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Autotask + lexoffice

Upload documents for bookkeeping in lexoffice when new invoices are added in Autotask

Ensure every new invoice from Autotask is promptly processed in lexoffice with this workflow. It activates when a new invoice is generated in Autotask and promptly uploads the document for bookkeeping purposes in lexoffice. This integration helps streamline your bookkeeping processes by keeping your documents timely organized in lexoffice, allowing you to stay on top of your financial management.

Ensure every new invoice from Autotask is promptly processed in lexoffice with this workflow. It activates when a new invoice is generated in Autotask and promptly uploads the document for bookkeeping purposes in lexoffice. This integration helps streamline your bookkeeping processes by keeping your documents timely organized in lexoffice, allowing you to stay on top of your financial management.

  1. When this happens...
    AutotaskAutotask
    New Invoice

    Triggers when a new invoice is found.

    TriggerScheduled
  2. automatically do this!
    lexofficelexoffice
    Upload Document for Bookkeeping Purposes

    Uploads document for bookkeeping purposes (PDF/JPG/PNG).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Help Text

    Trigger
    Instant
    Try It
    • Help Text

    Trigger
    Instant
    Try It
  • Autotask triggers, actions, and search

    New Invoice

    Triggers when a new invoice is found.

    Trigger
    Scheduled
    Try It
    • Company

    • Assigned To Resource ID

    Trigger
    Scheduled
    Try It
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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lexoffice logo
lexoffice logo

About lexoffice

lexoffice is a cloud app for german accounting. Writing offers or invoices, paying your bills or preparing your tax return is easier than ever with lexoffice.

Related categories