Lexware Office + Microsoft Office 365

Upload new Microsoft Office 365 emails matching search criteria as documents for Lexware Office bookkeeping

Streamline your bookkeeping process with this workflow. When a new email that meets your defined criteria arrives in your Microsoft Office 365 account, documents attached to the email are instantly transferred to Lexware Office for bookkeeping. This ensures critical financial documents are promptly recorded, saving you time while enhancing data accuracy in your financial management tasks.

When this happens...
New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
TriggerPolling
automatically do this!
Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
ActionWrite

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Supported triggers and actions

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It

- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write

- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search terms
- From address
- Start date
- End date
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

- Parent FolderRequired
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search valueRequired
Action
Search
- Calendar
- Start date and timeRequired
- End date and timeRequired
Action
Search
- Filename with ExtensionRequired
- FileRequired
Action
Write

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.

Learn more

Related categories

Accounting

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

Learn more