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Automatically send payment reminders from Lexoffice via WhatsApp Personal Account. Latenode's visual editor makes setup easy, and you can scale affordably thanks to pay-by-execution pricing. Perfect for automating invoice follow-ups.
Connect Lexoffice and WhatsApp Personal Account in minutes with Latenode.
Create Lexoffice to WhatsApp Personal Account workflow
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Create a New Scenario to Connect Lexoffice and WhatsApp Personal Account
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 WhatsApp Personal Account will be your first step. To do this, click "Choose an app," find Lexoffice or WhatsApp Personal Account, 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 WhatsApp Personal Account Node
Next, click the plus (+) icon on the Lexoffice node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.
Lexoffice
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WhatsApp Personal Account
Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the Lexoffice and WhatsApp Personal Account 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 WhatsApp Personal Account Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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WhatsApp Personal Account
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, WhatsApp Personal Account, 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 WhatsApp Personal Account integration works as expected. Depending on your setup, data should flow between Lexoffice and WhatsApp Personal Account (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Lexoffice + Google Sheets + WhatsApp Personal Account: When a new voucher is created in Lexoffice, its details are added as a new row in Google Sheets. A daily summary of new vouchers is then sent via WhatsApp.
Lexoffice + WhatsApp Personal Account + Slack: When a new voucher is created in Lexoffice, a reminder is sent via WhatsApp. If the message isn't read after a specified time, a notification is sent to the accounting team in Slack.
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 WhatsApp Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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How can I connect my Lexoffice account to WhatsApp Personal Account using Latenode?
To connect your Lexoffice account to WhatsApp Personal Account on Latenode, follow these steps:
Can I send Lexoffice invoice links via WhatsApp?
Yes, you can! Latenode lets you automatically send Lexoffice invoice links to customers via WhatsApp. This ensures faster delivery and quicker payments thanks to instant, personalized communication.
What types of tasks can I perform by integrating Lexoffice with WhatsApp Personal Account?
Integrating Lexoffice with WhatsApp Personal Account allows you to perform various tasks, including:
HowsecureisLexofficeintegrationonLatenode?
Latenode uses secure OAuth to connect to Lexoffice, ensuring your credentials are never stored. Data is encrypted both in transit and at rest.
Are there any limitations to the Lexoffice and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: