Lexware + Pipefy Integration

Integrate Lexware to Pipefy in one click, or tell Integrately AI how you want each invoice handled. Track financial operations, update your operational boards, notify your team, and manage follow-ups 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
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
Arrow Right
2.
  • 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
    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
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy

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Ready Workflows Ready Workflows for Lexware + Pipefy Integration

Create operational cards from new invoices, update contacts, track delivery notes, notify your team, and manage follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Lexware + Pipefy flow

Connect financial data and workflow boards with your CRM, customer communication, and payment tools. Pick a combination and activate it in one click.

Lexware
Pipefy
+
ShopifyShopify (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
TrelloTrello (4)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
S
L
P
Create an invoice in Lexware and a card in Pipefy when a new Shopify order is placed.
New Shopify orders generate a Lexware invoice and a Pipefy card instantly, eliminating manual entry across your sales and finance stack.
S
L
P
Create a credit note in Lexware and update the card in Pipefy when a Shopify refund is processed.
Refunded Shopify orders instantly trigger a Lexware credit note and update your Pipefy workflow card.
S
L
P
Create a contact in Lexware and a card in Pipefy for every new Shopify customer.
New Shopify customers automatically appear as contacts in Lexware and receive an onboarding card in Pipefy.
S
L
P
Create a delivery note in Lexware and update the Pipefy card when a Shopify order is fulfilled.
Fulfilled Shopify orders trigger a Lexware delivery note and update your fulfillment card in Pipefy.

Supported triggers and actions for Lexware and Pipefy

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
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
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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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Create contact in Lexware
Adds a new contact to the database
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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
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Create article in Lexware
Adds a new article to the database
Try it โ†’
Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
Try it โ†’

What can you automate with Lexware + Pipefy?

Connect your financial documents and operational workflows to run your business without manual data transfer.

What you can automate?
๐Ÿงพ
Create Pipefy cards from new Lexware invoices
Automatically open a tracking card in Pipefy the moment an invoice is created in Lexware. Keep your operations team synchronized with billing milestones without manual copy-pasting.
๐Ÿ“‹
Capture every submitted invoice field
Map all available Lexware invoice and contact details directly into your Pipefy card fields. Your operational boards receive complete context for every transaction.
๐Ÿ””
Notify your team as soon as documents arrive
Trigger instant team alerts when new quotations, contacts, or invoices are generated in Lexware. Ensure staff members respond to high-priority client requests immediately.
๐Ÿ”€
Route records based on submitted criteria
Send high-value invoices to priority Pipefy boards while routing standard orders to routine queues. Automatically segment your operational workload.
๐Ÿ”„
Keep operational boards up to date
Synchronize status changes between Lexware and Pipefy automatically. When an invoice or contact changes, your operational cards reflect the update instantly.
๐Ÿ”
Add or update records without duplicates
Search existing contacts and invoices in Lexware before creating new records in Pipefy. Maintain a clean database without redundant entries.
๐Ÿ’ณ
Handle payment and status changes smoothly
Manage credit notes, vouchers, and status updates across Lexware and Pipefy automatically. Keep financial records accurate when orders or payments change.
๐Ÿ’ฌ
Extend your workflow to team chat apps
Connect Lexware and Pipefy with Slack to announce new invoices and card updates directly in your team channels. Streamline internal communication effortlessly.
And much more...

Who is Lexware + Pipefy integration for?

Financial controllers, operations managers, and accounting teams looking to eliminate manual data entry between invoicing and workflow boards.

Financial controllers
Financial controllers
Operations managers
Operations managers
Client service directors
Client service directors
Sales operations teams
Sales operations teams
Project managers
Project managers
Accounting specialists
Accounting specialists
๐Ÿ“ˆ
Financial controllers
You review financial reports and invoices generated in Lexware, but your operational tracking boards in Pipefy only update when someone manually copies data across, so your revenue metrics are always outdated โ€” automating both apps means every new invoice creates a card instantly and your reporting stays current.
โšก
Operations managers
You need to act fast on new client onboarding and project kickoff cards in Pipefy, but you find out about new Lexware invoices hours later when checking spreadsheets โ€” this integration means every billing event creates a tracking card immediately and your operations start without delay.
๐Ÿค
Client service directors
You answer to external stakeholders who want visibility into project progress and billing status, but keeping both Lexware and Pipefy updated by hand leads to missing records โ€” connecting these apps means client touchpoints flow seamlessly into your workflow boards and accountability is guaranteed.
๐Ÿ“Š
Sales operations teams
The volume of new quotations and contacts coming into Lexware is too high for your team to keep up with by hand, leading to neglected follow-ups in Pipefy โ€” automating these apps means every sales document instantly triggers a workflow card and your pipeline stays fully populated.
๐Ÿ”„
Project managers
You depend on your billing team to hand over new client projects from Lexware before you can open tasks in Pipefy, causing frustrating operational bottlenecks โ€” integrating these apps means approved invoices generate workflow cards automatically and your team starts execution right away.
๐Ÿ—‚๏ธ
Accounting specialists
You need a reliable history of all transactions and customer contact changes, but you keep finding gaps between your Lexware records and Pipefy boards โ€” with this integration, every contact and invoice change syncs automatically and your audit trail remains complete.
Our team

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Why choose Integrately to automate Lexware + Pipefy

Build and manage your Lexware + Pipefy 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 + Pipefy 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?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Lexware to Pipefy?
Frequently Asked Questions
You can connect Lexware to Pipefy in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Shopify, Slack, and HubSpot.
Can I automatically create Pipefy cards from new Lexware invoices?
Frequently Asked Questions
Can I connect Lexware, Pipefy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Pipefy?
Frequently Asked Questions
How does Lexware handle contact data in these integrations?
Frequently Asked Questions
Can Pipefy update cards when Lexware records change?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Pipefy?
Frequently Asked Questions
Is the Lexware and Pipefy integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Pipefy With 1500+ Other Apps

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Sync Pipefy with CRM, project management, and communication tools to keep operations running smoothly.
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