Connect Lexware Office and Paymo

Both apps 101Lexware Office 50Paymo 51

• 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
  New Client

  Triggers when a new client is created in Paymo.

• Trigger
  New Client Contact

  Triggers when a new client contact is created in Paymo.

• Trigger
  New Estimate

  Triggers when a new estimate is created in Paymo.

• Trigger
  New Expense

  Triggers when a new expense is created in Paymo.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Paymo.

• Trigger
  New Project

  Triggers when a new project is created in Paymo.

• Trigger
  New Report

  Triggers when a new report is created in Paymo.

• Trigger
  New Task

  Triggers when a new task is created in Paymo.

• Trigger
  New Task List

  Triggers when a new task list is created in Paymo.

• Trigger
  New Time Entry

  Triggers when a new time entry is logged in Paymo (entries from the last 30 days are checked).

• Trigger
  Timer Started

  Triggers when someone starts a timer in Paymo.

• Trigger
  Timer Stopped

  Triggers when a timer is stopped in Paymo, delivering the finished time entry (timers from the last 7 days are checked).

• Trigger
  Updated Client

  Triggers when a client is updated in Paymo.

• Trigger
  Updated Project

  Triggers when a project is updated in Paymo.

• Trigger
  Updated Task

  Triggers when a task is updated in Paymo.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated in Paymo.

• Action
  Add client contact

  Creates a contact person under an existing Paymo client.

• Action
  Add estimate

  Creates an estimate for a client in Paymo, including its line items.

• Action
  Create Client

  Creates a new client in Paymo.

• Action
  Create Task List

  Creates a new task list in a Paymo project.

• Action
  Create Time Entry

  Logs a new time entry against a Paymo task.

• Action
  Delete client

  Deletes a client in Paymo, along with all of its projects, tasks, task lists and time entries.

• Action
  Delete expense

  Permanently deletes an expense in Paymo.

• Action
  Delete invoice

  Permanently deletes an invoice in Paymo.

• Action
  Delete project

  Deletes a Paymo project, along with all its task lists, tasks, discussions, files and time entries.

• Action
  Delete task

  Deletes a task, along with all time entries logged for it.

• Action
  Delete time entry

  Deletes a time entry (or a running timer) from Paymo.

• Action
  Find Client by Email

  Finds a Paymo client by email address.

• Action
  Find Task

  Finds a Paymo task by name, optionally within one project.

• Action
  Get client

  Returns one Paymo client by its ID, including address, contact details and status.

• Action
  Get estimate

  Returns a Paymo estimate by ID, optionally with its line items and related client, invoice or template.

• Action
  Get expense

  Returns a single Paymo expense by its ID, including amount, currency, date, notes, tags and receipt.

• Action
  Get invoice

  Returns a single Paymo invoice by its ID, including totals, status, dates and links; optionally includes its line items, payments, client or template.

• Action
  Get project

  Returns a single Paymo project by its ID, including its client, billing settings and assigned users.

• Action
  Get time entry

  Returns a single Paymo time entry by its ID, optionally with its task, user or invoice item.

• Action
  List client contacts

  Returns the client contacts in your Paymo account, optionally only those of one client.

• Action
  List clients

  Returns the clients in your Paymo account, optionally filtered to active or archived clients.

• Action
  List estimates

  Returns the estimates in your Paymo account, optionally filtered by client, status or total.

• Action
  List expenses

  Returns the expenses in your Paymo account, optionally filtered by client, project, date or invoiced status.

• Action
  List invoices

  Returns the invoices in your Paymo account, optionally filtered by client, status, total or other invoice attributes.

• Action
  List projects

  Returns the projects in your Paymo company, optionally filtered (for example by client, active status or assigned user).

• Action
  List tasks

  Returns the tasks in your Paymo account, optionally filtered by project, task list, completion or assignee.

• Action
  List time entries

  Returns time entries from Paymo, optionally filtered by project, task, user, client or a time interval.

• Action
  Restart timer

  Starts a running timer again on a task by creating a new time entry with a start time and no end time. Fails if the user already has a timer running.

• Action
  Stop timer

  Stops a running Paymo timer by setting its end time, turning it into a completed time entry.

• Action
  Update client

  Updates an existing Paymo client's details, such as name, contact info and address, or archives/reactivates it. Only the fields you fill in are changed.

• Action
  Update client contact

  Updates an existing contact of a Paymo client. Only the fields you fill in are changed.

• Action
  Update invoice

  Updates an existing Paymo invoice — its dates, client, taxes, text blocks, status or line items. Only the fields you fill in are changed.

• Action
  Update project

  Updates an existing Paymo project's details, billing settings, assigned users or status. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing Paymo task; only the fields you fill in are changed.

• Action
  Update time entry

  Updates an existing Paymo time entry, changing only the fields you fill in (task, user, times, date, duration, description or billed status).

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