How to Use Lexoffice Integrations

Lexoffice integrations let you manage contacts and invoices via Latenode. You can also create bookings, and react to payment events. Connect Lexoffice to CRMs, databases, and other apps. Automate accounting tasks and get real-time data across your systems. Stop wasting time on routine financial admin.

Here's How to Use Lexoffice integration in Latenode:

• Add Lexoffice: Find Lexoffice in the integrations library.
• Connect account: Authorize Latenode to access your Lexoffice data.
• Choose a trigger: Select an event that starts your automation.
• Add actions: Configure actions like creating invoices or contacts.

With these steps, you build custom flows connecting Lexoffice and other tools. Update CRMs with new contact info created in Lexoffice. Send invoices when deals close in your sales platform. Post payment confirmation in your internal chat. Use data from Lexoffice to produce reports.

• Faster Bookkeeping: Automate invoice creation and reconciliation.
• Fewer Mistakes: Reduce manual data entry across platforms.
• Better Reporting: Combine financial data with other business metrics.

• Finance: When Stripe marks a payment as successful, Lexoffice creates a corresponding invoice. This automates bookkeeping tasks.
• Customer Support: New Freshdesk tickets generate customer entries in Lexoffice. This helps track support costs.
• Marketing: A new subscriber in Mailchimp creates a Lexoffice contact. Target leads with personalized marketing based on purchase history.
• E-commerce: Shopify orders automatically add customers to Lexoffice. This helps in managing sales and customer data.
• Sales: Update HubSpot when an invoice is paid in Lexoffice. Account status is tracked for sales teams.

Best integrations for Lexoffice 2025

These integrations enhance Lexoffice by extending its core accounting capabilities.

HubSpot

Automatically create Lexoffice invoices when deals reach specific stages in HubSpot. Keep financial records aligned with sales pipelines. Update customer data between systems to avoid manual entry. Track invoice status directly within HubSpot contacts.

Stripe

Automatically record Stripe payments in Lexoffice. Reconcile transactions quickly. Use Stripe data to generate financial reports in Lexoffice. Connect subscription revenue from Stripe to appropriate Lexoffice accounts. Simplify accounting for online sales.

Shopify

Import Shopify sales data into Lexoffice for accurate revenue tracking. Map Shopify product categories to Lexoffice accounts. Automate invoice creation for Shopify orders. Calculate taxes and shipping costs automatically. Maintain real-time inventory visibility.

Mailchimp

Trigger Lexoffice actions based on Mailchimp campaign activity. Update customer records in Lexoffice with email engagement data. Segment customers in Mailchimp using Lexoffice data. Send targeted email campaigns based on payment history.

Google Calendar

Create Lexoffice tasks based on scheduled appointments in Google Calendar. Track time spent on billable tasks from calendar entries. Generate invoices from calendar data for client meetings. Remind clients about upcoming invoices via calendar invites.

Microsoft Excel

Export financial data from Lexoffice to Excel for custom analysis. Create budgets and forecasts by manipulating Lexoffice data. Import data from Excel into Lexoffice to update records in bulk. Generate custom reports that extend Lexoffice’s built-in reporting.

Twilio

Send SMS payment reminders to clients using Lexoffice data and Twilio. Automate invoice follow-ups. Trigger SMS alerts when invoices become overdue. Verify customer information via SMS during onboarding. Improve payment collection rates.

Airtable

Manage Lexoffice data in Airtable for custom reporting and views. Build dashboards to track key financial metrics. Automate data entry by connecting Airtable forms to Lexoffice. Use Airtable as a central hub for managing projects and related invoices.

Slack

Receive instant notifications in Slack about new invoices in Lexoffice. Share payment updates with team members. Monitor financial transactions. Get alerts about overdue payments. Improve team collaboration around financial tasks.

Google Drive

Automatically back up Lexoffice invoices and reports to Google Drive. Create an archive of financial documents. Share financial information securely with stakeholders. Ensure data is always available. Comply with data retention policies.

• Calendly. When a meeting is booked, automatically create a new contact in Lexoffice to track potential clients and their interactions.
• HubSpot. Create Lexoffice invoices for new deals closed in HubSpot, ensuring accurate and timely billing for sales conversions.
• Slack. Receive instant notifications in a dedicated Slack channel for new invoices created or when payments are received in Lexoffice.
• Jotform. Automatically generate customer records in Lexoffice from new form submissions, capturing all contact details and order information.
• Google Sheets. Update a Google Sheet with Lexoffice data, such as invoice summaries, for custom reporting and financial analysis.
• Mailchimp. Segment your Mailchimp lists based on customer data and purchase history from Lexoffice for targeted email marketing.
• Airtable. Sync Lexoffice contacts and invoice details to Airtable to manage all customer and financial information in one central database.
• ClickUp. Generate tasks in ClickUp for each new Lexoffice invoice, assigning responsibility for payment follow-up and reconciliation.

What is Lexoffice?

Lexoffice is a cloud-based accounting software designed for small businesses and freelancers in Germany. It simplifies bookkeeping, invoicing, and financial reporting.

How do I create an invoice?

To create an invoice, navigate to the "Invoices" section, click "New Invoice," fill in the required details (customer, items, prices), and then save or send it directly from Lexoffice.

Can I connect my bank account?

Yes, you can connect your bank account to Lexoffice for automatic transaction import. This streamlines reconciliation and provides a real-time view of your finances.