CentralStationCRM + Lexware Office
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.
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.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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New Deal
Triggers when a new deal is created.
Try ItNameRequired
ValueRequired
Value TypeRequired
Value CountRequired
Target DateRequired
Current StateRequired
Responsible user (ID)
List of tags
Find Record by EmailRequired
Filename with ExtensionRequired
FileRequired
New Person
Triggers when a new Person is created.
Try ItLast nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Find Record by EmailRequired
Last nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags