Lexware + Podio Integration

Integrate Lexware to Podio in one click, or tell Integrately AI how you want each invoice handled. Create Podio items, update contacts, notify your team, and trigger follow-ups 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
  • Podio
    Item is created in Podio
  • Podio
    Task is created in Podio
  • Podio
    Application is created in Podio
  • Podio
    View is created in Podio
  • Podio
    Organization is created in Podio
  • Podio
    Workspace is created in Podio
Arrow Right
2.
  • Lexware
    Create contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Update article 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
  • Podio
    Create task in Podio
  • Podio
    Create status in Podio
  • Podio
    Update status in Podio
  • Podio
    Update task in Podio
  • Podio
    Search item in Podio
  • Podio
    Update item in Podio
  • Podio
    Create item in Podio
  • Podio
    Get item details by id in Podio

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Ready WorkflowsReady Workflows ย  for Lexware + Podio Integration

Capture new invoices, organise contacts, update project tasks, alert your team, and send follow-ups, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Lexware + Podio flow

Sync your accounting data with CRMs, messaging tools, and spreadsheets to keep your entire organization aligned. Pick a combination and activate it in one click.

Lexware
Podio
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
TrelloTrello (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
GmailGmail (3)
L
P
S
Create a Podio item from every new Lexware invoice, and notify your finance channel in Slack
New Lexware invoices instantly generate matching items in Podio while alerting your finance team in Slack, eliminating manual data entry.
L
P
S
When a Lexware contact is created, update the Podio item and notify your sales channel in Slack
New Lexware contacts update your Podio workspace automatically, and your sales team receives an instant update in Slack.
L
P
S
Create a Podio task when a Lexware quotation is created, and notify your team in Slack
Lexware quotations automatically trigger Podio tasks so your team can begin follow-up actions right away in Slack.
L
P
S
Use ChatGPT to summarise new Lexware invoices, create a Podio item, and alert your team in Slack
ChatGPT extracts key terms from new Lexware invoices before creating a Podio item and notifying your team in Slack.

Supported triggers and actions for Lexware and Podio

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
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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
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
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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†’
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 in Lexware
Finds and retrieves contact information
Try it โ†’
Create a quotation in Lexware
Creates a new workspace
Try it โ†’
Create confirmation order in Lexware
Creates a confirmation order
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†’
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†’
Podio
Podio Triggers & Actions
Item is created in Podio
Triggers the automation when a new item is created
Try it โ†’
Task is created in Podio
Triggers the automation when a new task is created
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Application is created in Podio
Triggers the automation when a new application is created
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View is created in Podio
Triggers the automation when a new view is created
Try it โ†’
Organization is created in Podio
Triggers the automation when a new organization is created
Try it โ†’
Workspace is created in Podio
Triggers the automation when a new workspace is created
Try it โ†’
Create task in Podio
Creates a new task
Try it โ†’
Create status in Podio
Generates a new status update
Try it โ†’
Update status in Podio
Updates the status of a particular object with latest information
Try it โ†’
Update task in Podio
Updates the task with new information or changes
Try it โ†’
Search item in Podio
Locates and retrieves particular item information
Try it โ†’
Update item in Podio
Updates an item with new information
Try it โ†’
Create item in Podio
Generates a new item
Try it โ†’
Get item details by id in Podio
Retrieves item details using its id
Try it โ†’

What can you automate with Lexware + Podio?

Streamline your billing, contact management, and project tracking with automated workflows connecting Lexware and Podio.

What you can automate?
๐Ÿงพ
Create Podio items from Lexware invoices automatically
Every new invoice created in Lexware generates a corresponding item in Podio with all financial and client details attached. Your project management workspace stays synchronised with accounting data without manual copying.
๐Ÿ“‡
Synchronise contacts between Lexware and Podio
Map client profiles, email addresses, and company details so that contacts created or changed in Lexware update your Podio workspace instantly. Eliminate duplicate data entry across departments.
๐Ÿ””
Notify your team the moment quotations are issued
Trigger team alerts and task creation in Podio whenever a new quotation is generated in Lexware. Keep project managers informed and ready for incoming client work.
๐Ÿ”€
Route records based on invoice amounts or status
Apply conditional logic to direct high-value Lexware invoices to senior management items in Podio while standard invoices follow regular project paths. Tailor your workflow to business rules.
๐Ÿ”„
Keep project records current as invoices change
Whenever an invoice status changes or billing details are updated in Lexware, your Podio workspace reflects the modifications in real time. Maintain a single source of truth for all projects.
๐Ÿ”
Search and update existing items instead of duplicating
Automatically search for matching contact records or project items in Podio before updating them with fresh Lexware data. Keep your database clean and free of redundant entries.
๐Ÿ’ณ
Handle payment milestones and credit notes smoothly
Track credit note creation and voucher status changes in Lexware to update financial milestones in Podio. Keep revenue tracking accurate throughout the client lifecycle.
๐Ÿ”Œ
Extend billing workflows to Slack and Google Drive
Connect your Lexware and Podio integration with supporting apps like Slack or Google Drive to archive documents and alert teams across your entire technology stack.
And much more...

Who is Lexware + Podio integration for?

Accounting teams, project managers, and business owners eliminate manual data entry and keep financial records synchronised with project workspaces.

Finance Managers
Finance Managers
Project Coordinators
Project Coordinators
Client Account Leads
Client Account Leads
Small Business Owners
Small Business Owners
Sales Representatives
Sales Representatives
Operations Directors
Operations Directors
๐Ÿ“ˆ
Finance Managers
You're reviewing billing ledgers in Lexware but your project status reports in Podio are always outdated because figures are copied by hand every week โ€” this integration means every new invoice updates your workspace instantly and your financial visibility stays current.
๐Ÿ“‹
Project Coordinators
You manage client deliverables in Podio but find out about signed quotations days after they are issued in Lexware, leaving your team rushing to staff projects โ€” automating both apps means every quote triggers project tasks automatically and work begins on schedule.
๐Ÿค
Client Account Leads
You depend on accurate client contact details across your sales and billing departments, but mismatched records in Lexware and Podio lead to communication errors โ€” connecting these apps means contact updates flow across systems instantly and customer data remains pristine.
๐Ÿ’ผ
Small Business Owners
You handle accounting and operations simultaneously, spending precious hours transferring invoice totals from Lexware into Podio tracking boards โ€” with this integration, every financial record transfers automatically and administrative overhead disappears.
๐ŸŽฏ
Sales Representatives
You issue quotations in Lexware and wait for manual handoffs before creating project items in Podio, causing friction in client onboarding โ€” this integration means your pipeline updates immediately upon quote creation and deal momentum never stalls.
๐Ÿ“Š
Operations Directors
You need reliable audit histories across your delivery notes and invoicing records, but manual data entry leaves frustrating gaps in your Podio archives โ€” automating both apps means every document generates verifiable workspace entries with zero missing data.
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 + Podio

Build and manage your Lexware + Podio 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 + Podio 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Lexware to Podio?
Frequently Asked Questions
You can connect Lexware to Podio instantly using 1-click ready workflows on Integrately, or use Integrately AI to build your custom setup alongside apps like Slack, Google Drive, and HubSpot.
Can I automatically create Podio items when a new Lexware invoice is issued?
Frequently Asked Questions
Can I connect Lexware, Podio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Podio?
Frequently Asked Questions
How are Lexware contacts synchronized with Podio?
Frequently Asked Questions
Can I track Lexware quotations inside Podio workspaces?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Podio?
Frequently Asked Questions
Is the Lexware and Podio integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Podio With 1500+ Other Apps

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Podio
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