Lexware + Workiom Integration

Integrate Lexware to Workiom in one click, or tell Integrately AI how you want each invoice handled. Create Workiom records, sync customer contact details, update statuses, and trigger 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
  • Workiom
    Record is created in Workiom Instant
  • Workiom
    Record is updated in Workiom 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
  • Workiom
    Search multiple records in Workiom
  • Workiom
    Get record by ID in Workiom
  • Workiom
    Create record in Workiom
  • Workiom
    Update record in Workiom
  • Workiom
    Search record in Workiom

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Ready Workflows Ready Workflows for Lexware + Workiom Integration

Create records from invoices, sync customer contacts, update statuses, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Workiom Integration

Create Workiom record for new Lexware contact

When a new contact is created in your Lexware software, automatically create a record for them in your Workiom. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Workiom + Lexware Integration

Create Lexware contact for new Workiom record

Are you tired of manually creating Lexware contact for every new Workiom record? Well, there's a better way! With our new automation, you can automatically create Lexware contact for new Workiom records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Lexware {{action.Contact} creation!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Lexware + Workiom flow

Connect your financial records and custom applications with email, CRM, and team chat tools for complete visibility. Pick a combination and activate it in one click.

Lexware
Workiom
+
ShopifyShopify (4)
+
PipedrivePipedrive (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
S
L
W
Create a Lexware invoice and a Workiom record from every new Shopify order automatically.
New Shopify orders generate a Lexware invoice and a Workiom record instantly without manual data entry.
L
S
W
When a contact is created in Lexware, update the customer profile in Shopify and add a Workiom record.
Lexware contacts update Shopify customer profiles and create Workiom records without manual effort.
L
S
W
Create a Shopify order and a Workiom record whenever a new invoice is created in Lexware.
Lexware invoices automatically generate Shopify orders and Workiom tracking records.
W
S
L
When a Workiom record is updated, update the Shopify customer and check the invoice in Lexware.
Workiom updates refresh Shopify customer records and verify Lexware billing status instantly.

Supported triggers and actions for Lexware and Workiom

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
Try it โ†’
Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
Try it โ†’
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
Try it โ†’
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†’
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†’
Create confirmation order in Lexware
Creates a confirmation order
Try it โ†’
Update article in Lexware
Modifies an existing article
Try it โ†’
Search article by number in Lexware
Retrieves information about a specific article
Try it โ†’
Create a quotation in Lexware
Creates a new workspace
Try it โ†’
Search contact in Lexware
Finds and retrieves contact information
Try it โ†’
Update contact in Lexware
Updates contact information with new details
Try it โ†’
Create contact in Lexware
Adds a new contact to the database
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†’
Workiom
Workiom Triggers & Actions
Instant
Record is created in Workiom
Triggers the automation when a new record is created
Try it โ†’
Instant
Record is updated in Workiom
Triggers the automation when any record is updated
Try it โ†’
Search multiple records in Workiom
Searches for multiple records
Try it โ†’
Get record by ID in Workiom
Retrieves a record by its id
Try it โ†’
Create record in Workiom
Generates a new record
Try it โ†’
Update record in Workiom
Updates a record with new information
Try it โ†’
Search record in Workiom
Searches for a record within a given database
Try it โ†’

What can you automate with Lexware + Workiom?

Streamline your accounting and custom app workflows with automated data transfers and triggers.

What you can automate?
๐Ÿงพ
Create Workiom records from Lexware invoices
Generate a new record in Workiom automatically the moment an invoice is created in Lexware, eliminating manual data entry between your financial and operational tools.
๐Ÿ“‹
Capture every submitted contact and quotation field
Map all available contact details and quotation line items from Lexware into Workiom fields instead of just basic names, ensuring complete records.
๐Ÿ””
Notify your team the second billing occurs
Send instant notifications to your finance or operations channel in Slack whenever a new invoice or quotation is generated in Lexware.
๐Ÿ”€
Route records based on invoice amounts or tiers
Evaluate invoice totals or client tiers in Lexware and route high-value records to priority boards in Workiom while sending standard records elsewhere.
๐Ÿ”„
Keep records updated as invoices change
Automatically update existing Workiom records whenever invoice details, statuses, or customer contacts are modified in Lexware.
๐Ÿ”
Search and update existing records to prevent duplicates
Search for existing contacts and records in Workiom before creating new entries, ensuring your databases remain clean and deduplicated.
โšก
Handle later status changes like payments and cancellations
Trigger downstream operational workflows in Workiom when an invoice status changes, credit note is issued, or voucher is updated in Lexware.
๐ŸŒ
Extend your workflow to Slack and Google Drive
Connect Lexware and Workiom with Slack or Google Drive to archive document backups and alert your team in a single multi-step pipeline.
And much more...

Who is Lexware + Workiom integration for?

Accounting teams, project managers, and business owners streamline their financial data entry and operational workflows by connecting Lexware and Workiom.

Finance Managers
Finance Managers
Operations Directors
Operations Directors
Client Success Leads
Client Success Leads
Fulfillment Teams
Fulfillment Teams
Sales Operations Specialists
Sales Operations Specialists
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Managers
You're reviewing billing reports across separate systems, but your revenue tracking spreadsheet only updates when someone manually exports invoices, so the totals you're reporting on are always a few hours behind โ€” this integration means every new invoice creates a Workiom record instantly and your financial data stays current.
โšก
Operations Directors
You need to initiate project setup immediately when a sale closes, and you find out too late because invoice creation notifications get buried in email โ€” this integration means every Lexware invoice triggers a Workiom record instantly so fulfillment starts right away.
๐Ÿค
Client Success Leads
You answer to key accounts that want to see project progress aligned with their billing history, but pulling the data requires cross-referencing two systems by hand โ€” this integration means every billing milestone updates your Workiom workspace automatically and client reporting is always accurate.
๐Ÿ“ฆ
Fulfillment Teams
The volume of incoming customer orders is too high for anyone to keep up by hand, leading to missed fulfillment tasks and delayed shipments โ€” this integration means every Lexware invoice populates your Workiom tracking board immediately and your team never misses an order.
๐Ÿ’ผ
Sales Operations Specialists
You own the client onboarding handoff and depend on someone upstream to copy contact details from accounting into your workspace, causing avoidable delays โ€” this integration means every Lexware contact creates a Workiom record automatically and handoffs happen instantly.
๐Ÿ—‚๏ธ
Business Owners
You need a reliable audit history of every transaction and client interaction, but you keep finding gaps caused by manual data entry errors โ€” this integration means every financial document and contact syncs flawlessly and your operational history remains complete.
Our team

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Why choose Integrately to automate Lexware + Workiom

Build and manage your Lexware + Workiom 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 + Workiom 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 Workiom?
Frequently Asked Questions
You can connect Lexware to Workiom in one click using pre-built workflows on Integrately. Select a ready automation, connect your accounts, and let Integrately AI handle field mapping between Lexware, Workiom, Slack, and 1,500+ other apps.
Can I automatically create Workiom records from Lexware invoices?
Frequently Asked Questions
Can I connect Lexware, Workiom, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Workiom?
Frequently Asked Questions
How does Lexware handle contact and invoice data in this integration?
Frequently Asked Questions
How does Workiom receive updates from Lexware?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Lexware and Workiom integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Workiom With 1500+ Other Apps

Lexware
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Workiom
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Sync Workiom with project management, CRM, and communication platforms to keep team operations aligned.
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