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Lexware Office
Tools

Connect Lexware Office and Tools integrations

Explore ready-made Lexware Office and Tools templates and start automating in minutes.

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Create a custom workflow

Integrate Lexware Office with Tools and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Lexware Office
Trigger: Watch Events
Tools
Action: Select an action
1. Select a trigger

  • Triggers when an event occurs followed by the event type parameter.

  • Triggers when a new invoice is created.

2. Select an action

  • Get the value of a previously stored variable.

  • Get the values of previously stored variables.

  • Returns a value of 1 after first run. Every subsequent run will increment the returned value by 1.

  • Sets the value of a variable.

  • Sets the values of variables.

  • Sets the values of variables.

  • Pauses the run for up to 5 minutes.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Lexware Office and Tools.

Basic trigger
Generates bundles with their own structure.
Trigger
Create a Contact
Creates a new contact.
Action
Create a Voucher
Creates a new voucher.
Action
Create an Invoice
Creates a new invoice.
Action
Download a Document
Downloads a document.
Action
Get a Contact
Gets a specified contact.
Action
Get an Invoice
Gets a specified invoice.
Action
Get variable
Get the value of a previously stored variable.
Action
Get variables
Get the values of previously stored variables.
Action
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Popular Lexware Office and Tools workflows

Connect Lexware Office and Tools with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Save new Lexoffice invoices to a Google Sheets spreadsheet

Every time a new invoice is created in lexoffice, a new row with invoice details will be added to a Google Sheet spreadsheet. The template is using this sample Google Sheets spreadsheet as a destination for the lexoffice invoice data. You should make a copy of it before configuring the template.

Save new Lexoffice invoices to a Google Sheets spreadsheet
Use template
App Families

Upload new invoices from Lexoffice to Google Drive

Every time a new invoice is created in lexoffice and is available as a PDF document, the PDF version of the invoice will be uploaded to a Google Drive folder.

Upload new invoices from Lexoffice to Google Drive
Use template
App Families

Lexware Invoice Reminder Automation for KlickTipp (via Google drive)

This automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Google Drive with a fitting share link to trigger automated reminder campaigns. When a new invoice is created in Lexware Office, the scenario retrieves the full invoice details and checks whether the invoice status is open. It then fetches the related customer contact and uploads the invoice to Google to create a share link for the invoice recipient. Then it searches for the contact in KlickTipp using the business email address. If the contact already exists, the record is updated. If the contact does not exist, it is automatically created and subscribed via the selected opt-in process. The automation stores the invoice voucher URL and the payment due date in dedicated custom fields inside KlickTipp. After that, the tag “Lexware | Open Invoice” is assigned to the contact. This setup allows you to trigger automated email campaigns in KlickTipp based on financial events. For example, you can start a friendly payment reminder sequence when the Open Invoice tag is added and stop it once the invoice is paid. The template uses the custom fields “Lexware | Beleg URL” and “Lexware | Zahlungsziel” and requires the tag “Lexware | Open Invoice” to be available in your KlickTipp account. This solution is ideal for businesses that want to connect accounting processes with automated marketing workflows and eliminate manual tag management.

Lexware Invoice Reminder Automation for KlickTipp (via Google drive)
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.