Integration

Connect folk to Lexware Office

When something happens in folk, your agent does the next thing in Lexware Office. Describe it in plain language and the automation is built, tested on every branch and kept running.

folk11 triggersfolk16 actionsLexware Office10 triggersLexware Office40 actions

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What do you want folk and Lexware Office to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with folk and Lexware Office

Triggers and actions 21 triggers · 56 actions

Trigger
Company Added
Triggers when a new company is created or added to a group.
Trigger
Company Custom Field Updated
Triggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
Trigger
Company Updated
Triggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal Added
Fires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal Removed
Fires when a deal is deleted from a pipeline.
Trigger
Deal Updated
Fires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person Added
Triggers when a new person is created or added to a group.
Trigger
Person Custom Field Updated
Triggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
Trigger
Person Updated
Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create Company
Creates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create Deal
Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create Group
Creates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create Note
Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create Person
Creates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create Reminder
Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete Company
Deletes a company from folk by its id.
Action
Delete Person
Deletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a Company
Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a Person
Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a Company
Fetches one folk company by id, including its custom field values.
Action
Get a Note
Fetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a Person
Fetches one folk person by id, including their custom field values.
Action
List Groups
Returns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update Company
Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update Person
Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
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.

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