Kanban Tool + Lexware Integration

Integrate Kanban Tool to Lexware in one click, or tell Integrately AI how you want each task handled. Create invoices, update contacts, create delivery notes, and track project finances automatically.

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1.
  • Kanban Tool
    Task is created in Kanban Tool
  • Kanban Tool
    Task is moved in Kanban Tool
  • Kanban Tool
    Task is updated in Kanban Tool
  • Kanban Tool
    Task is archived in Kanban Tool
  • Kanban Tool
    Checklist item is created in Kanban Tool
  • Kanban Tool
    Board is created in Kanban Tool
  • Kanban Tool
    Swimlane is created in Kanban Tool
  • Kanban Tool
    Card type is created in Kanban Tool
  • Kanban Tool
    Workflow stage is created in Kanban Tool
  • Kanban Tool
    Comment is created in Kanban Tool
  • Kanban Tool
    Activity is created on board in Kanban Tool
  • 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
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2.
  • Kanban Tool
    Create task in Kanban Tool
  • Kanban Tool
    Move task in Kanban Tool
  • Kanban Tool
    Delete task in Kanban Tool
  • Kanban Tool
    Search task in Kanban Tool
  • Kanban Tool
    Get task details in Kanban Tool
  • Kanban Tool
    Archive task in Kanban Tool
  • Kanban Tool
    Update task in Kanban Tool
  • Kanban Tool
    Create checklist item in Kanban Tool
  • Kanban Tool
    Complete checklist item in Kanban Tool
  • Kanban Tool
    Delete checklist item in Kanban Tool
  • Kanban Tool
    Create comment in Kanban Tool
  • 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 Kanban Tool + Lexware Integration

Create invoices, update contacts, track vouchers, and generate delivery notes, all in just one click.

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Connect more apps to your Kanban Tool + Lexware flow

Track project tasks alongside customer accounts, alert finance teams, and log financial records across your stack. Pick a combination and activate it in one click.

Kanban Tool
Lexware
+
TrelloTrello (4)
+
SalesforceSalesforce (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
K
L
T
Create an invoice in Lexware when a task is created in Kanban Tool, and create a card in Trello
New Kanban Tool tasks trigger a Lexware invoice and a Trello card simultaneously, keeping billing and project boards in sync.
L
K
T
When a contact is created in Lexware, create a task in Kanban Tool and create a card in Trello
New Lexware contacts automatically spawn a Kanban Tool task and a Trello card for onboarding.
K
L
T
When a task is moved in Kanban Tool, update the contact in Lexware and update the card in Trello
Task progress in Kanban Tool updates Lexware contact details and syncs Trello card status automatically.
K
L
T
Use Claude to summarise Kanban Tool task notes, create an invoice in Lexware, and create a card in Trello
Claude summarises task details before generating a Lexware invoice and logging a Trello card.

Supported triggers and actions for Kanban Tool and Lexware

Mix and match to build the exact automation you need

Kanban Tool
Kanban Tool Triggers & Actions
Task is created in Kanban Tool
Triggers the automation when a new task is created
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Task is moved in Kanban Tool
Triggers the automation when a task is moved with
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Task is updated in Kanban Tool
Triggers the automation when any task is updated
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Task is archived in Kanban Tool
Triggers the automation when any task is archived
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Checklist item is created in Kanban Tool
Triggers the automation when a new checklist item is created
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Board is created in Kanban Tool
Triggers the automation when a new board is created
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Swimlane is created in Kanban Tool
Triggers the automation when a new swimlane is created
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Card type is created in Kanban Tool
Triggers the automation when a new type of card is created
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Workflow stage is created in Kanban Tool
Triggers the automation when a workflow stage is created
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Comment is created in Kanban Tool
Triggers the automation when a new comment is created
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Activity is created on board in Kanban Tool
Triggers the automation when any activity is created in the particular board
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Create task in Kanban Tool
Creates a new task
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Move task in Kanban Tool
Transfer the task to a new location
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Delete task in Kanban Tool
Removes a particular task
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Search task in Kanban Tool
Searches for a task
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Get task details in Kanban Tool
Retrieves details about a task from the designated source
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Archive task in Kanban Tool
Move completed tasks to a designated archive folder
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Update task in Kanban Tool
Updates the task with new information or changes
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Create checklist item in Kanban Tool
Generates a checklist item in a particular checklist
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Complete checklist item in Kanban Tool
Mark checklist item as complete
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Delete checklist item in Kanban Tool
Removes an item from a checklist
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Create comment in Kanban Tool
Generates a new comment
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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
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
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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
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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
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
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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†’

What can you automate with Kanban Tool + Lexware?

