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How to connect Lexoffice and Youform
Create a New Scenario to Connect Lexoffice and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Lexoffice or Youform, 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 Youform Node
Next, click the plus (+) icon on the Lexoffice node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Lexoffice and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Lexoffice and Youform (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 Youform
Youform + Lexoffice + Slack: When a new form is submitted via Youform, a new contact is created in Lexoffice. Subsequently, a notification is sent to a Slack channel informing the team about the new contact creation.
Youform + Lexoffice + Google Sheets: On submission of a Youform form, the data is used to create a new contact in Lexoffice and simultaneously, a new row is added to a Google Sheet logging the submission data.
Lexoffice and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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See how Latenode works
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FAQ Lexoffice and Youform
How can I connect my Lexoffice account to Youform using Latenode?
To connect your Lexoffice account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Lexoffice invoices from Youform submissions?
Yes, you can! Latenode lets you automate invoice creation directly from Youform data. Benefit from streamlined accounting, reduce manual data entry, and ensure accurate records.
What types of tasks can I perform by integrating Lexoffice with Youform?
Integrating Lexoffice with Youform allows you to perform various tasks, including:
- Create new Lexoffice contacts from new Youform submissions.
- Update contact information in Lexoffice based on Youform updates.
- Generate custom reports combining data from both Lexoffice and Youform.
- Send automated email notifications for new Lexoffice invoices via Youform.
- Trigger specific Lexoffice actions based on Youform submission criteria.
What data from Lexoffice can Latenode access and use?
Latenode can access contacts, invoices, and other relevant financial data. This allows building complex automations for bookkeeping.
Are there any limitations to the Lexoffice and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require advanced configuration.
- Rate limits imposed by Lexoffice and Youform can affect high-volume workflows.
- Real-time data synchronization depends on the APIs’ update frequency.
