Connect Lexware Office and Telebroad

Both apps 88Lexware Office 50Telebroad 38

• 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 Text Messages

  Triggers when a text conversation on your Telebroad numbers gets a new message, sent or received.

• Trigger
  User Call Ended

  Triggers when a call on your Telebroad account ends.

• Action
  Assign Conversation

  Assigns a text conversation to a user.

• Action
  Block Sender

  Blocks a phone number from texting one of your lines.

• Action
  Cancel Scheduled Message

  Cancels a scheduled text message.

• Action
  Create Saved Reply

  Saves a reusable text-message reply.

• Action
  Delete Call Recording

  Deletes the recordings of one leg of a call.

• Action
  Delete Conversation

  Deletes a whole text conversation.

• Action
  Delete Saved Reply

  Deletes a saved text-message reply.

• Action
  Delete Text Message

  Deletes one message from a text conversation.

• Action
  Get Blocked Sender

  Checks whether a phone number is blocked on one of your lines.

• Action
  Get Call

  Returns one call and its details.

• Action
  Get Call Recording

  Returns one recorded leg of a call, with its download link.

• Action
  Get Call Transcripts

  Returns a call's transcripts and AI summary.

• Action
  Get Conversation

  Returns the messages in one text conversation.

• Action
  Get Fax

  Returns one fax and its delivery status.

• Action
  Get My Profile

  Returns the API key's run-as user, with their numbers and phone lines.

• Action
  Get Unread Counts

  Returns how many unread text messages each of your lines has.

• Action
  List Agent Sessions

  Returns call-center agents' sign-in and pause sessions.

• Action
  List Blocked Senders

  Returns the numbers blocked from texting one of your lines.

• Action
  List Call Recordings

  Returns the recordings of a call.

• Action
  List Conversations

  Returns the text-message conversations in your inbox, newest first.

• Action
  List Faxes

  Returns your sent and received faxes.

• Action
  List Fax Numbers

  Returns the fax numbers you can send from.

• Action
  List Saved Replies

  Returns your saved text-message replies.

• Action
  List Scheduled Messages

  Returns the text messages scheduled to send from one of your lines.

• Action
  List Texting Numbers

  Returns the Telebroad numbers you can send text messages from.

• Action
  List Users

  Returns every user on your Telebroad account.

• Action
  Mark Conversation Resolved

  Marks a text conversation as handled.

• Action
  Mark Line Read

  Marks every message on a texting number as read.

• Action
  Place Call

  Starts a click-to-call: rings your phone, then connects it to the number you want to call.

• Action
  Reopen Conversation

  Reopens a resolved text conversation.

• Action
  Schedule Text Message

  Schedules a text message to send later from one of your lines.

• Action
  Search Calls

  Searches your call history between two times.

• Action
  Send Fax

  Sends a fax from one of your fax numbers, with an optional cover page.

• Action
  Send Text Message

  Sends an SMS or MMS text message from one of your Telebroad texting numbers to one or more recipients.

• Action
  Unblock Sender

  Unblocks a phone number on one of your lines.

• Action
  Update Saved Reply

  Edits a saved text-message reply.

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