Lexware + Moneybird Integration

Integrate Lexware to Moneybird in one click, or tell Integrately AI how you want each invoice handled. Sync your financial records, create contacts, update sales data, and keep your accounting accurate automatically.

Free foreverFree forever.
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
  • Moneybird
    Contact is created in Moneybird Instant
  • Moneybird
    Quote is created in Moneybird Instant
  • Moneybird
    Sales invoice is created in Moneybird Instant
  • Moneybird
    Sales invoice sent by email in Moneybird Instant
Arrow Right
2.
  • 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
  • Moneybird
    Update contact in Moneybird
  • Moneybird
    Create sales invoice in Moneybird
  • Moneybird
    Send sales invoice in Moneybird
  • Moneybird
    Create contact in Moneybird
  • Moneybird
    Search contact in Moneybird
  • Moneybird
    Create document in Moneybird
  • Moneybird
    Add attachment to document in Moneybird
  • Moneybird
    Create quote in Moneybird

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Ready Workflows Ready Workflows for Lexware + Moneybird Integration

Create sales invoices, manage contacts, update billing records, notify your team, and track your revenue, all in just one click.

Most popular automationsmost-popular-automations
  • 1of1
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Connect more apps to your Lexware + Moneybird flow

Streamline your billing workflow by pushing financial records to your CRM, notifying teams, and logging data. Pick a combination and activate it in one click.

Lexware
Moneybird
+
SalesforceSalesforce (4)
+
HubSpotHubSpot (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
TrelloTrello (4)
+
Google DriveGoogle Drive (4)
L
M
S
When an invoice is created in Lexware, create a sales invoice in Moneybird and add the contact in Salesforce.
New Lexware invoices instantly generate matching sales invoices in Moneybird and update your Salesforce contacts.
L
M
S
When a contact is created in Lexware, create a contact in Moneybird and log a task in Salesforce.
New Lexware contacts sync to Moneybird and open a follow-up task in Salesforce automatically.
L
M
S
When a quotation is created in Lexware, create a quote in Moneybird and update the deal stage in Salesforce.
Lexware quotations generate Moneybird quotes and advance your Salesforce pipeline simultaneously.
L
M
S
Use ChatGPT to summarise new Lexware invoices, create a Moneybird sales invoice, and update Salesforce.
ChatGPT extracts key invoice data before creating records in Moneybird and Salesforce.

Supported triggers and actions for Lexware and Moneybird

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
Try it โ†’
Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
Try it โ†’
Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
Try it โ†’
Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
Try it โ†’
Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
Try it โ†’
Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it โ†’
Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
Try it โ†’
Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
Try it โ†’
Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
Try it โ†’
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
Try it โ†’
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
Try it โ†’
Update contact in Lexware
Updates contact information with new details
Try it โ†’
Search contact in Lexware
Finds and retrieves contact information
Try it โ†’
Create a quotation in Lexware
Creates a new workspace
Try it โ†’
Search article by number in Lexware
Retrieves information about a specific article
Try it โ†’
Update article in Lexware
Modifies an existing article
Try it โ†’
Create confirmation order in Lexware
Creates a confirmation order
Try it โ†’
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
Try it โ†’
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†’
Moneybird
Moneybird Triggers & Actions
Instant
Contact is created in Moneybird
Triggers the automation when a new contact is created
Try it โ†’
Instant
Quote is created in Moneybird
Triggers the automation when a new quote is created
Try it โ†’
Instant
Sales invoice is created in Moneybird
Triggers the automation when a sales invoice is created
Try it โ†’
Instant
Sales invoice sent by email in Moneybird
Triggers the automation when a sales invoice is sent by email
Try it โ†’
Update contact in Moneybird
Updates the contact to the database
Try it โ†’
Create sales invoice in Moneybird
Generates a new sales invoice with pre-filled details
Try it โ†’
Send sales invoice in Moneybird
Sends a sales invoice
Try it โ†’
Create contact in Moneybird
Adds a new contact to the database
Try it โ†’
Search contact in Moneybird
Finds and retrieves contact information
Try it โ†’
Create document in Moneybird
Generates a new document
Try it โ†’
Add attachment to document in Moneybird
Include attachments in the particular document
Try it โ†’
Create quote in Moneybird
Generates a new quote with pre-filled information
Try it โ†’

What can you automate with Lexware + Moneybird?

Connect your accounting platforms to streamline invoicing, synchronize client profiles, and eliminate manual bookkeeping.

