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Automatically create Lexoffice invoices from won NoCRM deals using Latenode's visual editor. Scale invoice generation with JavaScript and pay only for execution time, centralizing data and saving accounting work.
Connect NoCRM and Lexoffice in minutes with Latenode.
Create NoCRM to Lexoffice workflow
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Create a New Scenario to Connect NoCRM and Lexoffice
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Lexoffice will be your first step. To do this, click "Choose an app," find NoCRM or Lexoffice, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
NoCRM
Add the Lexoffice Node
Next, click the plus (+) icon on the NoCRM node, select Lexoffice from the list of available apps, and choose the action you need from the list of nodes within Lexoffice.
NoCRM
β
Lexoffice
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 NoCRM 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 NoCRM and Lexoffice Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Lexoffice
Trigger on Webhook
β
NoCRM
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring NoCRM, Lexoffice, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the NoCRM and Lexoffice integration works as expected. Depending on your setup, data should flow between NoCRM and Lexoffice (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + Lexoffice + Slack: When a lead's status changes to 'Won' in NoCRM, a voucher is created in Lexoffice, and a congratulatory message is sent to a specified Slack channel.
Lexoffice + NoCRM + Mailchimp: Upon creation of a voucher in Lexoffice, the corresponding customer's email is used to find or create a subscriber in Mailchimp, adding them to a 'Happy Customers' tag. The customer's details are then updated in NoCRM using the 'Add Tags' action.
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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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How can I connect my NoCRM account to Lexoffice using Latenode?
To connect your NoCRM account to Lexoffice on Latenode, follow these steps:
Can I automatically create Lexoffice invoices from won NoCRM deals?
Yes, you can! Latenode automates invoice creation using deal data. This reduces manual entry, ensures accuracy, and speeds up your billing cycle. Plus, handle complex logic with JavaScript.
What types of tasks can I perform by integrating NoCRM with Lexoffice?
Integrating NoCRM with Lexoffice allows you to perform various tasks, including:
How secure is my NoCRM data when using Latenode integrations?
Latenode employs advanced encryption and security protocols to ensure the confidentiality and integrity of your NoCRM data during integration processes.
Are there any limitations to the NoCRM and Lexoffice integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: