Connect Lexware Office and Raiser's Edge

Both apps 146Lexware Office 50Raiser's Edge 96

• 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 Action

  Triggers when a new action is added to any constituent in Raiser's Edge NXT.

• Trigger
  New Constituent

  Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id.

• Trigger
  New Event

  Triggers when a new event is created in Raiser's Edge NXT.

• Trigger
  New Event Participant

  Triggers when a new participant is added to the selected Raiser's Edge NXT event.

• Trigger
  New Fund

  Triggers when a new fund is created in Raiser's Edge NXT.

• Trigger
  New Gift

  Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id.

• Trigger
  New Gift Batch

  Triggers when a new gift batch is created in Raiser's Edge NXT.

• Trigger
  New Membership

  Triggers when a new membership is added to a constituent in Raiser's Edge NXT.

• Trigger
  New Note

  Triggers when a new note is added to a constituent record in Raiser's Edge NXT.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Raiser's Edge NXT.

• Trigger
  New or Updated Gift

  Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear.

• Trigger
  New or Updated Opportunity

  Triggers when an opportunity is created or updated in Raiser's Edge NXT.

• Trigger
  Updated Constituent

  Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified.

• Action
  Add Constituent Code

  Assigns a constituent code (classification) to a constituent.

• Action
  Create Constituent

  Creates a new constituent (individual or organization) in The Raiser's Edge.

• Action
  Create Constituent Action

  Creates an action (interaction/task) on a constituent record.

• Action
  Create Constituent Address

  Adds an address to a constituent record.

• Action
  Create Constituent Custom Field

  Adds a custom field value to a constituent record in Raiser's Edge NXT, under one of your constituent custom field categories.

• Action
  Create Constituent Email Address

  Adds a new email address to a constituent record in Raiser's Edge NXT.

• Action
  Create Constituent Note

  Adds a note to a constituent record.

• Action
  Create Constituent Phone

  Adds a phone number to a constituent in Raiser's Edge NXT and returns the new phone's ID.

• Action
  Create Event

  Creates a new event in Raiser's Edge NXT, such as a gala, walk-a-thon or reception, and returns the new event's ID.

• Action
  Create Event Participant

  Adds a participant to a Raiser's Edge NXT event, either as a host (a constituent) or as a guest of an existing host participant.

• Action
  Create Gift

  Creates a new gift (donation) for a constituent.

• Action
  Create Gift Batch

  Creates a new gift batch in Raiser's Edge NXT, optionally with a description, batch number and expected gift count and total, and returns the new batch's ID.

• Action
  Create Gift Custom Field

  Adds a custom field value to a gift in Raiser's Edge NXT, using one of your gift custom field categories.

• Action
  Create Membership

  Adds a membership to a constituent in Raiser's Edge NXT.

• Action
  Create Opportunity

  Creates an opportunity in Raiser's Edge NXT to plan and track a major-gift solicitation for a constituent.

• Action
  Create Opportunity Note

  Creates a note on an opportunity in Raiser's Edge NXT and returns the new note's ID.

• Action
  Create Participant Fee

  Adds a fee to an event participant in Raiser's Edge NXT, recording the quantity purchased, the fee amount and the portion that is a donation.

• Action
  Delete Action

  Deletes a constituent action (a call, meeting, task or other interaction logged on a constituent) from Raiser's Edge NXT.

• Action
  Delete Constituent Address

  Deletes an address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Email Address

  Deletes an email address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Phone

  Deletes a phone number from a constituent's record in Raiser's Edge NXT.

• Action
  Delete Event

  Deletes an event from Raiser's Edge NXT.

• Action
  Delete Event Participant

  Deletes a participant from a Raiser's Edge NXT event.

• Action
  Delete Note

  Deletes a constituent note in Raiser's Edge NXT.

• Action
  Delete Opportunity

  Deletes an opportunity from Raiser's Edge NXT.

• Action
  Downgrade Membership

  Downgrades a Raiser's Edge NXT membership to a lower category during its current cycle. Only active or lapsed memberships can be downgraded.

• Action
  Drop Membership

  Drops an active or lapsed membership in Raiser's Edge NXT.

• Action
  Find Duplicate Constituents

  Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match.

• Action
  Get Action

  Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal.

• Action
  Get Appeal

  Returns an appeal by its ID, including its category, dates, goal and custom field values.

• Action
  Get Campaign

  Returns a campaign by its ID, including its category, dates, goal and custom field values.

