Transfer Lexware invoice status changes to update KlickTipp segments
Transfer Lexware invoice status changes to update KlickTipp segments
Apps used in template
About
This automation connects Lexware Office with KlickTipp to synchronize invoice payment status changes and keep contact tags up to date.
When the payment status of an invoice changes in Lexware Office, the scenario retrieves the full invoice details and identifies the related customer contact. It checks whether a business email address is available and then updates the corresponding contact in KlickTipp.
If the invoice status is marked as paid, the contact is tagged with “Lexware | Paid Invoice”. If the invoice remains open, the contact is tagged with “Lexware | Open Invoice”. This ensures that your marketing automation always reflects the current financial status of the customer.
By automatically updating tags based on real payment events, you can stop reminder campaigns immediately after payment is received and trigger follow up sequences such as thank you emails or onboarding workflows.
This template requires the tags “Lexware | Paid Invoice” and “Lexware | Open Invoice” to exist in your KlickTipp account. It is ideal for businesses that want to align accounting processes with automated email communication and eliminate manual tag management errors.
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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a new contact. If a contact with the same email already exists, it will be updated.
Combines multiple bundles into a single array. This is the opposite of an Iterator.
Creates a new manual tag
Creates a new contact.
Creates a new voucher.
Creates a new invoice.
Deletes a contact
Deletes a tag and removes it from all contacts
Downloads a document.
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