Lexware Invoice Reminder Automation for KlickTipp (via Dropbox storage)
Lexware Invoice Reminder Automation for KlickTipp (via Dropbox storage)
Apps used in template
About
This automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Dropbox 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 Dropbox 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.
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Create your own workflow
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.
Copies a file or folder to a different location in the user's Dropbox. If the source path is a folder all its contents will be copied.
Creates a new manual tag
Creates a new contact.
Creates a file request.
Creates a new folder.
Creates a new voucher.
Creates a new invoice.
Creates a new text file(.doc) or overwrite an existing text file(.doc) with the provided content as plain text.
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