Integration
Connect Inmobalia CRM and Lexware Office
When New Activity Log fires in Inmobalia CRM, your agent runs Create a contact in Lexware Office, or Contact updated (instant) in Lexware Office to Create Contact in Inmobalia CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Inmobalia CRM and Lexware Office to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Inmobalia CRM and Lexware Office can do together
From Inmobalia CRM to Lexware Office
When New Activity Log in Inmobalia CRM
then Create a contact in Lexware Office
From Lexware Office to Inmobalia CRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Inmobalia CRM and Lexware Office
Triggers and actions 22 triggers · 79 actions
- Activity Log Update
Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact.
- Activity Task Update
Triggers when an activity task is created or updated in Inmobalia CRM.
- Contact Update
Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed.
- New Activity Log
Triggered when a new activity log is created.
- New Activity Task
Triggered when a new activity task is created.
- New Contact
Triggered when a new contact is created in Inmobalia CRM.
- New Property
Triggers when a new property is created in Inmobalia CRM.
- New Sale
Triggers when a new sale is created in Inmobalia CRM.
- New User
Triggered when a new user is created in the agency's Inmobalia CRM account.
- New WebLead
Triggers when a new web lead is received, such as a website form submission or a lead from an integration.
- Property Update
Triggers when an existing property is changed, or a new one is added, returning the property's summary details.
- Sale Update
Triggers when a sale is created or updated in Inmobalia CRM.
- Create Activity Log
Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id.
- Create Activity Log Comment
Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment.
- Create Activity Task
Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings.
- Create Activity Task Comment
Adds a comment to an activity task. The authenticated user is recorded as the comment's author.
- Create Contact
Creates a new contact in Inmobalia CRM and returns the id of the new contact.
- Create Property
Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished.
- Create Property Description
Adds a description in a chosen language to a property, and returns the description that was created.
- Create Property File
Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details.
- Create Property Image
Uploads a JPEG or PNG image to a property's gallery and returns the new image's details.
- Create Property Link
Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link.
- Create WebLead
Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead.
- Find and Get Activity
Returns one activity, either an activity log or an activity task, by its ID.
- Find and Get Activity Log
Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings.
- Find and Get Activity Task
Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings.
- Find and Get Contact by Email
Finds contacts by exact email address and returns the first match along with every matching contact.
- Find and Get Contact by ID
Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found.
- Find and Get Property by ID
Returns the full details of a single property, identified by its ID.
- Find and Get Property by Reference
Returns the full details of the property with the given reference, including its pricing, location, features and status.
- Find and Get Property Description
Returns a property's description text in the language you specify, including its short, main, extra and price descriptions.
- Find and Get Property File by Property Id and File Id
Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID.
- Find and Get Property HTML by Property Id and HTML Id
Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings.
- Find and Get Property Image by Property Id and Image Id
Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status.
- Find and Get Property Link by Property Id and Link Id
Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID.
- Find and Get Sale by Code
Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status.
- Find and Get Sale by ID
Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status.
- Find and Get User
Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled.
- Get All Available Property Features
Returns every property feature in the agency's catalogue, with its code, name and type.
- Get All Custom Features
Returns the custom property features your agency has defined, with each feature's code and name.
- Get All Property Tags
Returns all the property tags defined in your Inmobalia CRM agency.
- Get All Property Types
Returns every property type available in the agency's Inmobalia CRM, with each type's name and category.
- Select Location
Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area.
- Update Activity Log
Updates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log.
- Update Activity Task
Updates an existing activity task in Inmobalia CRM and returns the updated task.
- Update Contact
Updates an existing contact by ID, changing only the fields you fill in and returning the updated contact.
- Update Property
Updates an existing property by ID, changing only the fields you fill in, and returns the updated property.
- Update Property Description
Updates the description of a property in a given language, and returns the updated description.
- Update Property File
Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced.
- Update Property Image
Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image.
