NoCRM and Lexoffice Integration

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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.

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NoCRM

Lexoffice

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Lexoffice

Create a New Scenario to Connect NoCRM and Lexoffice

In the workspace, click the β€œCreate 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 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.

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NoCRM

Configure the NoCRM

Click on the NoCRM node to configure it. You can modify the NoCRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect NoCRM

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Run node once

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.

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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.

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Run node once

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.

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Select an action *

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The action ID

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Run node once

Set Up the NoCRM 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 NoCRM, 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 β€œRun once” 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.

Most powerful ways to connect NoCRM and Lexoffice

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.

NoCRM and Lexoffice integration alternatives

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.

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 NoCRM and Lexoffice

How can I connect my NoCRM account to Lexoffice using Latenode?

To connect your NoCRM account to Lexoffice on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NoCRM and click on "Connect".
  • Authenticate your NoCRM and Lexoffice accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create a new contact in Lexoffice when a lead is created in NoCRM.
  • Update customer details in Lexoffice when they change in NoCRM.
  • Generate invoices in Lexoffice upon closing a deal as "won" in NoCRM.
  • Track invoice payments in Lexoffice and update deal status in NoCRM.
  • Send payment reminders via Lexoffice based on deal milestones in NoCRM.

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:

  • Complex custom fields in NoCRM may require advanced configuration.
  • Large data volumes might impact processing speed without optimization.
  • Lexoffice API rate limits can affect real-time synchronization frequency.

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