Lexware + FluentCRM Integration

Integrate FluentCRM to Lexware in one click, or tell Integrately AI how you want each contact handled. Keep your accounting and CRM data aligned, create contacts, generate invoices, update records, 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
  • FluentCRM
    Contact is created in FluentCRM
  • FluentCRM
    Contact is updated in FluentCRM
Arrow Right
2.
  • Lexware
    Create contact in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search contact 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
  • FluentCRM
    Create contact in FluentCRM
  • FluentCRM
    Update contact in FluentCRM
  • FluentCRM
    Search contact in FluentCRM
  • FluentCRM
    Add note to contact in FluentCRM

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Ready Workflows Ready Workflows for FluentCRM + Lexware Integration

Capture leads, create contacts, generate invoices, update records, and keep your accounting updated, all in just one click.

Most popular automationmost-popular-automations
FluentCRM + Lexware Integration

Create Lexware contact for new FluentCRM contact

If you're using FluentCRM 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 FluentCRM, 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 FluentCRM + Lexware flow

Send notifications to your team, log transactions in spreadsheets, and trigger follow-up actions once your core pair completes. Pick a combination and activate it in one click.

Lexware
FluentCRM
+
WooCommerceWooCommerce (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
W
F
L
Create a contact in FluentCRM when a new WooCommerce order is placed, and generate an invoice in Lexware
Every new WooCommerce order creates a FluentCRM contact and a Lexware invoice automatically, eliminating manual data entry.
W
F
L
When a WooCommerce customer is updated, update their contact in FluentCRM and update the contact in Lexware
Customer details modified in WooCommerce update your FluentCRM contact and Lexware records instantly.
W
L
F
When a WooCommerce order is refunded, create a credit note in Lexware and add a note in FluentCRM
Refunded orders generate a Lexware credit note and leave a descriptive note on the FluentCRM contact record.

Supported triggers and actions for Lexware and FluentCRM

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
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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
Try it →
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
Try it →
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it →
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it →
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
Try it →
Create contact in Lexware
Adds a new contact to the database
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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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Create confirmation order in Lexware
Creates a confirmation order
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Update article in Lexware
Modifies an existing article
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Update contact in Lexware
Updates contact information with new details
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Search article by number in Lexware
Retrieves information about a specific article
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Create a quotation in Lexware
Creates a new workspace
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Search contact in Lexware
Finds and retrieves contact information
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Search contact by name in Lexware
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Create an invoice in Lexware
Generates a new invoice
Try it →
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
Try it →
Create article in Lexware
Adds a new article to the database
Try it →
FluentCRM
FluentCRM Triggers & Actions
Contact is created in FluentCRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in FluentCRM
Triggers the automation when a contact is updated
Try it →
Create contact in FluentCRM
Adds a new contact to the database
Try it →
Update contact in FluentCRM
Updates contact information with new details
Try it →
Search contact in FluentCRM
Finds and retrieves contact information
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Add note to contact in FluentCRM
Adds a personalized note to a contact
Try it →

What can you automate with FluentCRM + Lexware?

Streamline your customer data and accounting operations with powerful automated workflows.

What you can automate?
🔄
Sync new CRM contacts to your accounting software
Create a contact in Lexware automatically whenever a new contact is created in FluentCRM. Eliminate manual data entry between your WordPress CRM and financial tool.
📋
Capture every submitted contact field
Map all available contact details from FluentCRM into Lexware instead of just names and emails. Your accounting profiles become complete and ready for invoicing.
🔔
Alert your team instantly upon invoice creation
Send immediate notifications to your finance or sales channel whenever a new invoice or quotation is generated in Lexware. Keep stakeholders informed without delay.
🔀
Route records based on contact details
Apply conditional logic to handle contacts differently depending on specific fields submitted in FluentCRM. Ensure enterprise clients and standard leads trigger tailored accounting workflows.
📝
Keep contact records updated across both apps
Automatically update contact information in Lexware whenever a contact is modified in FluentCRM. Maintain synchronized data across your entire tech stack.
🔍
Search and update instead of creating duplicates
Check whether a contact already exists in Lexware before creating a new entry, updating existing records when matches are found. Keep your database clean and organized.
💳
Handle quotation and invoice status changes
Trigger follow-up actions in FluentCRM whenever an invoice or quotation status changes in Lexware. Track financial milestones effortlessly as deals progress.
💬
Extend your workflow to team messaging apps
Combine FluentCRM and Lexware with Slack or Gmail to notify team members and send client communications automatically as records are created.
And much more...

Who is FluentCRM + Lexware integration for?

Connect your WordPress CRM and accounting software to keep customer records and financial data synchronized across every department without manual entry.

Sales managers
Sales managers
Finance teams
Finance teams
Agency owners
Agency owners
Operations leads
Operations leads
Account managers
Account managers
Business analysts
Business analysts
📈
Sales managers
You rely on FluentCRM to track leads and pipeline stages, but your financial figures only update when someone manually exports data, so your conversion reporting is always delayed — with this integration, every new contact flows into your financial software instantly and your reporting stays accurate.
💰
Finance teams
You need to generate invoices and vouchers as soon as leads convert, but manual data transfers lead to billing bottlenecks and mismatched records — automating both apps means every contact and transaction syncs immediately and billing runs without errors.
💼
Agency owners
You manage client relationships and billings across separate platforms, but manual handoffs cause missed invoices and outdated client files — connecting these apps means client creation and invoicing happen in a unified workflow so your accounts remain pristine.
⚙️
Operations leads
The volume of new contacts coming into FluentCRM is too high for anyone to re-key into Lexware by hand, leading to growing backlogs — automating both apps means every contact record is created in your accounting system the moment it lands in your CRM.
🤝
Account managers
You depend on upstream contact creation to kick off client billing and project setup, but delays in manual entry stall your onboarding schedule — this integration means client records move straight from your CRM to accounting without waiting for manual handoffs.
📊
Business analysts
You need a reliable history of customer interactions paired with accurate billing records, but you keep finding gaps between CRM leads and accounting data — connecting these apps means every contact and invoice event is logged without discrepancies.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Lexware + FluentCRM

Build and manage your Lexware + FluentCRM 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 + FluentCRM 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FluentCRM to Lexware?
Frequently Asked Questions
You can connect FluentCRM to Lexware in 1 click using ready templates or ask Integrately AI to build the integration for you. Link your accounts, select your triggers, and start automating your workflow instantly.
Can I automatically create Lexware contacts when a new contact is added in FluentCRM?
Frequently Asked Questions
Can I connect FluentCRM, Lexware, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FluentCRM and Lexware?
Frequently Asked Questions
How does FluentCRM update contact data in Lexware?
Frequently Asked Questions
Can Lexware invoices trigger actions in FluentCRM?
Frequently Asked Questions
Do I need coding skills to automate FluentCRM and Lexware?
Frequently Asked Questions
Is the FluentCRM and Lexware integration free?
Frequently Asked Questions
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You Can Also Connect FluentCRM or Lexware With 1500+ Other Apps

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Lexware
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Sync Lexware with invoicing, payment processing, and reporting tools to keep financial data working across your stack.
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