Lexware + Holded Integration

Integrate Holded to Lexware in one click, or tell Integrately AI how you want each invoice handled. Create invoices, sync contacts, generate delivery notes, and keep your financial records aligned automatically.

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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
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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2.
  • Lexware
    Update 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
    Search article by number in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create 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
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded

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Ready Workflows Ready Workflows for Holded + Lexware Integration

Create invoices from purchases, sync contacts, update vouchers, and generate credit notes, all in just one click.

Most popular automationmost-popular-automations
Lexware + Holded Integration

Create Holded 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 Holded 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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Lexware + Holded Integration

Create Holded deal for new Lexware contact

This automation makes it easy to create new deals in Holded 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 Holded.

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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  • 1of1
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Connect more apps to your Holded + Lexware flow

Streamline billing, customer communications, and store management by connecting external tools to your core accounting stack. Pick a combination and activate it in one click.

Lexware
Holded
+
StripeStripe (3)
+
PayPalPayPal (3)
+
ShopifyShopify (3)
+
WooCommerceWooCommerce (3)
+
GmailGmail (3)
+
SlackSlack (3)
S
H
L
When a Stripe charge is created, create a contact in Holded and generate an invoice in Lexware.
Stripe payments instantly trigger a new contact in Holded and create a corresponding invoice in Lexware without manual data entry.
S
H
L
When a Stripe customer is created, update contact in Holded and update contact in Lexware.
New Stripe customers automatically update your contact lists in Holded and Lexware for unified customer data.
S
H
L
When a Stripe payment fails, create a sales invoice in Holded and create a voucher in Lexware.
Failed Stripe payments immediately generate tracking records in Holded and Lexware for financial auditing.

Supported triggers and actions for Lexware and Holded

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
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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
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Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
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Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
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Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
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Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
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Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
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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
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Update contact in Lexware
Updates contact information with new details
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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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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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Create contact in Lexware
Adds a new contact to the database
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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
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Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
Try it โ†’
Create contact in Holded
Adds a new contact to the database
Try it โ†’
Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
Try it โ†’

What can you automate with Holded + Lexware?

Streamline your financial accounting and company management operations with powerful automated workflows.

What you can automate?
๐Ÿงพ
Sync invoices between Holded and Lexware instantly
Automatically generate an invoice in Lexware whenever a new invoice is created in Holded. Eliminate manual data entry and keep your financial records perfectly aligned.
๐Ÿ“‹
Capture every submitted invoice field accurately
Map all available invoice items, pricing details, and tax lines directly into your accounting platform instead of manual transcription. Your books remain complete and detailed.
๐Ÿ””
Notify your finance team the moment invoices arrive
Send instant alerts to your team channels whenever a new purchase or sales invoice is recorded. Keep every department informed of financial updates in real time.
๐Ÿ”€
Route records based on submitted transaction values
Apply conditional logic to direct high-value invoices to specialized accounting queues while standard invoices process normally through your standard workflow.
๐Ÿ”„
Keep financial records up to date as changes occur
Automatically update contact information and invoice statuses across both platforms whenever modifications are made. Prevent outdated data from entering your ledger.
๐Ÿ”
Search and update contacts instead of creating duplicates
Check existing database records by email or phone before creating new entries. Maintain a clean customer directory across both applications.
๐Ÿ’ณ
Handle later payment statuses and credit notes
Automatically generate credit notes or mark invoices as paid in your accounting system whenever payment events or refunds occur. Keep your cash flow accurate.
๐Ÿ’ฌ
Extend your financial flows to team communication apps
Connect your core accounting pair with Slack or Gmail to notify stakeholders and share document summaries automatically as transactions complete.
And much more...

Who is Holded + Lexware integration for?

Business owners and finance teams managing operations across platforms who need seamless data synchronisation between financial tools and business management software without manual data entry.

Finance Managers
Finance Managers
Operations Directors
Operations Directors
Accountants
Accountants
Billing Specialists
Billing Specialists
Sales Representatives
Sales Representatives
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Managers
You're reviewing financial statements but your accounting sheet only updates when someone manually exports invoices, so the revenue metrics you're reporting on are always a few hours behind โ€” with this integration, every new invoice lands in your books instantly and your reporting stays accurate.
โšก
Operations Directors
You're managing company workflows across multiple software tools but company purchases only appear in your system after manual entry, so your budget tracking is constantly out of sync โ€” connecting these apps means every purchase record updates automatically and your operations run smoothly.
๐Ÿ“‹
Accountants
You answer to external stakeholders who want to see real-time financial progress, but transaction data requires manual transcription between platforms, so progress reports are delayed โ€” automating both apps means every voucher and invoice syncs instantly and your stakeholders see live numbers.
๐Ÿ”„
Billing Specialists
The volume of daily orders is too high for your team to keep up by hand, and manual invoice creation leads to costly bookkeeping errors, so customer accounts fall behind โ€” this integration means every transaction generates an invoice instantly without manual data entry.
๐Ÿค
Sales Representatives
You own the client onboarding stage and depend on someone upstream to hand over customer details, but manual handovers stall your pipeline, so deals take longer to close โ€” integrating these apps means every new contact transfers instantly and your sales workflow moves forward without delays.
๐Ÿ—‚๏ธ
Business Owners
You need a reliable history of company transactions but keep finding gaps in your records due to disconnected software tools, so auditing becomes a burden โ€” with this integration, every order, invoice, and payment is logged accurately and your financial history stays complete.
Our team

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Why choose Integrately to automate Lexware + Holded

Build and manage your Lexware + Holded 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 + Holded 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 Holded to Lexware?
Frequently Asked Questions
You can connect Holded to Lexware in 1 click using ready-made templates on Integrately. Choose your workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Lexware invoices from Holded purchases?
Frequently Asked Questions
Can I connect Holded, Lexware, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Lexware?
Frequently Asked Questions
How are contacts updated between Holded and Lexware?
Frequently Asked Questions
Can I generate credit notes in Lexware from Holded?
Frequently Asked Questions
Do I need coding skills to automate Holded and Lexware?
Frequently Asked Questions
Is the Holded and Lexware integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Lexware With 1500+ Other Apps

Holded
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Lexware
Popular Lexware Integrations
Sync Lexware with banking, reporting, and invoicing platforms to keep financial data working across your stack.
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