Flexie CRM + Lexware Integration

Integrate Flexie CRM to Lexware in one click, or tell Integrately AI how you want each deal handled. Create contacts, generate invoices, update deals, and log your sales records automatically.

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1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • 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
Arrow Right
2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • 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

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Ready Workflows Ready Workflows for Flexie CRM + Lexware Integration

Create invoices from new deals, sync contacts, generate quotations, and update account records, all in just one click.

Most popular automationmost-popular-automations
Lexware + Flexie CRM Integration

Create Flexie CRM deal for new Lexware contact

This automation makes it easy to create new deals in Flexie CRM when a new contact is created in Lexware. Just connect your accounts, and every time a new contact is created in Lexware, a new deal will automatically be created in Flexie CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Activate
Lexware + Flexie CRM Integration

Create Flexie CRM 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 Flexie CRM 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.
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Activate
  • 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 Flexie CRM + Lexware flow

Sync your accounting records with payment gateways, calendars, and support channels to keep your entire business aligned. Pick a combination and activate it in one click.

Flexie CRM
Lexware
+
ShopifyShopify (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
S
L
F
Create a Lexware invoice for every new Shopify order, and update the deal in Flexie CRM
New Shopify orders generate Lexware invoices instantly while updating Flexie CRM, so your sales and billing records stay perfectly synchronized.
S
F
L
When a Shopify customer is created, create a contact in Flexie CRM and search contact by name in Lexware
New Shopify customers are automatically added as contacts in Flexie CRM and verified in Lexware, keeping your customer database unified.
S
F
L
Use ChatGPT to analyze Shopify order notes, update the deal in Flexie CRM, and create a voucher in Lexware
ChatGPT reviews Shopify order notes to classify requests, updating Flexie CRM deals and generating Lexware vouchers automatically.

Supported triggers and actions for Flexie CRM and Lexware

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
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Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
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Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
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Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
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Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it →
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it →
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it →
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it →
Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it →
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
Try it →
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it →
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
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Create contact in Lexware
Adds a new contact to the database
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Update contact in Lexware
Updates contact information with new details
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Search contact in Lexware
Finds and retrieves contact information
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Create a quotation in Lexware
Creates a new workspace
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Search article by number in Lexware
Retrieves information about a specific article
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Update article in Lexware
Modifies an existing article
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Create confirmation order in Lexware
Creates a confirmation order
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Get invoice by ID in Lexware
Generates a new invoice
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Create delivery note in Lexware
Creates a new delivery note
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Search contact by name in Lexware
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Create an invoice in Lexware
Generates a new invoice
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Create a voucher in Lexware
Generates unique voucher codes
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Create a credit note in Lexware
Creates a new credit note
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Search invoice voucher list in Lexware
Searches for a invoice voucher list
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Create article in Lexware
Adds a new article to the database
Try it →

What can you automate with Flexie CRM + Lexware?

Streamline your sales-to-accounting workflow by connecting every deal stage directly to your financial records.

What you can automate?
🧾
Generate invoices automatically from new deals
Turn closed Flexie CRM deals into official Lexware invoices instantly. Eliminate manual billing entry and ensure invoices reach clients the moment a sale closes.
📇
Sync contact details across platforms
Keep client names, emails, and company information identical in Flexie CRM and Lexware. Any contact creation or update flows seamlessly between systems.
🔔
Alert your team about financial milestones
Notify sales and accounting channels in Slack whenever an invoice is created or paid. Keep stakeholders informed without switching applications.
🔀
Route records based on submitted deal values
Apply conditional logic to create standard quotations or enterprise billing vouchers in Lexware based on specific deal tiers in Flexie CRM.
🔄
Keep account information current as deals progress
Update Lexware contact records automatically whenever Flexie CRM accounts or deals transition through different pipeline stages.
🔍
Search and update existing records safely
Check for existing contacts and accounts before creating new entries, preventing duplicate records from cluttering your database.
💳
Handle credit notes and status changes
Reflect invoice deletions, credit notes, and voucher status updates across both platforms to maintain pristine financial audit trails.
🌐
Extend your workflow to external payment and form apps
Connect Stripe orders, Shopify purchases, or Calendly bookings directly into your Flexie CRM and Lexware operational pipeline.
And much more...

Who is Flexie CRM + Lexware integration for?

Sales teams, accountants, and business owners managing customer pipelines and financial records can eliminate manual data entry and keep billing accurate across both platforms.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account executives
Account executives
Operations coordinators
Operations coordinators
Billing specialists
Billing specialists
Business owners
Business owners
📊
Finance managers
You're reviewing revenue reports every week but your accounting tool only updates when someone manually enters deal figures, so the financial statements you're presenting are always a few days behind — with this integration, every new deal creates a billing record instantly and your numbers stay current.
⚡
Sales representatives
You're closing deals in Flexie CRM but waiting for someone else to generate invoices in Lexware, so your clients experience frustrating billing delays — this integration means every won deal triggers invoicing automatically and client onboarding happens without friction.
🤝
Account executives
You're managing client relationships and promising quick turnarounds, but manual handoffs between CRM pipelines and accounting software cause endless bottlenecks — connecting these apps means contact updates and quotations flow seamlessly and clients receive documents on time.
📈
Operations coordinators
You're handling high volumes of customer orders and leads every day, but keeping records matched across Flexie CRM and Lexware by hand leads to costly entry errors — automating both apps means every record matches perfectly and administrative overhead drops to zero.
💼
Billing specialists
You're responsible for issuing invoices and credit notes based on sales activity, but missing CRM details force you to interrupt reps for clarification — with this integration, every transaction detail is pulled directly from the source and your invoicing queue stays accurate.
🏢
Business owners
You're trying to scale your company while relying on disjointed software for sales tracking and financial accounting, leaving blind spots in your cash flow visibility — this integration means your sales pipeline and accounting ledger stay permanently aligned.
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Why choose Integrately to automate Flexie CRM + Lexware

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

1,500+ apps connected
1,500+ apps connected
Connect Flexie CRM + Lexware 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 — 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 Flexie CRM to Lexware?
Frequently Asked Questions
You can connect Flexie CRM to Lexware instantly using ready-made workflows on Integrately or by asking Integrately AI to build the automation and map the fields. Setup takes just 1-click alongside apps like Slack, Google Sheets, and Gmail.
Can I automatically create invoices in Lexware when a deal closes in Flexie CRM?
Frequently Asked Questions
Can I connect Flexie CRM, Lexware, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and Lexware?
Frequently Asked Questions
How does Flexie CRM handle lead and contact data during automation?
Frequently Asked Questions
Can Lexware handle invoice and contact updates automatically?
Frequently Asked Questions
Do I need coding skills to automate Flexie CRM and Lexware?
Frequently Asked Questions
Is the Flexie CRM and Lexware integration free?
Frequently Asked Questions
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Lexware
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Sync Lexware with payment processors, expense trackers, and spreadsheet tools to keep financial data working across your stack.
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