Connect your project management and accounting workflows to eliminate manual data entry and keep financial records synchronised.

What you can automate?
๐Ÿงพ
Generate invoices from new project tasks
Automatically create a Lexware invoice the moment a new task is created in Kanban Tool. Eliminate manual billing delays and keep revenue tracking accurate.
๐Ÿ“‹
Capture all task details and line items
Map available Kanban Tool task descriptions and checklists directly into Lexware invoices and quotations. Ensure your accounting records contain full context.
๐Ÿ””
Alert your finance team instantly
Send notifications to your team whenever invoices are generated or payment statuses change. Keep accounting and operations aligned in real time.
๐Ÿ”€
Route records based on task priority
Apply conditional logic to create invoices, quotations, or delivery notes in Lexware depending on specific Kanban Tool task labels or workflow stages.
๐Ÿ”„
Keep financial records up to date
Synchronise task progress updates with Lexware contact and invoice changes automatically. Maintain accurate records without manual data entry.
๐Ÿ”
Search and update existing records
Search for existing contacts and invoices in Lexware before creating new entries. Prevent duplicate records and keep your database clean.
โšก
Manage status changes and vouchers
Automatically update task statuses when Lexware invoice or voucher statuses change. Streamline your entire order-to-cash workflow.
๐ŸŒ
Extend workflows with third-party apps
Connect your Kanban Tool and Lexware automation flow with Slack, Gmail, or Google Drive to notify stakeholders and archive documents effortlessly.
And much more...

Who is Kanban Tool + Lexware integration for?

Project managers and finance teams managing tasks and billing workflows benefit by eliminating manual data entry, ensuring invoices and task records stay perfectly aligned.

Project Controllers
Project Controllers
Finance Managers
Finance Managers
Client Relations Leads
Client Relations Leads
Operations Coordinators
Operations Coordinators
Billing Specialists
Billing Specialists
Accounting Auditors
Accounting Auditors
๐Ÿ“ˆ
Project Controllers
You manage project billables and timelines, but your financial records only update when someone manually exports tasks, so the revenue numbers you report against are always a few hours behind โ€” integrating these apps means every new task event triggers accounting updates instantly and your data stays current.
๐Ÿ’ฐ
Finance Managers
You need to issue invoices the moment project work begins, and you find out about completed milestones too late because notifications get lost in email threads โ€” connecting these apps means invoices are generated automatically upon task creation and your billing cycle runs without delays.
๐Ÿค
Client Relations Leads
You answer to clients who want to see progress reports matched against billing statements, but reconciling your project board with your accounting software takes hours of manual cross-referencing โ€” automating both apps means your records match effortlessly and client reviews are friction-free.
โš™๏ธ
Operations Coordinators
The volume of billable project tasks is too high for anyone to keep up by hand, leading to missed invoices and untracked billable hours across your teams โ€” this integration means every task action flows directly into your accounting software without manual intervention.
๐Ÿงพ
Billing Specialists
You own the invoicing step and depend on project managers to hand over completed task details, but information handoffs are frequently delayed or incomplete โ€” with this integration, billing triggers occur immediately when tasks are updated or created in your workspace.
๐Ÿ”
Accounting Auditors
You need a reliable history of project billing and keep finding gaps between task execution records and financial entries in your ledger โ€” automating both apps means every task and invoice creates an uncompromised audit trail across your entire system.
Our team

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Why choose Integrately to automate Kanban Tool + Lexware

Build and manage your Kanban Tool + 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 Kanban Tool + 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 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kanban Tool to Lexware?
Frequently Asked Questions
You can connect Kanban Tool to Lexware in 1 click using ready workflows on Integrately or ask Integrately AI to build custom automations with Slack, Gmail, and 1,500+ other apps.
Can I automatically create Lexware invoices from Kanban Tool tasks?
Frequently Asked Questions
Can I connect Kanban Tool, Lexware, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kanban Tool and Lexware?
Frequently Asked Questions
How are task updates in Kanban Tool handled in Lexware?
Frequently Asked Questions
Can I sync customer contacts between Lexware and Kanban Tool?
Frequently Asked Questions
Do I need coding skills to automate Kanban Tool and Lexware?
Frequently Asked Questions
Is the Kanban Tool and Lexware integration free?
Frequently Asked Questions
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You Can Also Connect Kanban Tool or Lexware With 1500+ Other Apps

Kanban Tool
Popular Kanban Tool Integrations
Connect Kanban Tool to project management, team chat, and tracking tools to streamline collaboration.
Lexware
Popular Lexware Integrations
Sync Lexware with banking, CRM, and reporting tools to keep financial data working across your stack.
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Lexware Integrations arrow right
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