Lexware Office + PandaDoc

Upload completed PandaDoc documents for bookkeeping purposes in lexoffice

Automate your document organization process with this workflow. Whenever a document is finalized in PandaDoc, it instantly uploads that document for bookkeeping purposes in lexoffice. This seamless document management workflow not only streamlines your admin tasks but ensures every important document is accurately recorded and stored, thereby making your financial tracking easier.

Automate your document organization process with this workflow. Whenever a document is finalized in PandaDoc, it instantly uploads that document for bookkeeping purposes in lexoffice. This seamless document management workflow not only streamlines your admin tasks but ensures every important document is accurately recorded and stored, thereby making your financial tracking easier.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Lexware OfficeLexware Office
    Upload Document for Bookkeeping Purposes

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

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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.
Learn more

Related categories

  • Accounting
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

Related categories

  • Documents

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