• Action
  Get Constituent

  Retrieves a constituent by system record id.

• Action
  Get Constituent Latest Gift

  Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to.

• Action
  Get Constituent Lifetime Giving

  Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving.

• Action
  Get Event

  Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal.

• Action
  Get Event Participant

  Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level.

• Action
  Get Gift

  Retrieves a gift by system record id.

• Action
  Get Membership

  Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed.

• Action
  Get Note

  Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to.

• Action
  Get Opportunity

  Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values.

• Action
  Get Package

  Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count.

• Action
  List Actions

  Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list.

• Action
  List Appeals

  Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals.

• Action
  List Campaigns

  Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns.

• Action
  List Constituent Actions

  Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first.

• Action
  List Constituent Addresses

  Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses.

• Action
  List Constituent Codes

  Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status.

• Action
  List Constituent Custom Fields

  Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date.

• Action
  List Constituent Email Addresses

  Returns all email addresses on file for a constituent, optionally including inactive ones.

• Action
  List Constituent Memberships

  Returns every membership held by a constituent, including program, category, dues, dates, standing and members.

• Action
  List Constituent Notes

  Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes.

• Action
  List Constituent Phones

  Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags.

• Action
  List Constituents

  Lists constituents with paging (limit/offset).

• Action
  List Constituents in List

  Returns constituents that belong to a saved list (by list id).

• Action
  List Event Fees

  Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold.

• Action
  List Event Participants

  Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more.

• Action
  List Events

  Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified.

• Action
  List Funds

  Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds.

• Action
  List Gift Batches

  Returns the gift batches in Raiser's Edge NXT, optionally filtered by creator, text, batch number, approval status or exceptions.

• Action
  List Gift Custom Fields

  Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date.

• Action
  List Gifts

  Lists gifts, optionally filtered by constituent, with paging.

• Action
  List Memberships

  Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date.

• Action
  List Opportunities

  Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text.

• Action
  List Opportunity Notes

  Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author.

• Action
  List Packages

  Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified.

• Action
  List Participant Fees

  Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for.

• Action
  Rejoin Membership

  Rejoins a dropped membership in Raiser's Edge NXT, restoring the member to the membership.

• Action
  Renew Membership

  Renews an existing Raiser's Edge NXT membership for a new term.

• Action
  Search Constituents

  Searches constituents by name, lookup id, email, or other text.

• Action
  Update Action

  Updates an existing constituent action in Raiser's Edge NXT, such as its category, date, status, summary or outcome. Only the fields you fill in are changed.

• Action
  Update Constituent

  Updates an existing constituent's core fields.

• Action
  Update Constituent Address

  Updates an existing constituent address in Raiser's Edge NXT, such as its street lines, city, postal code, type or mailing preferences. Only the fields you fill in are changed.

• Action
  Update Constituent Custom Field

  Updates the value, comment or date of an existing custom field on a constituent record.

• Action
  Update Constituent Email Address

  Updates an existing constituent email address in Raiser's Edge NXT, such as the address itself, its type, or whether it is primary, inactive or marked do-not-email.

• Action
  Update Constituent Phone

  Updates an existing phone number on a constituent record, such as its number, type, primary flag, or do-not-call setting.

• Action
  Update Event

  Updates the details of an existing event in Raiser's Edge NXT, such as its name, dates, location, capacity, goal and category. Only the fields you fill in are changed.

• Action
  Update Event Participant

  Updates an event participant's details in Raiser's Edge NXT, such as RSVP status, attendance, invitation status, participation level and summary note. Only the values you fill in are changed.

• Action
  Update Gift

  Updates an existing gift in Raiser's Edge NXT, such as its date, status, reference, gift code, subtype or anonymity. Posted gifts cannot be changed.

• Action
  Update Gift Acknowledgement

  Updates a gift's acknowledgement status, acknowledgement date and acknowledgement letter in Raiser's Edge NXT.

• Action
  Update Gift Receipt

  Updates the receipt on a gift in Raiser's Edge NXT — its amount, date, number or receipt status.

• Action
  Update Note

  Edits an existing constituent note in Raiser's Edge NXT, changing its date, summary, text or type. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates an existing opportunity in Raiser's Edge NXT, changing only the details you fill in such as its name, status, amounts, dates, campaign, fund and fundraisers.

• Action
  Upgrade Membership

  Upgrades a membership to a higher category during its current membership cycle.

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