What you can automate?
๐Ÿงพ
Sync invoices between Lexware and Moneybird instantly
Generate a sales invoice in Moneybird the moment an invoice is created in Lexware. Keep your financial dashboards aligned across both accounting systems without manual data entry.
๐Ÿ“‹
Capture every submitted contact detail accurately
Map customer names, billing addresses, and contact numbers between Lexware and Moneybird automatically. Ensure your client database remains complete and consistent.
๐Ÿ””
Notify your team the moment billing occurs
Send instant alerts to your finance or sales channels whenever a new invoice or quotation is issued. Keep stakeholders informed without checking multiple dashboards.
๐Ÿ”€
Route transactions based on specific invoice fields
Apply conditional logic to handle high-value invoices differently from standard billing items. Direct your financial workflows precisely according to submitted parameters.
๐Ÿ”„
Keep financial records up to date as changes happen
Automatically update contact profiles and sales documents when modifications occur in either app. Prevent outdated records from lingering in your ledgers.
๐Ÿ”
Search and update records to prevent duplicates
Search existing client databases before creating new entries to avoid duplicate customer records. Maintain clean and organised books across your accounting stack.
๐Ÿ’ณ
Handle credit notes and quotation status changes
Process credit notes and track quotation status updates across platforms automatically. Keep your revenue pipeline accurate through every stage of the billing lifecycle.
๐Ÿš€
Extend your financial workflow to team apps
Connect your Lexware and Moneybird data to project management tools like Trello or storage apps like Google Drive. Trigger downstream tasks instantly after billing events.
And much more...

Who is Lexware + Moneybird integration for?

Freelancers, accountants, and small business owners managing finances across platforms eliminate manual data entry and keep billing records accurate.

Financial analysts
Financial analysts
Account managers
Account managers
Project directors
Project directors
Finance operations teams
Finance operations teams
Sales executives
Sales executives
Business owners
Business owners
๐Ÿ“ˆ
Financial analysts
You're reviewing revenue reports every week but your accounting records only update when someone manually exports invoices, so the ledger totals you're auditing against are always outdated โ€” this integration means every new invoice lands in your dashboard instantly and your financial data stays current.
โšก
Account managers
You need to track client billing status immediately, but you find out about issued invoices days later after manual checks โ€” with this integration, every billing event updates your records instantly and your client tracking stays synchronized.
๐Ÿค
Project directors
You answer to clients who want immediate confirmation of quotation approvals, but manual status handoffs delay your updates โ€” automating both apps means every quote and invoice triggers immediate system updates so stakeholder reports are always accurate.
๐Ÿ“Š
Finance operations teams
The transaction volume is too high for anyone to keep up by hand, leading to missed sales invoices and mismatched customer profiles โ€” connecting these apps means every billing record is logged instantly without human error.
๐Ÿ”„
Sales executives
You own the client relationship and depend on billing updates from the accounting team, but delays leave you guessing about payment statuses โ€” this integration means every billing milestone updates your customer records automatically.
๐Ÿ—‚๏ธ
Business owners
You need a reliable audit history for tax season but keep finding gaps between your invoicing tools โ€” automating both apps means every contact and invoice syncs seamlessly so your financial history remains complete.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Lexware + Moneybird

Build and manage your Lexware + Moneybird 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 + Moneybird 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 Lexware to Moneybird?
Frequently Asked Questions
You can connect Lexware to Moneybird in 1-click using ready-made templates on Integrately. Choose your trigger and action events, link your accounts, and let Integrately AI handle the setup.
Can I automatically create Moneybird sales invoices from Lexware invoices?
Frequently Asked Questions
Can I connect Lexware, Moneybird, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Moneybird?
Frequently Asked Questions
How does Lexware handle invoice and contact data during synchronization?
Frequently Asked Questions
How does Moneybird receive sales invoices and contacts from Lexware?
Frequently Asked Questions
Can I automate Lexware and Moneybird without coding skills?
Frequently Asked Questions
Is the Lexware and Moneybird integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Moneybird With 1500+ Other Apps

Lexware
Popular Lexware Integrations
Connect Lexware to CRM, email, and reporting tools to manage your billing data and client communications.
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Moneybird
Popular Moneybird Integrations
Sync Moneybird with project management, invoicing, and analytics tools to keep your financial stack working together.
See All
Moneybird Integrations arrow right
No popular apps found