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How to connect Moxie and Lexoffice
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Lexoffice will be your first step. To do this, click "Choose an app," find Moxie or Lexoffice, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the Lexoffice Node
Next, click the plus (+) icon on the Moxie 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 Moxie 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 Moxie 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 Moxie, 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 Moxie and Lexoffice integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Lexoffice
Moxie + Lexoffice + Slack: When a new support ticket is created in Moxie, automatically create a corresponding invoice in Lexoffice. Then, send a notification to the accounting team in Slack about the new invoice.
Lexoffice + Moxie + Pipedrive: When an invoice in Lexoffice becomes overdue, create a follow-up task in Moxie and update the associated opportunity status in Pipedrive to reflect the overdue invoice.
Moxie and Lexoffice integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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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FAQ Moxie and Lexoffice
How can I connect my Moxie account to Lexoffice using Latenode?
To connect your Moxie account to Lexoffice on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Lexoffice accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Lexoffice invoices from Moxie support tickets?
Yes, you can! Latenode allows you to automate invoice creation based on Moxie tickets. This saves time and reduces manual data entry using our visual workflow builder.
What types of tasks can I perform by integrating Moxie with Lexoffice?
Integrating Moxie with Lexoffice allows you to perform various tasks, including:
- Create new Lexoffice contacts from new Moxie customer records.
- Generate invoices in Lexoffice when a Moxie support ticket is closed.
- Update customer information in Lexoffice based on Moxie profile changes.
- Trigger payment reminders in Moxie based on Lexoffice invoice status.
- Log support interactions in Moxie against specific Lexoffice invoices.
How can I use JavaScript to extend the Moxie integration?
Latenode allows adding custom JavaScript code. This enables complex data transformations and custom logic beyond standard integration features for greater control.
Are there any limitations to the Moxie and Lexoffice integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Moxie might require JavaScript for mapping.
- Rate limits of the Moxie and Lexoffice APIs may affect performance.
- Real-time synchronization depends on the polling frequency.
