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How to connect Qwilr and Lexoffice
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or Lexoffice will be your first step. To do this, click "Choose an app," find Qwilr or Lexoffice, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the Lexoffice Node
Next, click the plus (+) icon on the Qwilr 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 Qwilr 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 Qwilr 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 Qwilr, 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 Qwilr and Lexoffice integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and Lexoffice
Qwilr + Lexoffice + Slack: When a Qwilr proposal is accepted, an invoice is automatically created in Lexoffice. A notification is then sent to the finance team in Slack.
Lexoffice + Airtable + Qwilr: When a new invoice is created in Lexoffice, the invoice details are added as a new record in Airtable. A Qwilr document is then created to upsell related services to the customer.
Qwilr and Lexoffice integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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 Qwilr and Lexoffice
How can I connect my Qwilr account to Lexoffice using Latenode?
To connect your Qwilr account to Lexoffice on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and Lexoffice accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Lexoffice invoices from accepted Qwilr quotes?
Yes, you can! Latenode automates invoice creation, saving time and ensuring accurate billing. Trigger invoice creation upon quote acceptance using our visual editor, no code required!
What types of tasks can I perform by integrating Qwilr with Lexoffice?
Integrating Qwilr with Lexoffice allows you to perform various tasks, including:
- Create a Lexoffice contact when a new client accepts a Qwilr quote.
- Update invoice status in Lexoffice when a Qwilr project is completed.
- Generate a summary report of all Qwilr deals in Lexoffice monthly.
- Send payment reminders from Lexoffice based on Qwilr project milestones.
- Archive Qwilr quotes automatically after the invoice is paid in Lexoffice.
Can I use JavaScript to transform Qwilr data before sending to Lexoffice?
Yes! Latenode allows you to use JavaScript blocks to manipulate data, ensuring seamless data transfer and custom field mapping between Qwilr and Lexoffice.
Are there any limitations to the Qwilr and Lexoffice integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Real-time synchronization depends on the API rate limits of Qwilr and Lexoffice.
- Integration is limited to the data fields exposed by the Qwilr and Lexoffice APIs.
