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How to connect Ortto and Lexoffice
Create a New Scenario to Connect Ortto 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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or Lexoffice will be your first step. To do this, click "Choose an app," find Ortto or Lexoffice, and select the appropriate trigger to start the scenario.
Add the Ortto Node
Select the Ortto node from the app selection panel on the right.
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Add the Lexoffice Node
Next, click the plus (+) icon on the Ortto 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 Ortto 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 Ortto 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Ortto, 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 Ortto and Lexoffice integration works as expected. Depending on your setup, data should flow between Ortto 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 Ortto and Lexoffice
Ortto + Lexoffice + Slack: When a new lead is created in Ortto, a new customer is created in Lexoffice. Then, a message is sent to a designated Slack channel to notify the sales team of the new customer.
Lexoffice + Ortto + Google Sheets: When a new voucher is created in Lexoffice, the corresponding customer profile is created or updated in Ortto. The invoice details are then recorded in a Google Sheet for tracking.
Ortto and Lexoffice integration alternatives
About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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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 Ortto and Lexoffice
How can I connect my Ortto account to Lexoffice using Latenode?
To connect your Ortto account to Lexoffice on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Ortto and click on "Connect".
- Authenticate your Ortto and Lexoffice accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Lexoffice invoices from Ortto conversions?
Yes, you can! Latenode enables this automation, saving time and ensuring accurate billing based on Ortto's customer journey data. Leverage our visual editor to seamlessly connect the apps.
What types of tasks can I perform by integrating Ortto with Lexoffice?
Integrating Ortto with Lexoffice allows you to perform various tasks, including:
- Create Lexoffice invoices when a new customer is added to Ortto.
- Update customer details in Lexoffice based on Ortto profile changes.
- Trigger Ortto campaigns upon successful invoice payments in Lexoffice.
- Sync product information between Ortto and Lexoffice for consistent data.
- Send personalized thank-you emails via Ortto after Lexoffice payment.
How does Latenode enhance Ortto's marketing automation capabilities?
Latenode enhances Ortto by connecting it to Lexoffice. You can trigger financial workflows based on marketing campaign performance and customer actions.
Are there any limitations to the Ortto and Lexoffice integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on API request limits of Ortto and Lexoffice.
- Complex data transformations might require JavaScript knowledge.
- Initial setup requires understanding of both Ortto and Lexoffice APIs.
