Lexware + SmartBill Integration

Integrate Lexware to SmartBill in one click, or tell Integrately AI how you want each invoice handled. Create SmartBill invoices, send documents by email, collect payments, and sync your accounting data 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
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
    Create delivery note in Lexware
  • Lexware
    Get invoice by ID 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
  • SmartBill
    Get invoice PDF in SmartBill
  • SmartBill
    Create invoice in SmartBill
  • SmartBill
    Send document by email in SmartBill
  • SmartBill
    Create payment collection in SmartBill
  • SmartBill
    Create proforma in SmartBill

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Ready WorkflowsReady Workflows ย  for Lexware + SmartBill Integration

Generate SmartBill invoices from new Lexware invoices, sync contacts, process payment collections, and update your financial records, 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 + SmartBill flow

Send store orders, log payment transactions, update spreadsheets, and notify your finance team as your accounting data moves. Pick a combination and activate it in one click.

Lexware
SmartBill
+
ShopifyShopify (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
TrelloTrello (4)
S
L
S
Create a Lexware invoice and a SmartBill invoice whenever a new Shopify order is paid
New Shopify orders generate matching records in Lexware and SmartBill automatically, removing manual data entry across your sales and accounting tools.
S
L
S
When a Shopify customer is created, create a contact in Lexware and a proforma in SmartBill
Customer signups on Shopify immediately populate your Lexware contact list and generate a proforma in SmartBill.
S
L
S
If a Shopify order total exceeds 500 dollars, create a Lexware invoice and a priority SmartBill invoice
High-value Shopify orders trigger immediate invoicing in Lexware and priority proforma issuance in SmartBill.
S
L
S
Turn every refunded Shopify order into a Lexware credit note and a SmartBill payment collection update
Store refunds automatically generate credit notes in Lexware and process adjustments in SmartBill.

Supported triggers and actions for Lexware and SmartBill

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
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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
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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†’
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
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Update article in Lexware
Modifies an existing article
Try it โ†’
Create confirmation order in Lexware
Creates a confirmation order
Try it โ†’
Create delivery note in Lexware
Creates a new delivery note
Try it โ†’
Get invoice by ID in Lexware
Generates a new invoice
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†’
SmartBill
SmartBill Triggers & Actions
No trigger is available
Get invoice PDF in SmartBill
Retrieves the invoice as a PDF
Try it โ†’
Create invoice in SmartBill
Generates a new invoice
Try it โ†’
Send document by email in SmartBill
Emails the document
Try it โ†’
Create payment collection in SmartBill
Try it โ†’
Create proforma in SmartBill
Generates a proforma
Try it โ†’

What can you automate with Lexware + SmartBill?

Streamline your financial operations by connecting accounting triggers to document generation and payment tracking.

What you can automate?
๐Ÿงพ
Generate SmartBill invoices from Lexware invoices
Create matching invoices in SmartBill the moment a new invoice is created in Lexware. Eliminate duplicate data entry across your accounting systems.
๐Ÿ“‹
Capture every submitted contact and line item
Map customer details, addresses, and line items from Lexware into SmartBill proformas and invoices. Ensure complete data accuracy in every document.
๐Ÿ””
Alert your team the moment documents issue
Notify your finance channel on Slack or send confirmation emails via Gmail whenever a new invoice or credit note is created in Lexware and SmartBill.
๐Ÿ”€
Route documents based on order totals
Apply conditional rules to issue proformas for standard accounts or standard invoices for high-value orders across both accounting platforms.
๐Ÿ”„
Keep financial records updated as statuses change
Automatically update payment collections in SmartBill whenever an invoice status changes to paid or cancelled in Lexware.
๐Ÿ”
Search and update existing records without duplicates
Check for existing contacts or invoices in SmartBill before creating new entries, preventing duplicate records in your database.
๐Ÿ’ณ
Handle payment collections and credit notes
Process credit notes in Lexware and record matching payment collections or adjustments in SmartBill automatically when refunds occur.
๐ŸŒ
Extend your workflow to external collaboration tools
Connect your Lexware and SmartBill core flow with Shopify orders, Stripe payments, or Google Sheets rows to build comprehensive financial pipelines.
And much more...

Who is Lexware + SmartBill integration for?

Finance professionals, small business owners, and accounting teams eliminate manual data entry and keep billing records synchronised across platforms.

Financial analysts
Financial analysts
Billing managers
Billing managers
Client service leads
Client service leads
Operations directors
Operations directors
Account managers
Account managers
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Financial analysts
You're pulling invoice data from multiple accounting tools but your reporting sheet only updates when someone manually exports records, so the revenue counts you're reviewing are always hours behind โ€” this integration means every new invoice lands in SmartBill instantly and your reports stay current.
โšก
Billing managers
You need to issue customer documents immediately upon order confirmation, and you find out too late when records are missing โ€” automating both apps means every new Lexware order creates a SmartBill invoice instantly so billing never stalls.
๐Ÿค
Client service leads
You answer to business clients who want to see their financial documents and payment collections updated without delay โ€” connecting these apps means every transaction logs itself in SmartBill so clients receive accurate records on time.
๐Ÿ“Š
Operations directors
The volume of daily transactions is too high for anyone to keep up by hand across Lexware and SmartBill โ€” automating both apps means every invoice and contact syncs without human intervention so back-office processing scales smoothly.
๐Ÿ‘ฅ
Account managers
You own the client relationship and depend on billing updates from the accounting team before reaching out โ€” this integration means every payment collection and credit note syncs automatically so your client discussions are always based on current data.
๐Ÿ“
Bookkeepers
You need a reliable audit history and keep finding gaps between your primary accounting software and regional tax tools โ€” connecting these apps means every entry matches perfectly across platforms so your ledger remains complete and error-free.
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 + SmartBill

Build and manage your Lexware + SmartBill 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 + SmartBill 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Lexware to SmartBill?
Frequently Asked Questions
You can connect Lexware to SmartBill in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It takes minutes to link your accounts along with popular apps like Google Sheets, Gmail, Slack, and Stripe.
Can I automatically create a SmartBill invoice when a new invoice is created in Lexware?
Frequently Asked Questions
Can I connect Lexware, SmartBill, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and SmartBill?
Frequently Asked Questions
How does Lexware handle contact data in these integrations?
Frequently Asked Questions
How does SmartBill record payment collections from Lexware?
Frequently Asked Questions
Can I automate Lexware and SmartBill without coding skills?
Frequently Asked Questions
Is the Lexware and SmartBill integration free?
Frequently Asked Questions
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No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

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