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CentralStationCRM logoCentralStationCRM logo
Lexware Office logoLexware Office logo
CentralStationCRM logoCentralStationCRM logo
Lexware Office logoLexware Office logo

CentralStationCRM + Lexware Office

CentralStationCRM + Lexware Office

CentralStationCRM + Lexware Office integrations

Upload new CentralStationCRM deals as documents for bookkeeping in Lexware Office

Streamline your business operations with this effortless workflow. When a new deal is initiated in CentralStationCRM, a corresponding document is immediately uploaded in Lexware Office for bookkeeping. This seamless integration not only expedites the crucial process of keeping financial records up-to-date but also eliminates the possibility of human error. Simplify your bookkeeping procedures and stay organized with this CentralStationCRM and Lexware Office integration.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
    TriggerInstant
  2. automatically do this!
    Upload Document for Bookkeeping Purposes
    Upload Document for Bookkeeping Purposes
    Upload Document for Bookkeeping PurposesUploads document for bookkeeping purposes (PDF/JPG/PNG).
    ActionWrite
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More things you can do with CentralStationCRM and Lexware Office

Discover other triggers and actions you can use with CentralStationCRM and Lexware Office

  • CentralStationCRM triggers, actions, and search
    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Value
      Required
    • Value Type
      Required
    • Value Count
      Required
    • Target Date
      Required
    • Current State
      Required
    • Responsible user (ID)
    • List of tags
    Action
    Write
    • Find Record by Email
      Required
    Action
    Search
    • Filename with Extension
      Required
    • File
      Required
    Action
    Write
  • CentralStationCRM triggers, actions, and search
    New Person

    Triggers when a new Person is created.

    Trigger
    Instant
    Try It
    • Last name
      Required
    • First name
    • Title
    • Gender
    • Background
    • Responsible user (ID)
    • E-mail address (office)
    • Phone number (office)
    • List of tags
    Action
    Write
    • Find Record by Email
      Required
    • Last name
      Required
    • First name
    • Title
    • Gender
    • Background
    • Responsible user (ID)
    • E-mail address (office)
    • Phone number (office)
    • List of tags
    Action
    Search or write
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About CentralStationCRM
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
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Related categories
CRM (Customer Relationship Management)
lexware-office logo
lexware-office logo
About Lexware Office
Lexware Office is a cloud app for german accounting. Writing offers or invoices, paying your bills or preparing your tax return is easier than ever with Lexware Office.
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Related categories
Accounting