Integration

Connect Lexware Office to EquipDash

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

Lexware Office10 triggersLexware Office40 actionsEquipDash18 triggersEquipDash35 actions

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What do you want Lexware Office and EquipDash 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 Lexware Office and EquipDash

Triggers and actions 28 triggers · 75 actions

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.
Trigger
Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Booking Checked In
Triggers when a booking is checked in.
Trigger
Booking Picked Up
Triggers when a booking is picked up.
Trigger
Booking Returned
Triggers when a booking is returned.
Trigger
Booking Status Changed
Triggers when a booking status changes.
Trigger
Booking Updated
Triggers when a booking is updated.
Trigger
Customer Updated
Triggers when a customer is updated.
Trigger
Experience Created
Triggers when a new experience is created.
Trigger
Experience Schedule Created
Triggers when an experience schedule is created.
Trigger
Experience Updated
Triggers when an experience is updated.
Trigger
Inventory Added
Triggers when inventory is added to a product.
Trigger
Inventory Updated
Triggers when inventory is updated.
Trigger
New Customer
Triggers when a new customer is created.
Trigger
Payment Received
Triggers when a payment is received.
Trigger
Product Created
Triggers when a new product is created.
Trigger
Product Updated
Triggers when a product is updated.
Trigger
Promo Code Created
Triggers when a new promo code is created.
Trigger
Shift Created
Triggers when a new shift is created.
Action
Add Inventory to Product
Adds inventory to a product.
Action
Add Note to Booking
Adds a note to a booking.
Action
Add Note to Customer
Adds a note to a customer.
Action
Add Note to Workshop
Adds a note to a workshop item.
Action
Add Payment to Booking
Adds a payment to a booking.
Action
Add Pricing to Product
Adds a pricing tier to a product.
Action
Add Schedule to Experience
Adds a schedule slot to an experience.
Action
Add to Workshop
Adds an item to the workshop.
Action
Archive Experience
Archives an experience.
Action
Archive Product
Archives a product.
Action
Cancel Booking
Cancels a booking.
Action
Check Product Availability
Checks availability of a product for given dates.
Action
Create Booking
Creates a new booking.
Action
Create Customer
Creates a new customer.
Action
Create Experience
Creates a new experience.
Action
Create Experience Category
Creates a new experience category.
Action
Create Product
Creates a new product.
Action
Create Product Category
Creates a new product category.
Action
Create Promo Code
Creates a new promo code.
Action
Create Shift
Creates a new staff shift.
Action
Create Tag
Creates a new tag.
Action
Create Voucher
Creates a new voucher.
Action
Delete Customer
Deletes a customer.
Action
Find Customer
Finds a customer.
Action
Find Experience
Finds a experience.
Action
Find Product
Finds a product.
Action
Find Promo Code
Finds a promo code.
Action
Find Staff
Finds a staff.
Action
Find Voucher
Finds a voucher.
Action
Remove From Workshop
Removes an item from the workshop.
Action
Update Booking Status
Updates the status of a booking.
Action
Update Customer
Updates a customer.
Action
Update Experience
Updates an experience.
Action
Update Product
Updates a product.
Action
Update Tags on Booking
Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.

Each app on its own

The other way round: EquipDash to Lexware Office