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How to connect Monday and Lexoffice
Create a New Scenario to Connect Monday and Lexoffice
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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Lexoffice will be your first step. To do this, click "Choose an app," find Monday or Lexoffice, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Lexoffice Node
Next, click the plus (+) icon on the Monday node, select Lexoffice from the list of available apps, and choose the action you need from the list of nodes within Lexoffice.
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Authenticate Lexoffice
Now, click the Lexoffice node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lexoffice settings. Authentication allows you to use Lexoffice through Latenode.
Configure the Monday and Lexoffice 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 Monday and Lexoffice 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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Save and Activate the Scenario
After configuring Monday, Lexoffice, 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 Monday and Lexoffice integration works as expected. Depending on your setup, data should flow between Monday and Lexoffice (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and Lexoffice
Monday + Lexoffice + Slack: When a project's status column is updated to 'Complete' in Monday, an invoice is automatically created in Lexoffice, and a notification is sent to the accounting team in Slack.
Lexoffice + Monday + Google Sheets: When a new invoice is created in Lexoffice, a new row is added to a Google Sheet for budget tracking. This event also triggers an update to the project status in a Monday board.
Monday and Lexoffice integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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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See how Latenode works
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FAQ Monday and Lexoffice
How can I connect my Monday account to Lexoffice using Latenode?
To connect your Monday account to Lexoffice on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Lexoffice accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation from Monday project completion?
Yes, you can! Latenode's visual editor simplifies this. Automatically create Lexoffice invoices when a project is marked complete in Monday, saving time and ensuring accurate billing.
What types of tasks can I perform by integrating Monday with Lexoffice?
Integrating Monday with Lexoffice allows you to perform various tasks, including:
- Automatically create Lexoffice invoices from new Monday project data.
- Update project status in Monday when an invoice is paid in Lexoffice.
- Sync customer data between Monday and Lexoffice for consistent records.
- Generate project reports in Monday based on financial data from Lexoffice.
- Trigger invoice reminders in Lexoffice based on deadlines in Monday.
How easily can I trigger Monday automations from Lexoffice events?
Latenode allows you to trigger Monday actions from Lexoffice events with a simple visual interface, without needing extensive coding skills.
Are there any limitations to the Monday and Lexoffice integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time data sync depends on the API rate limits of Monday and Lexoffice.
- Initial setup requires a clear understanding of both Monday and Lexoffice data structures.