- Update Property Link
Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link.
- Contact updated (instant)
Fires when a contact changes in Lexware Office. Event type: contact.changed.
- Invoice status changed (instant)
Fires when an invoice's status changes in Lexware Office. Event type: invoice.status.changed.
- New article (instant)
Fires when a new article is created in Lexware Office. Event type: article.created.
- New contact (instant)
Fires when a new contact is created in Lexware Office. Event type: contact.created.
- New credit note (instant)
Fires when a new credit note is created in Lexware Office. Event type: credit-note.created.
- New invoice (instant)
Fires when a new invoice is created in Lexware Office. Event type: invoice.created.
- New order confirmation (instant)
Fires when a new order confirmation is created in Lexware Office. Event type: order-confirmation.created.
- New quotation (instant)
Fires when a new quotation is created in Lexware Office. Event type: quotation.created.
- New voucher (instant)
Fires when a new bookkeeping voucher is created in Lexware Office. Event type: voucher.created.
- Payment changed (instant)
Fires when the payment status of a sales voucher changes in Lexware Office. Event type: payment.changed.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Delete an article
Deletes an article from Lexware Office by its ID.
- Download a credit note file
Returns the PDF file ID and download URL for a finalized credit note in Lexware Office.
- Download a delivery note file
Returns the PDF file ID and download URL for a finalized delivery note in Lexware Office.
- Download a dunning file
Returns the PDF file ID and download URL for a finalized dunning in Lexware Office.
- 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.
- Download an invoice file
Returns the PDF file ID and download URL for a finalized invoice in Lexware Office.
- Download an order confirmation file
Returns the PDF file ID and download URL for a finalized order confirmation in Lexware Office.
- Download a quotation file
Returns the PDF file ID and download URL for a finalized quotation in Lexware Office.
- Find articles
Searches the Lexware Office article list by article number, barcode or type, and returns the matching articles a page at a time.
- Find contacts
Searches Lexware Office contacts by email, name, number or role, and returns the matching contacts a page at a time.
- 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.
- Find vouchers
Finds booked vouchers in Lexware Office by their document number and returns the full voucher records.
- Get a contact
Returns one Lexware Office contact by its ID, with its roles, person or company details, addresses, emails and phone numbers.
- Get a credit note
Returns one Lexware Office credit note by its ID, with its recipient, line items, totals and status.
- Get a delivery note
Returns one Lexware Office delivery note by its ID, with its recipient, delivered lines and delivery date.
- Get a dunning
Returns a single dunning (payment reminder) by its ID, including its addressee, line items, totals and PDF file reference.
- Get an article
Returns a single article (product or service) by its ID, including its name, article number, unit and pricing.
- Get an invoice
Returns a single invoice by its ID, including its addressee, line items, totals, payment terms and PDF file reference.
- Get an order confirmation
Returns a single order confirmation by its ID, including its addressee, line items, totals and PDF file reference.
- Get a quotation
Returns a single quotation by its ID, including its addressee, line items, totals, expiry date and PDF file reference.
- Get a voucher
Returns a single bookkeeping voucher by its ID, including its type, contact, amounts, line items and attached files.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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Questions
Inmobalia CRM and Lexware Office, answered
What can start an automation from Inmobalia CRM?
Any of Inmobalia CRM's 12 triggers in the catalog, including New Activity Log, New Activity Task, New Contact and New Property. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Lexware Office when something happens in Inmobalia CRM?
Any of Lexware Office's 40 actions, including Create a contact, Create a credit note, Create a delivery note and Create a dunning. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Lexware Office to Inmobalia CRM?
Yes. When something happens in Lexware Office, your agent can act in Inmobalia CRM too. This page covers both directions: Lexware Office's triggers and Inmobalia CRM's actions are listed here as well.
Do I have to build a connector for Inmobalia CRM or Lexware Office?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Inmobalia CRM and Lexware Office without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.