Lexware + EspoCRM Integration

Integrate EspoCRM to Lexware in one click, or tell Integrately AI how you want each contact handled. Create invoices, update records, log new accounts, and sync customer details automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
Arrow Right
2.
  • Lexware
    Create contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready Workflows Ready Workflows for EspoCRM + Lexware Integration

Capture new contacts, generate invoices, sync account updates, log billing records, and keep customer details aligned, all in just one click.

Most popular automationsmost-popular-automations
Lexware + EspoCRM Integration

Create EspoCRM contact for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new EspoCRM contact and Lexware contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
Lexware + EspoCRM Integration

Create EspoCRM task for new Lexware contact

EspoCRM and Lexware are two powerful cloud-based tools that can be used to improve business productivity. Using this EspoCRM - Lexware integration, you can automatically create task in EspoCRM whenever a new contact is created in Lexware.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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EspoCRM + Lexware Integration

Create Lexware contact for new EspoCRM contact

If you're using EspoCRM to manage your sales leads, it's important to also use Lexware to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in EspoCRM, a corresponding contact will automatically be created in Lexware.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EspoCRM + Lexware flow

Push customer records to messaging tools, sync sheets, and trigger marketing follow-ups after your accounting and CRM update. Pick a combination and activate it in one click.

Lexware
EspoCRM
+
ShopifyShopify (3)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
S
L
E
Create a Lexware invoice for every Shopify store order, and log the customer record in EspoCRM
Every Shopify order automatically generates a Lexware invoice and updates your EspoCRM contacts, eliminating manual data entry between your store and accounting.
S
L
E
When a Shopify product is updated, update the matching record in Lexware and log the change in EspoCRM
Keep your inventory and catalog aligned across Shopify, Lexware, and EspoCRM the moment a product is modified.
S
E
L
Add new Shopify customer details to EspoCRM, and create a contact record in Lexware
New store customers are instantly registered in EspoCRM and Lexware without manual intervention.

Supported triggers and actions for Lexware and EspoCRM

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
Try it โ†’
Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
Try it โ†’
Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
Try it โ†’
Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
Try it โ†’
Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
Try it โ†’
Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it โ†’
Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
Try it โ†’
Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
Try it โ†’
Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
Try it โ†’
Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
Try it โ†’
Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it โ†’
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it โ†’
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it โ†’
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it โ†’
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it โ†’
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it โ†’
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it โ†’
Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it โ†’
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
Try it โ†’
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it โ†’
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it โ†’
Create contact in Lexware
Adds a new contact to the database
Try it โ†’
Update contact in Lexware
Updates contact information with new details
Try it โ†’
Search contact in Lexware
Finds and retrieves contact information
Try it โ†’
Create a quotation in Lexware
Creates a new workspace
Try it โ†’
Search article by number in Lexware
Retrieves information about a specific article
Try it โ†’
Update article in Lexware
Modifies an existing article
Try it โ†’
Create confirmation order in Lexware
Creates a confirmation order
Try it โ†’
Get invoice by ID in Lexware
Generates a new invoice
Try it โ†’
Create delivery note in Lexware
Creates a new delivery note
Try it โ†’
Search contact by name in Lexware
Try it โ†’
Create an invoice in Lexware
Generates a new invoice
Try it โ†’
Create a voucher in Lexware
Generates unique voucher codes
Try it โ†’
Create a credit note in Lexware
Creates a new credit note
Try it โ†’
Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it โ†’
Create article in Lexware
Adds a new article to the database
Try it โ†’
EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it โ†’
Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
Try it โ†’
Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
Try it โ†’
Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
Try it โ†’
Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
Try it โ†’
Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
Try it โ†’
Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
Try it โ†’
Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it โ†’
Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it โ†’
Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it โ†’
Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
Try it โ†’
Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it โ†’
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it โ†’
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it โ†’
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it โ†’
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it โ†’
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it โ†’
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it โ†’
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it โ†’
Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it โ†’
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it โ†’
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
Try it โ†’
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it โ†’
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it โ†’
Search lead by name in EspoCRM
Try it โ†’
Create contact in EspoCRM
Adds a new contact to the database
Try it โ†’
Search contact in EspoCRM
Finds and retrieves contact information
Try it โ†’
Update contact in EspoCRM
Updates contact information with new details
Try it โ†’
Delete contact in EspoCRM
Removes a contact from the address book
Try it โ†’
Create lead in EspoCRM
Generates new leads for potential customers
Try it โ†’
Search lead email in EspoCRM
Searches for a lead's email
Try it โ†’
Update lead in EspoCRM
Updates the lead information
Try it โ†’
Delete lead in EspoCRM
Removes a lead from the database
Try it โ†’
Create task in EspoCRM
Creates a new task
Try it โ†’
Create account in EspoCRM
Generates a new account
Try it โ†’
Create case in EspoCRM
Generates a new case entry
Try it โ†’
Create meeting in EspoCRM
Schedule a meeting
Try it โ†’
Search account in EspoCRM
Searches for account information
Try it โ†’
Update account in EspoCRM
Updates account information
Try it โ†’
Delete opportunity in EspoCRM
Removes a opportunity from the system
Try it โ†’
Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
Try it โ†’
Create opportunity in EspoCRM
Creates a new instance of the support system
Try it โ†’
Search opportunity in EspoCRM
Searches for a opportunity
Try it โ†’
Search meeting in EspoCRM
Searches for a meeting
Try it โ†’
Update opportunity in EspoCRM
Updates the opportunity details as needed
Try it โ†’
Update meeting in EspoCRM
Updates meeting details
Try it โ†’
Search case in EspoCRM
Searches for a case record
Try it โ†’
Update case in EspoCRM
Updates case details
Try it โ†’
Delete account in EspoCRM
Removes an account and all associated data from the system
Try it โ†’
Delete case in EspoCRM
Removes the particular case from the system
Try it โ†’
Create call in EspoCRM
Initiates a call to the recipient
Try it โ†’
Search call in EspoCRM
Searches for a call
Try it โ†’
Update call in EspoCRM
Updates call information
Try it โ†’
Delete call in EspoCRM
Deletes a call entry from the database
Try it โ†’

