.svg){kind=icon}
How to connect Lexoffice and Vitally
Create a New Scenario to Connect Lexoffice and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Lexoffice or Vitally, 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.
+
1
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 Vitally Node
Next, click the plus (+) icon on the Lexoffice node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
1
Lexoffice
⚙
+
2
Vitally
Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Lexoffice and Vitally 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 Vitally 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Vitally
1
Trigger on Webhook
⚙
2
Lexoffice
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Lexoffice, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Lexoffice and Vitally (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 Vitally
Lexoffice + Vitally + Slack: When a new invoice is created in Lexoffice, this automation finds the corresponding user in Vitally and updates their data. It then sends a notification to a designated Slack channel to inform the sales team.
Vitally + Lexoffice + Pipedrive: When a Vitally customer reaches a predefined revenue milestone, an invoice is automatically created in Lexoffice. Additionally, a follow-up task is created in Pipedrive to ensure continued engagement and support for the customer.
Lexoffice and Vitally 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.
Related categories
About Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Lexoffice and Vitally
How can I connect my Lexoffice account to Vitally using Latenode?
To connect your Lexoffice account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally customer segments based on Lexoffice invoice data?
Yes, you can! Latenode’s visual editor makes it easy to sync Lexoffice invoice statuses with Vitally segments, ensuring your customer data is always accurate and up-to-date, improving customer success efforts.
What types of tasks can I perform by integrating Lexoffice with Vitally?
Integrating Lexoffice with Vitally allows you to perform various tasks, including:
- Create new Vitally users when new customers are added in Lexoffice.
- Update customer health scores in Vitally based on Lexoffice payment history.
- Trigger personalized email campaigns in Vitally for late Lexoffice invoices.
- Segment Vitally users based on Lexoffice subscription type.
- Automatically log Lexoffice invoice details in Vitally customer timelines.
HowsecureistheLexofficeintegrationonLatenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Lexoffice and Vitally data during integration and workflow execution.
Are there any limitations to the Lexoffice and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may take time depending on the data volume.
- Custom field mappings require careful configuration in the Latenode editor.
- Complex calculations might necessitate JavaScript code blocks.
