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How to connect Lexoffice and Woodpecker
Create a New Scenario to Connect Lexoffice and Woodpecker
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 Woodpecker will be your first step. To do this, click "Choose an app," find Lexoffice or Woodpecker, 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 Woodpecker Node
Next, click the plus (+) icon on the Lexoffice node, select Woodpecker from the list of available apps, and choose the action you need from the list of nodes within Woodpecker.
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Authenticate Woodpecker
Now, click the Woodpecker node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Woodpecker settings. Authentication allows you to use Woodpecker through Latenode.
Configure the Lexoffice and Woodpecker 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 Woodpecker 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, Woodpecker, 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 Woodpecker integration works as expected. Depending on your setup, data should flow between Lexoffice and Woodpecker (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 Woodpecker
Lexoffice + Woodpecker + Slack: When a new voucher is created in Lexoffice (representing an invoice payment), automatically retrieve the voucher details. Then, find the prospect in Woodpecker using their email and send a thank you email. Finally, notify the sales team in Slack about the invoice payment and thank you email.
Woodpecker + Lexoffice + Pipedrive: When a prospect autoreplies in Woodpecker, automatically create a new person in Lexoffice. Subsequently, search for the related deal in Pipedrive and update the deal stage to reflect the meeting booking.
Lexoffice and Woodpecker 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 Woodpecker
Use Woodpecker in Latenode to automate personalized email outreach at scale. Trigger Woodpecker campaigns from any Latenode workflow (e.g., new CRM leads) and track results. Enrich contact data, personalize messages with AI, and route follow-ups based on engagement. All visually, with full Javascript customization if needed.
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See how Latenode works
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FAQ Lexoffice and Woodpecker
How can I connect my Lexoffice account to Woodpecker using Latenode?
To connect your Lexoffice account to Woodpecker 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 Woodpecker accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Woodpecker with Lexoffice invoice statuses?
Yes, you can! Latenode's visual editor makes it easy to sync invoice statuses from Lexoffice to Woodpecker, keeping your sales outreach targeted and efficient.
What types of tasks can I perform by integrating Lexoffice with Woodpecker?
Integrating Lexoffice with Woodpecker allows you to perform various tasks, including:
- Automatically adding new Lexoffice customers to Woodpecker campaigns.
- Updating Woodpecker prospect statuses based on invoice payment in Lexoffice.
- Sending personalized Woodpecker follow-ups when Lexoffice invoices are overdue.
- Creating Lexoffice invoices for won Woodpecker deals.
- Triggering Woodpecker campaigns upon new Lexoffice customer creation.
HowsecureistheLexofficeintegrationinLatenode?
Latenode uses secure OAuth connections for Lexoffice, ensuring your data is protected. Benefit from secure workflows, plus encryption during data transit.
Are there any limitations to the Lexoffice and Woodpecker integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both apps.
- Complex data transformations may require JavaScript coding within Latenode.
- Historical data migration between the platforms might require manual setup.