What can you automate with EspoCRM + Lexware?

Streamline your customer data and billing operations by connecting EspoCRM and Lexware.

What you can automate?
๐Ÿงพ
Generate Lexware invoices from EspoCRM contacts automatically
Create a Lexware invoice the moment a new contact or opportunity is created in EspoCRM. Eliminate manual billing paperwork and speed up your revenue collection.
๐Ÿ“‹
Capture every submitted contact detail accurately
Map all available EspoCRM fields directly into Lexware customer profiles instead of copying names and emails by hand. Your billing records remain complete and accurate.
๐Ÿ””
Notify your team as soon as accounts update
Send instant alerts to your finance or sales channel whenever a new invoice is generated or a contact changes status in EspoCRM or Lexware.
๐Ÿ”€
Route transactions based on submitted fields
Apply different billing workflows or create specific voucher types in Lexware depending on account tiers or categories recorded in EspoCRM.
๐Ÿ”„
Keep your customer records up to date
Automatically update contact information in Lexware whenever a corresponding account or lead is modified in EspoCRM.
๐Ÿ”
Search and update instead of creating duplicates
Check if a contact already exists in Lexware before creating a new record, preventing duplicate entries and keeping your database clean.
๐Ÿ’ณ
Handle later status changes and payments
Automatically adjust invoices, vouchers, or credit notes in Lexware when payment statuses or order confirmations change.
โšก
Extend your workflow to Slack or Google Sheets
Trigger additional actions in Slack or Google Sheets after your EspoCRM and Lexware automation completes, keeping all supporting tools updated.
And much more...

Who is EspoCRM + Lexware integration for?

Connecting EspoCRM and Lexware streamlines billing cycles and relationship tracking, helping teams eliminate manual data entry between accounting and CRM systems.

Finance managers
Finance managers
Sales operations
Sales operations
Account managers
Account managers
High-volume business owners
High-volume business owners
Billing specialists
Billing specialists
Operations leads
Operations leads
๐Ÿ“ˆ
Finance managers
You're reviewing billing reports in Lexware while your sales team manages pipeline updates in EspoCRM, but manual data transfers mean your revenue dashboards are always a few hours behind โ€” with this integration, every contact and transaction syncs instantly and your figures stay current.
โšก
Sales operations
You need to issue invoices the moment a deal closes in EspoCRM, but waiting for manual handoffs to Lexware delays billing and frustrates clients โ€” with this integration, every new deal triggers immediate invoice creation so your revenue cycle starts without delay.
๐Ÿค
Account managers
You answer to clients who expect their account details and billing records to match perfectly across your CRM and accounting tools, but manual data entry causes frequent discrepancies โ€” this integration means all client data stays aligned across EspoCRM and Lexware.
๐Ÿ“Š
High-volume business owners
You're processing a growing volume of customer accounts and invoices daily, and your team cannot keep up with manual data entry between EspoCRM and Lexware โ€” automating both apps means every record is handled instantly without human error.
๐Ÿ’ผ
Billing specialists
You own the invoicing process and depend on your sales colleagues to log customer details in EspoCRM before you can create billing entries in Lexware โ€” this integration means customer data flows automatically from CRM to accounting the second it is entered.
๐Ÿ—‚๏ธ
Operations leads
You need a reliable, searchable history of every customer interaction and financial transaction, but fragmented records between EspoCRM and Lexware leave persistent gaps โ€” automating both apps ensures a complete and unified audit trail.
Our team

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Why choose Integrately to automate Lexware + EspoCRM

Build and manage your Lexware + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Lexware + EspoCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect EspoCRM to Lexware?
Frequently Asked Questions
You can connect EspoCRM to Lexware in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations linking both apps with Shopify, Slack, and 1,500+ other tools.
Can I automatically create Lexware invoices from new EspoCRM contacts?
Frequently Asked Questions
Can I connect EspoCRM, Lexware, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Lexware?
Frequently Asked Questions
How are customer contact details transferred between EspoCRM and Lexware?
Frequently Asked Questions
Can I update Lexware invoice and voucher statuses from EspoCRM?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Lexware?
Frequently Asked Questions
Is the EspoCRM and Lexware integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or Lexware With 1500+ Other Apps

EspoCRM
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Connect EspoCRM to CRMs, email marketing tools, and support desks to manage and follow up on customer relationships.
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Lexware
Popular Lexware Integrations
Sync Lexware with accounting, reporting, and payment tools to keep financial data working across your entire stack.
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