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How to connect Scoro and Lexoffice
Create a New Scenario to Connect Scoro 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 Scoro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Scoro or Lexoffice will be your first step. To do this, click "Choose an app," find Scoro or Lexoffice, and select the appropriate trigger to start the scenario.
Add the Scoro Node
Select the Scoro node from the app selection panel on the right.
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Add the Lexoffice Node
Next, click the plus (+) icon on the Scoro 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 Scoro 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 Scoro 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 Scoro, 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 Scoro and Lexoffice integration works as expected. Depending on your setup, data should flow between Scoro 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 Scoro and Lexoffice
Scoro + Lexoffice + Slack: When a project is marked as completed in Scoro, an invoice is automatically created in Lexoffice, and a notification is sent to a designated Slack channel to inform the finance team.
Lexoffice + Scoro + Google Sheets: When a voucher (invoice) is created or updated in Lexoffice, the corresponding project's budget is updated in Scoro, and the invoice data is logged into a Google Sheet for reporting.
Scoro and Lexoffice integration alternatives
About Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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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 Scoro and Lexoffice
How can I connect my Scoro account to Lexoffice using Latenode?
To connect your Scoro account to Lexoffice on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Scoro and click on "Connect".
- Authenticate your Scoro and Lexoffice accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation based on Scoro projects?
Yes, you can! Latenode enables automated invoice creation in Lexoffice based on project completion in Scoro. This saves time and reduces manual data entry with a no-code visual builder.
What types of tasks can I perform by integrating Scoro with Lexoffice?
Integrating Scoro with Lexoffice allows you to perform various tasks, including:
- Automatically creating Lexoffice invoices when a Scoro project is marked as complete.
- Syncing customer data between Scoro and Lexoffice to avoid redundant data entry.
- Triggering payment reminders in Scoro based on Lexoffice invoice due dates.
- Generating financial reports by combining data from both Scoro and Lexoffice.
- Updating project budgets in Scoro based on actual expenses recorded in Lexoffice.
What Scoro data can I access and use within Latenode workflows?
You can access and use almost any Scoro data, like projects, tasks, contacts, and invoices, leveraging Latenode's flexible data mapping.
Are there any limitations to the Scoro 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 limits of both Scoro and Lexoffice.
- Certain advanced Lexoffice features may not have direct equivalents in Scoro.
