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lexoffice - Create PDF, Word, Excel Documents
lexoffice connects with Documentero to turn your invoice and event data into ready-to-use documents. When a new invoice is created in lexoffice, Documentero can instantly generate a custom PDF, Word, or Excel file based on your template. You can also react to specific events in lexoffice and trigger document creation that matches your business needs. This integration works through API, Make, or Power Automate for flexible setup.
lexoffice
Documentero
Triggers
Watch Invoices — Triggers when a new invoice is created.
Watch Events — Triggers when an event occurs followed by the event type parameter.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from lexoffice using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from lexoffice using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from lexoffice data
Create Excel financial reports from lexoffice invoices
Export Word contracts with client details from lexoffice
Generate payment reminder documents when invoices are overdue in lexoffice
Build branded invoice templates with Documentero using lexoffice data
Create client onboarding documents triggered by lexoffice events
Export monthly sales summaries from lexoffice to Documentero templates
Automatically generate credit note documents when events occur in lexoffice
Create annual financial statements from lexoffice data in Documentero
Export delivery notes from lexoffice invoices into PDF format
How you can use lexoffice + Documentero
Invoice PDFs
Automatically create a branded PDF copy of every new invoice from lexoffice using your Documentero template.
Payment Reminders
Generate reminder letters in Word format whenever an overdue invoice event is detected in lexoffice.
Monthly Reports
Build Excel reports from lexoffice invoice data each month directly through Documentero.
Client Welcome Packs
Trigger Documentero to produce a welcome document when a new client-related event occurs in lexoffice.
Custom Contracts
Use invoice details from lexoffice to auto-fill and generate contract documents in Documentero.
Setup Guides
Make Tutorial: Integrate lexoffice with Documentero
- Create a new scenario in Make.
- Add lexoffice to the scenario and choose one of the triggers (Watch Invoices, Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the lexoffice trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate lexoffice with Documentero
- Create a new flow in Power Automate.
- Add lexoffice to the flow and choose one of the triggers (Watch Invoices, Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the lexoffice trigger.
- Test and save your flow.
