

Lexware + TemplateDocs Integration
Integrate Lexware to TemplateDocs in one click, or tell Integrately AI how you want each invoice handled. Generate documents, update client records, archive financial summaries, and notify your team automatically.
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Ready Workflows Β for Lexware + TemplateDocs Integration
Generate documents from new invoices, update contact details, archive files, and alert your team, all in just one click.
Sorry, we donβt have a ready workflow for this combination yet.
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 + TemplateDocs flow
Sync generated documents with messaging tools, CRMs, cloud storage, and task boards to keep your financial workflow running smoothly. Pick a combination and activate it in one click.


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HubSpot (4)
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Google Drive (4)
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Trello (4)
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Send every new Lexware invoice to TemplateDocs for document generation, and email the output via Gmail
New Lexware invoices trigger document generation in TemplateDocs and get emailed via Gmail instantly, eliminating manual file creation.
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Create a TemplateDocs file when a new Lexware contact is added, and send a welcome email in Gmail
New Lexware contacts trigger custom document generation in TemplateDocs and a welcome message via Gmail.
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When a Lexware quotation is created, generate a document in TemplateDocs and email it using Gmail
Lexware quotations automatically generate TemplateDocs files that are emailed directly to prospects via Gmail.
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Generate a TemplateDocs document from a new Lexware order confirmation and email it in Gmail
Lexware order confirmations instantly generate TemplateDocs paperwork and get emailed through Gmail.
Supported triggers and actions for Lexware and TemplateDocs
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 β Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
Try it β Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
Try it β Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
Try it β Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
Try it β Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
Try it β Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it β Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
Try it β Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
Try it β Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
Try it β Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
Try it β Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it β Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it β Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it β Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it β Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it β Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it β Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it β Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it β Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it β 
TemplateDocs Triggers & Actions
What can you automate with Lexware + TemplateDocs?
Connect your financial accounting records with professional document templates to eliminate manual paperwork.
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Generate documents from new invoices automatically
Trigger professional document generation in TemplateDocs the moment a new invoice is created in Lexware, removing the need for manual copy-pasting.
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Capture every submitted field and billing detail
Map all available Lexware invoice and contact fields directly into your TemplateDocs files so your documents are complete and accurate every time.
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Notify your team as soon as documents are ready
Send instant channel messages in Slack or email alerts via Gmail the moment your TemplateDocs file is generated from a Lexware event.
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Route documents based on invoice or order criteria
Generate different TemplateDocs templates depending on specific values or criteria submitted in your Lexware quotation or invoice.
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Keep records updated as accounting data changes
Automatically update your document archives and client files whenever invoice statuses or contact details are modified in Lexware.
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Create organized records without duplicate files
Search existing contacts and invoices before generating new TemplateDocs files to maintain a clean and duplicate-free document repository.
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Handle credit notes and status updates instantly
Trigger document generation for credit notes, order confirmations, and vouchers as soon as their status changes in Lexware.
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Extend your workflow to cloud storage and CRMs
Connect your Lexware and TemplateDocs workflow with Google Drive, HubSpot, or Stripe to store files and update customer accounts automatically.
And much more...
Who is Lexware + TemplateDocs integration for?
Accounting professionals, freelancers, and small business owners streamline document creation and billing workflows by automating routine administrative tasks.
Financial Controllers
Sales Representatives
Client Success Managers
Accounting Teams
Operations Managers
Small Business Owners
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Financial Controllers
You review financial reports and billing summaries every week, but manual data entry delays your reporting cycles β this integration means every new invoice generates its document instantly and your financial records stay current.
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Sales Representatives
You need to send quotations and order confirmations to prospective clients immediately, but formatting paperwork by hand causes frustrating bottlenecks β with this integration, every new quote triggers instant document generation so you never miss a lead.
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Client Success Managers
You onboard new buyers who expect professional paperwork right after registration, but manual record creation leaves gaps in your files β automating both apps means every new contact triggers immediate document creation and your onboarding runs seamlessly.
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Accounting Teams
You handle high volumes of invoices, vouchers, and credit notes daily, but manual archiving causes missed documents and disorganized folders β with this integration, every billing event generates structured files in your repository automatically.
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Operations Managers
You depend on upstream billing records to trigger downstream task assignments, but manual handoffs slow down your team β connecting these apps means every order confirmation creates required paperwork and alerts staff instantly.
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Small Business Owners
You manage both accounting and client communications yourself, but switching between tools wastes valuable hours every day β automating both apps means routine paperwork is generated in the background while you focus on growing your business.

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 + TemplateDocs
Build and manage your Lexware + TemplateDocs automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Lexware + TemplateDocs 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 β 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?
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Automation is ready
Connect Lexware + TemplateDocs Now 
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Frequently Asked Questions
How do I connect Lexware to TemplateDocs?
You can connect Lexware to TemplateDocs in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields. Pair it easily with Gmail, Slack, HubSpot, and other tools.
Can I automatically generate a TemplateDocs file when a new Lexware invoice is created?
Can I connect Lexware, TemplateDocs, and Slack?
What is a good Zapier alternative for Lexware and TemplateDocs?
How does Lexware handle contact data in this integration?
Can I create TemplateDocs files from Lexware quotations?
Do I need coding skills to automate Lexware and TemplateDocs?
Is the Lexware and TemplateDocs integration free?
Didn't find the answer you were looking for?
No worries β just send us a message and weβll get back to you as soon as possible.
Want to automate something else in your workflow?
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