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How to connect Lexoffice and Zendesk Sell
Create a New Scenario to Connect Lexoffice and Zendesk Sell
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 Zendesk Sell will be your first step. To do this, click "Choose an app," find Lexoffice or Zendesk Sell, 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 Zendesk Sell Node
Next, click the plus (+) icon on the Lexoffice node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
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Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Lexoffice and Zendesk Sell 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 Zendesk Sell 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, Zendesk Sell, 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 Zendesk Sell integration works as expected. Depending on your setup, data should flow between Lexoffice and Zendesk Sell (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 Zendesk Sell
Zendesk Sell + Lexoffice + Slack: When a new deal is created in Zendesk Sell, an invoice is created in Lexoffice, and a Slack message is sent to a designated channel.
Zendesk Sell + Lexoffice + Google Sheets: When a deal is updated in Zendesk Sell, update the corresponding row in Google Sheets and create an invoice in Lexoffice.
Lexoffice and Zendesk Sell 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 Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups — all in a scalable, low-code environment.
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FAQ Lexoffice and Zendesk Sell
How can I connect my Lexoffice account to Zendesk Sell using Latenode?
To connect your Lexoffice account to Zendesk Sell 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 Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk Sell deals from Lexoffice invoices?
Yes, you can! Latenode's visual editor simplifies this, automatically creating deals in Zendesk Sell when new invoices are generated in Lexoffice, streamlining your sales process.
What types of tasks can I perform by integrating Lexoffice with Zendesk Sell?
Integrating Lexoffice with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell contacts from Lexoffice customers.
- Update Zendesk Sell deal stages based on Lexoffice invoice status.
- Automatically log Lexoffice payment details in Zendesk Sell notes.
- Trigger Lexoffice invoice creation when a Zendesk Sell deal closes.
- Synchronize product information between Lexoffice and Zendesk Sell.
How secure is my Lexoffice data when using Latenode integration?
Latenode employs industry-standard encryption and security protocols to protect your Lexoffice data during integration and workflow execution.
Are there any limitations to the Lexoffice and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require custom scripting for initial setup.
- Complex Lexoffice invoice structures might need advanced parsing with JavaScript.
- Real-time updates depend on the API rate limits of Lexoffice and Zendesk Sell.
