Autotask + Lexware Office
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.
- When this happens...New Invoice
Triggers when a new invoice is found.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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