Create Rise contact from new Lexware contact
Lexware + Rise Integration
Lexware + Rise Integration
Integrate Lexware to Rise in one click, or tell Integrately AI how you want each course enrollment handled. Track learning progress, create invoices, update contact records, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Delivery note is created in Lexware Instant- Contact is created in Lexware Instant
- Contact is changed in Lexware Instant
- Contact is deleted in Lexware Instant
- Invoice is created in Lexware Instant
- Invoice is changed in Lexware Instant
- Invoice is deleted in Lexware Instant
- Quotation is created in Lexware Instant
- Quotation is changed in Lexware Instant
- Quotation status is changed in Lexware Instant
- Quotation is deleted in Lexware Instant
- Order confirmation is created in Lexware Instant
- Voucher is created in Lexware Instant
- Invoice status is changed in Lexware Instant
- Voucher status is changed in Lexware Instant
- Order confirmation status is changed in Lexware Instant
- Credit note is created in Lexware Instant
- Credit note is changed in Lexware Instant
- Credit note status is changed in Lexware Instant
- Credit note is deleted in Lexware Instant
- Voucher is changed in Lexware Instant
- Voucher is deleted in Lexware Instant
- Order confirmation is changed in Lexware Instant
- Order confirmation is deleted in Lexware Instant
Course Completed in Rise Instant- Course Submitted in Rise Instant
- User created in Rise Instant
- Enrollment created in Rise Instant
2.
- Create contact in Lexware
- Update contact in Lexware
- Search contact in Lexware
- Create a quotation in Lexware
- Search article by number in Lexware
- Update article in Lexware
- Get invoice by ID in Lexware
- Create delivery note in Lexware
- Create confirmation order in Lexware
- Search contact by name in Lexware
- Create an invoice in Lexware
- Create a voucher in Lexware
- Create a credit note in Lexware
- Search invoice voucher list in Lexware
- Create article in Lexware
- Create invitation in Rise
- Search User in Rise
- Search Invitation in Rise
Trusted by experts at...
Ready Workflows for Lexware + Rise Integration
Enroll users, generate invoices, track course completions, update contact records, and send notifications, all in just one click.
Most popular automation
Create Lexware contact from new Rise contact
When you create a new contact in Rise, this automation will automatically create a corresponding contact in Lexware.
This makes it easy for you to send out automated email marketing campaigns to your new contact. It's a great way to stay in touch with your users and grow your mailing lists.
This makes it easy for you to send out automated email marketing campaigns to your new contact. It's a great way to stay in touch with your users and grow your mailing lists.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Lexware + Rise flow
Connect accounting, training records, and team communication tools to keep your business operations synchronized. Pick a combination and activate it in one click.
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BambooHR (4)
BambooHR (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
Mailchimp (4)
Mailchimp (4) +
Calendly (4)
Calendly (4) +
Stripe (4)
Stripe (4) L
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When a contact is created in Lexware, create an invitation in Rise and add an employee in BambooHR
New Lexware contacts generate training invitations in Rise and employee profiles in BambooHR instantly.
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When a course is completed in Rise, create an invoice in Lexware and update the employee record in BambooHR
Rise course completions instantly trigger Lexware invoices and update employee training logs in BambooHR.
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When an invoice is created in Lexware, create an enrollment in Rise and update employee details in BambooHR
Lexware invoices trigger Rise course enrollments and update staff records in BambooHR automatically.
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Use Claude to evaluate training feedback in Rise, create a Lexware voucher, and update BambooHR records
Claude analyses Rise training feedback, creates a Lexware voucher, and updates employee records in BambooHR.
Supported triggers and actions for Lexware and Rise
Mix and match to build the exact automation you need
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
Try it → Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
Try it → Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
Try it → Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it → Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
Try it → Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
Try it → Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
Try it → Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it → Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it → Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it → Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it → Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it → 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
Try it → Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it → Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it → Rise Triggers & Actions
Instant
Course Submitted in Rise
Triggers the automation when a course is successfully submitted by owner
Try it → What can you automate with Lexware + Rise?
Streamline your accounting and training management with robust automated workflows between Lexware and Rise.
🔄
Automate course enrollments from new Lexware invoices
Trigger a training invitation or enrollment in Rise the moment an invoice or quotation is created in Lexware, removing manual administrative setup.
📑
Capture every submitted participant detail accurately
Map all available Rise course submission fields directly into your Lexware contacts and vouchers instead of copying names and emails by hand.
🔔
Notify your team instantly on completion
Send immediate alerts to your finance or support channels the moment a user completes a course or updates their training status in Rise.
🔀
Route records based on submitted criteria
Apply conditional logic to create specific vouchers, invoices, or training tracks depending on the details submitted in your Lexware or Rise records.
🔄
Keep financial and training records updated
Synchronize status changes across both platforms so that modified invoices or updated user profiles reflect accurately everywhere in real time.
🔍
Search and update instead of creating duplicates
Check existing database records in Lexware before creating new contacts or invoices, preventing duplicate entries during busy onboarding periods.
💳
Handle payment and status changes automatically
Trigger workflow adjustments when invoice statuses, credit notes, or course completion milestones are updated in either application.
🌐
Extend your workflow to external apps
Connect your Lexware and Rise core workflow with Slack, Google Drive, Mailchimp, or Stripe to build multi-step operational pipelines.
And much more...
Who is Lexware + Rise integration for?
Connecting Lexware and Rise eliminates manual data entry between accounting and training management, ensuring smooth workflows for growing businesses.
Finance Managers
Customer Success Leads
Client Services Directors
Training Operations Coordinators
Sales Representatives
Compliance Officers
📈
Finance Managers
You generate invoices and vouchers in Lexware based on student progress, but reconciling manual records leaves revenue reports outdated — this integration means every course completion instantly updates your financial documents and keeps your billing accurate.
⚡
Customer Success Leads
You need to onboard clients into training courses as soon as accounting confirms payment, but delays leave learners waiting — with this integration, every new contact or invoice automatically provisions their Rise training access.
🤝
Client Services Directors
You report on client training milestones to external stakeholders, but keeping separate training and billing logs causes constant discrepancies — automating both apps means your team always presents unified progress and financial data.
🔄
Training Operations Coordinators
You manage high volumes of course enrollments and manual invoicing every single day, leading to missed steps and duplicate entries — connecting these apps means every student enrollment generates billing records instantly without human intervention.
🎯
Sales Representatives
You close new accounts in Lexware and depend on operations to set up training accounts in Rise, causing frustrating handoff delays — this integration means new quotations and contacts instantly trigger training invitations.
📋
Compliance Officers
You need a reliable audit trail linking client billings to completed training certifications, but manual tracking leaves noticeable gaps — automating both apps means every certificate and invoice is recorded without missing a single detail.
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 + Rise
Build and manage your Lexware + Rise automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Lexware + Rise with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Lexware + Rise Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Lexware to Rise?
You can connect Lexware to Rise in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the workflow for you. It also supports connecting apps like Slack, Google Drive, and Mailchimp seamlessly.
Can I automatically create invoices in Lexware when a course is completed in Rise?
Can I connect Lexware, Rise, and Slack?
What is a good Zapier alternative for Lexware and Rise?
How does Lexware handle contact and invoice data during automation?
Can Rise trigger automated workflows when course submissions occur?
Do I need coding skills to automate Lexware and Rise?
Is the Lexware and Rise integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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