Connect Business Pilot and Lexware Office

Both apps 106Business Pilot 56Lexware Office 50

• Trigger
  New Contact

  List contacts.

• Trigger
  New Contract

  List contracts.

• Trigger
  New Enquiry

  List enquiries.

• Trigger
  New Invoice

  List invoices.

• Trigger
  New Lead

  List leads.

• Trigger
  New Purchase Order

  List purchase orders.

• Trigger
  New Purchase Order Invoice

  List purchase order invoices.

• Trigger
  New Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  New Service Call

  List service calls.

• Trigger
  New Supplier

  List suppliers.

• Trigger
  Updated Contact

  List contacts.

• Trigger
  Updated Contract

  List contracts.

• Trigger
  Updated Enquiry

  List enquiries.

• Trigger
  Updated Invoice

  List invoices.

• Trigger
  Updated Lead

  List leads.

• Trigger
  Updated Purchase Order

  List purchase orders.

• Trigger
  Updated Purchase Order Invoice

  List purchase order invoices.

• Trigger
  Updated Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  Updated Service Call

  List service calls.

• Trigger
  Updated Supplier

  List suppliers.

• Action
  Create Contact Note

  Add a note to a contact.

• Action
  Create Contract Note

  Add a note to a contract.

• Action
  Create Lead

  Create a lead.

• Action
  Create Lead Note

  Add a note to a lead.

• Action
  Create Purchase Order Line

  Add a line to a purchase order.

• Action
  Find a Contact

  Retrieve a single contact.

• Action
  Find a Contact Type

  Retrieve a single contact type.

• Action
  Find a Contract

  Retrieve a single contract.

• Action
  Find a Lead

  Retrieve a single lead.

• Action
  Find a Lead Type

  Retrieve a single lead/contract type.

• Action
  Find All Contacts

  List contacts.

• Action
  Find All Contact Types

  List contact types.

• Action
  Find All Contracts

  List contracts.

• Action
  Find All Document Types

  List document types.

• Action
  Find All Enquiries

  List enquiries.

• Action
  Find All Invoices

  List invoices.

• Action
  Find All Leads

  List leads.

• Action
  Find All Lead Sources

  List lead sources.

• Action
  Find All Lead Types

  List lead/contract types.

• Action
  Find All Product Interests

  List product interests.

• Action
  Find All Product Types

  List product types.

• Action
  Find All Project Types

  List project types.

• Action
  Find All Purchase Order Invoice Queries

  List purchase order invoice queries.

• Action
  Find All Purchase Order Invoices

  List purchase order invoices.

• Action
  Find All Purchase Orders

  List purchase orders.

• Action
  Find All Sales Areas

  List sales areas.

• Action
  Find All Service Calls

  List service calls.

• Action
  Find an Enquiry

  Retrieve a single enquiry.

• Action
  Find an Invoice

  Retrieve a single invoice.

• Action
  Find a Purchase Order

  Retrieve a single purchase order.

• Action
  Find a Purchase Order Invoice

  Retrieve a single purchase order invoice.

• Action
  Find a Purchase Order Invoice Query

  Retrieve a single purchase order invoice query.

• Action
  Find a Service Call

  Retrieve a single service call.

• Action
  Find Roles

  List user roles.

• Action
  Find Suppliers

  List suppliers.

• Action
  Update Purchase Order

  Modify purchase order delivery information.

• Trigger
  Contact updated (instant)

  Fires when a contact changes in Lexware Office. Event type: contact.changed.

• Trigger
  Invoice status changed (instant)

  Fires when an invoice's status changes in Lexware Office. Event type: invoice.status.changed.

• Trigger
  New article (instant)

  Fires when a new article is created in Lexware Office. Event type: article.created.

• Trigger
  New contact (instant)

  Fires when a new contact is created in Lexware Office. Event type: contact.created.

• Trigger
  New credit note (instant)

  Fires when a new credit note is created in Lexware Office. Event type: credit-note.created.

• Trigger
  New invoice (instant)

  Fires when a new invoice is created in Lexware Office. Event type: invoice.created.

• Trigger
  New order confirmation (instant)

  Fires when a new order confirmation is created in Lexware Office. Event type: order-confirmation.created.

• Trigger
  New quotation (instant)

  Fires when a new quotation is created in Lexware Office. Event type: quotation.created.

• Trigger
  New voucher (instant)

  Fires when a new bookkeeping voucher is created in Lexware Office. Event type: voucher.created.

• Trigger
  Payment changed (instant)

  Fires when the payment status of a sales voucher changes in Lexware Office. Event type: payment.changed.

• Action
  Create a contact

  Creates a contact in Lexware Office as a person or a company, with optional billing address, email, phone and note, and returns the new contact's ID.

