Lexware + Microsoft Office 365 Integration

Integrate Lexware to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Create contacts, send emails, schedule calendar events, and update records 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
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
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
    Search article by number in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Update 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
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365

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Ready Workflows Ready Workflows for Lexware + Microsoft Office 365 Integration

Capture contacts, send welcome emails, schedule calendar events, and create follow-up tasks, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Lexware contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Microsoft Office 365 message for every new Lexware contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Lexware + Microsoft Office 365 Integration

Create Microsoft Office 365 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 Microsoft Office 365 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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Microsoft Office 365 + Lexware Integration

Create Lexware contact for new Microsoft Office 365 contact

If you're using Microsoft Office 365 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 Microsoft Office 365, 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.
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Connect more apps to your Lexware + Microsoft Office 365 flow

Connect billing, CRM, messaging, and support tools to extend your core automation flow. Pick a combination and activate it in one click.

Lexware
Microsoft Office 365
+
ShopifyShopify (3)
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
TrelloTrello (3)
S
L
M
Create an invoice in Lexware for every new Shopify order, and send a confirmation email in Microsoft Office 365
Shopify orders automatically generate an invoice in Lexware while Microsoft Office 365 sends out customer emails without manual entry.
S
L
M
Create a contact in Lexware when a Shopify customer is added, and update the contact in Microsoft Office 365
New Shopify customers are added to Lexware and synchronized with Microsoft Office 365 instantly.
S
L
M
When a Shopify refund is processed, create a credit note in Lexware and notify the team in Microsoft Office 365
Shopify refunds trigger a credit note in Lexware and an email notification in Microsoft Office 365.

Supported triggers and actions for Lexware and Microsoft Office 365

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
Try it →
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
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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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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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Update contact in Lexware
Updates contact information with new details
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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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Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
Try it →
Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
Try it →

What can you automate with Lexware + Microsoft Office 365?

Streamline your accounting, contact management, and scheduling workflows with ready-made automation rules.

What you can automate?
🔄
Sync Lexware contacts to Microsoft Office 365 automatically
Every time a new contact is created in Lexware, a matching contact is instantly generated in Microsoft Office 365. Keep your address books aligned without manual data entry.
📋
Capture every submitted invoice and quotation field
Map all available details from Lexware invoices and quotations into Microsoft Office 365 emails and calendar descriptions. Ensure complete records are always accessible.
🔔
Notify your team as soon as documents change
Send immediate email notifications via Microsoft Office 365 whenever an invoice status or quotation changes in Lexware. Keep stakeholders informed in real time.
🔀
Route records based on submitted criteria
Trigger different Microsoft Office 365 actions depending on the specific criteria in your Lexware orders or invoices. Send specialized emails or schedule targeted calendar events.
🔄
Keep contact records up to date across platforms
Whenever contact details are modified in Lexware, automatically update the corresponding contact information in Microsoft Office 365 to prevent outdated records.
🔍
Search and update instead of creating duplicates
Check for existing records before creating new entries, ensuring your Microsoft Office 365 database remains clean and free of duplicate contacts.
💳
Handle later status changes and payment updates
Automate follow-up actions when invoice statuses, vouchers, or credit notes are updated in Lexware. Trigger corresponding calendar reminders or notification emails.
🔗
Extend your workflow to Slack
Connect Lexware and Microsoft Office 365 with Slack to notify team channels instantly when major accounting milestones or contact updates occur.
And much more...

Who is Lexware + Microsoft Office 365 integration for?

Connect your accounting records and office communications so teams operate with precise financial data and timely schedules.

Financial analysts
Financial analysts
Operations managers
Operations managers
Client account managers
Client account managers
Billing coordinators
Billing coordinators
Account executives
Account executives
Compliance officers
Compliance officers
📈
Financial analysts
You're reviewing revenue reports but your accounting figures only update when someone manually exports invoices from Lexware, so the row counts you're optimising against are always a few hours behind — with this integration, every new invoice lands in your records instantly and your data stays current.
Operations managers
You need to act fast on client communications, but manual contact creation delays your response time, so opportunities slip through the cracks — automating both apps means every new contact is captured instantly and follow-ups happen without delay.
🤝
Client account managers
You answer to clients who expect prompt updates on billing and project status, but scattered spreadsheets leave you searching for details, so communication stalls — connecting these apps means your client records and schedules stay perfectly synchronised.
📊
Billing coordinators
The volume of invoices and vouchers is too high for anyone to keep up by hand, so manual entry errors cause billing discrepancies — this integration means every transaction is processed automatically and error rates drop to zero.
👤
Account executives
You own the client onboarding step and depend on someone upstream to hand over contact details, but manual handoffs cause frustrating delays, so deals lose momentum — automating both apps means client details flow seamlessly into your calendar and contacts.
📁
Compliance officers
You need a reliable audit history but keep finding gaps in your manual logs, so compliance reviews become stressful — integrating these apps means every document and contact change is logged precisely with zero missing records.
Our team

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Why choose Integrately to automate Lexware + Microsoft Office 365

Build and manage your Lexware + Microsoft Office 365 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 + Microsoft Office 365 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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Frequently Asked Questions

How do I connect Lexware to Microsoft Office 365?
Frequently Asked Questions
You can connect Lexware to Microsoft Office 365 in 1 click using ready workflows on Integrately. Choose a template or ask Integrately AI to build your integration with apps like Shopify, Salesforce, and HubSpot.
Can I automatically sync Lexware contacts to Microsoft Office 365?
Frequently Asked Questions
Can I connect Lexware, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Microsoft Office 365?
Frequently Asked Questions
How does Lexware handle contact and invoice data in automations?
Frequently Asked Questions
Can Microsoft Office 365 trigger emails and calendar events from Lexware data?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Microsoft Office 365?
Frequently Asked Questions
Is the Lexware and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Microsoft Office 365 With 1500+ Other Apps

Lexware
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Microsoft Office 365
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with communication, CRM, and project management platforms to keep your team connected.