lexoffice and Userback (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 Userback
Lexoffice + Userback + Slack: When a new invoice is created in Lexoffice, a feedback request is automatically created in Userback. A notification is then sent to the accounting team in Slack to inform them of the new invoice and the associated feedback request.
Userback + Lexoffice + Pipedrive: When negative feedback is received in Userback, a follow-up task is created in Pipedrive and assigned to the person in Pipedrive associated with the contact information from Lexoffice.
Lexoffice and Userback 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 Userback
Use Userback in Latenode to automate feedback loops. Collect user feedback, then trigger actions based on sentiment or keywords. Route bug reports, feature requests, and support queries directly into your workflows. Close the loop faster and with greater accuracy than standalone solutions.
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See how Latenode works
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FAQ Lexoffice and Userback
How can I connect my Lexoffice account to Userback using Latenode?
To connect your Lexoffice account to Userback 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 Userback accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Lexoffice invoices from Userback feedback?
Yes, you can! Latenode's visual editor allows you to trigger invoice creation in Lexoffice based on new Userback feedback. This ensures timely billing and better service tracking.
What types of tasks can I perform by integrating Lexoffice with Userback?
Integrating Lexoffice with Userback allows you to perform various tasks, including:
- Create new Lexoffice contacts from new Userback user profiles.
- Send invoice reminders based on Userback project completion status.
- Log Userback feedback as notes in Lexoffice customer records.
- Update Lexoffice customer details with Userback user information.
- Generate monthly financial reports based on completed Userback projects.
How does Latenode handle Lexoffice API rate limits?
Latenode automatically manages Lexoffice API rate limits, ensuring reliable data transfer and preventing workflow interruptions via smart queueing.
Are there any limitations to the Lexoffice and Userback integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Historical data migration from Lexoffice to Userback is not directly supported.
- Custom field mappings beyond standard fields require custom code.