• Action
  Create a credit note

  Creates a credit note in Lexware Office for an existing contact or a typed-in address, with your line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a delivery note

  Creates a delivery note in Lexware Office for an existing contact or a typed-in address, with your delivered line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a dunning

  Creates a dunning (payment reminder) in Lexware Office, normally chasing an unpaid invoice. Saves it as a draft unless you choose to finalize it.

• Action
  Create an article

  Creates a product or service article in Lexware Office with its unit, price and tax rate, and returns the new article's ID.

• Action
  Create an invoice

  Creates an invoice in Lexware Office for an existing contact or a typed-in address, with your line items and payment terms. Saves it as a draft unless you choose to finalize it.

• Action
  Create an order confirmation

  Creates an order confirmation in Lexware Office for an existing contact or a typed-in address, with your confirmed line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a quotation

  Creates a quotation in Lexware Office for an existing contact or a typed-in address, with your quoted line items and an expiry date. Saves it as a draft unless you choose to finalize it.

• Action
  Create a voucher

  Books a voucher (an incoming or outgoing document) into Lexware Office with its booking lines, and returns the new voucher's ID.

• Action
  Delete an article

  Deletes an article from Lexware Office by its ID.

• Action
  Download a credit note file

  Returns the PDF file ID and download URL for a finalized credit note in Lexware Office.

• Action
  Download a delivery note file

  Returns the PDF file ID and download URL for a finalized delivery note in Lexware Office.

• Action
  Download a dunning file

  Returns the PDF file ID and download URL for a finalized dunning in Lexware Office.

• Action
  Download a file

  Downloads the actual bytes of a file stored in Lexware Office by its file ID — for example the PDF that "Download an invoice file" reports. Returns the file so a later step can email, upload or attach it.

• Action
  Download an invoice file

  Returns the PDF file ID and download URL for a finalized invoice in Lexware Office.

• Action
  Download an order confirmation file

  Returns the PDF file ID and download URL for a finalized order confirmation in Lexware Office.

• Action
  Download a quotation file

  Returns the PDF file ID and download URL for a finalized quotation in Lexware Office.

• Action
  Find articles

  Searches the Lexware Office article list by article number, barcode or type, and returns the matching articles a page at a time.

• Action
  Find contacts

  Searches Lexware Office contacts by email, name, number or role, and returns the matching contacts a page at a time.

• Action
  Find voucher list

  Lists Lexware Office documents (invoices, credit notes, quotations and the rest) filtered by type, status, contact and date, a page at a time.

• Action
  Find vouchers

  Finds booked vouchers in Lexware Office by their document number and returns the full voucher records.

• Action
  Get a contact

  Returns one Lexware Office contact by its ID, with its roles, person or company details, addresses, emails and phone numbers.

• Action
  Get a credit note

  Returns one Lexware Office credit note by its ID, with its recipient, line items, totals and status.

• Action
  Get a delivery note

  Returns one Lexware Office delivery note by its ID, with its recipient, delivered lines and delivery date.

• Action
  Get a dunning

  Returns a single dunning (payment reminder) by its ID, including its addressee, line items, totals and PDF file reference.

• Action
  Get an article

  Returns a single article (product or service) by its ID, including its name, article number, unit and pricing.

• Action
  Get an invoice

  Returns a single invoice by its ID, including its addressee, line items, totals, payment terms and PDF file reference.

• Action
  Get an order confirmation

  Returns a single order confirmation by its ID, including its addressee, line items, totals and PDF file reference.

• Action
  Get a quotation

  Returns a single quotation by its ID, including its addressee, line items, totals, expiry date and PDF file reference.

• Action
  Get a voucher

  Returns a single bookkeeping voucher by its ID, including its type, contact, amounts, line items and attached files.

• Action
  Get payment information

  Returns the payment status of a voucher, such as an invoice: how much is still open, when it was paid, and the individual payments booked against it.

• Action
  Pursue to a credit note

  Creates a credit note that follows on from an existing invoice, linking the two in Lexware Office. Copies the invoice's recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to a delivery note

  Creates a delivery note that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to a dunning

  Creates a dunning (payment reminder) that follows on from an unpaid invoice, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to an invoice

  Creates an invoice that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to an order confirmation

  Creates an order confirmation that follows on from an existing quotation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Update a contact

  Updates an existing contact in Lexware Office. Reads the contact first and changes only the details you fill in, leaving everything else as it was.

• Action
  Update an article

  Updates an existing article in Lexware Office. Reads the article first and changes only the details you fill in, leaving everything else as it was.

• Action
  Update a voucher

  Updates an existing bookkeeping voucher in Lexware Office. Reads the voucher first and changes only the details you fill in, leaving everything else as it was.

• Action
  Upload Document for Bookkeeping Purposes

  Uploads a receipt or other document to Lexware Office for bookkeeping and returns its file ID, which you can attach to a voucher.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.