Connect Lexware Office and Tovuti LMS

Both apps 141Lexware Office 50Tovuti LMS 91

• 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
  List Assignments

  Triggers when a new assignment is added in Tovuti, optionally limited to assignments matching the filters you set.

• Trigger
  List Awards

  Triggers when a new award (badge, milestone, or certificate) is added in Tovuti.

• Trigger
  List Awards Earned

  Triggers when a user earns an award, such as a badge, certificate or milestone, and returns the earned award with the user who received it.

• Trigger
  List Checklists

  Triggers when a new checklist is created in Tovuti, returning its title, due date, access settings and items.

• Trigger
  List Course Categories

  Triggers when a new course category appears in Tovuti, optionally limited to specific categories or titles.

• Trigger
  List Course Progresses

  Triggers when a learner gets a new course progress record, returning the learner, course, score, status and key dates.

• Trigger
  List Course Progresses (Alt)

  Triggers when a new course progress record appears for a user, with the user's name and the course title included.

• Trigger
  List Courses

  Triggers when a course appears in Tovuti LMS, returning the course with its category, pricing, access settings and custom fields.

• Trigger
  List Event Registrations

  Triggers when a new event registration is created, returning the registrant, event, payment and check-in details.

• Trigger
  List Events

  Triggers when a new event is added in Tovuti, returning the event's schedule, registration settings, counts and custom field values.

• Trigger
  List Lessons

  Triggers when a new lesson is added to Tovuti, with optional filters by course, title, language, teacher, publish status and dates.

• Trigger
  List Media Categories

  Triggers when a new media category is created in Tovuti.

• Trigger
  List Media Items

  Triggers when a new media item is added to your Tovuti media library, optionally limited by title, publish status or creation date.

• Trigger
  List Meetings

  Triggers when a new meeting is added in Tovuti, optionally limited by name, type, or meeting and creation dates.

• Trigger
  List Object Types

  Triggers when a new object type is added in Tovuti, returning its id, title and enabled status.

• Trigger
  List Profile Fields

  Triggers when a new custom profile field is added to your Tovuti account, returning the field's type, name, visibility and settings.

• Trigger
  List Quiz Results

  Triggers when a new quiz or assessment result is recorded, returning the learner, the score and whether they passed.

• Trigger
  List Quizzes

  Triggers when a new quiz is added in Tovuti, returning the quiz's details.

• Trigger
  List Subscriptions

  Triggers when a new subscription plan is added in Tovuti, returning the plan's title, pricing and availability.

• Trigger
  List Teams

  Triggers when a new team is created in Tovuti, optionally limited to specific teams, a title or a member type.

• Trigger
  List User Checklist Progress

  Triggers when a user's progress on a checklist item is recorded or changes, such as when an item is assigned or completed.

• Trigger
  List User Groups

  Triggers when a new user group is added in Tovuti, returning its title, parent group and member users.

• Action
  Create Assignment

  Creates an assignment that assigns or recommends courses or learning paths to users or user groups, and returns the new assignment.

• Action
  Create Award

  Creates a badge, certificate or milestone award in Tovuti and returns the new award.

• Action
  Create Checklist

  Creates a checklist in Tovuti with its due date, access restrictions and checklist items, and returns the new checklist.

• Action
  Create Course

  Creates a new course in Tovuti LMS and returns the created course.

• Action
  Create Course Category

  Creates a course category in Tovuti, optionally nested under a parent category and limited to chosen viewers. Returns the new category.

• Action
  Create Course Progress

  Creates a course progress record that tracks a user's progress through a course.

• Action
  Create Event

  Creates an event in Tovuti LMS and returns the new event, including its id, dates and registration settings.

• Action
  Create Lesson

  Creates a lesson in Tovuti, optionally placing it in a course and assigning its teachers, and returns the new lesson.

• Action
  Create Media Category

  Creates a media category in Tovuti, with its title, publishing status and who can access it.

• Action
  Create Media Item

  Creates a media item (video, audio, PDF or link) in the Tovuti media library, optionally uploading its file and images.

• Action
  Create Meeting

  Creates a meeting in Tovuti LMS and returns the new meeting, including its join link details and access settings.

• Action
  Create Object

  Creates an object of a chosen object type in Tovuti, such as an organization, with its title, description, image and custom field values.

• Action
  Create Object Type

  Creates an object type in Tovuti LMS and returns the new object type.

• Action
  Create Quiz

  Creates a quiz or survey in Tovuti, optionally with its questions and assigned to a course or lesson. Returns the new quiz.

• Action
  Create Subscription

  Creates a subscription plan in Tovuti LMS with its title, pricing, billing period and availability, and returns the new plan.

• Action
  Create Team

  Creates a user team in Tovuti LMS, with its members, team leads and what those leads are allowed to manage. Returns the new team.

• Action
  Create User

  Creates a new user in Tovuti LMS, with optional user groups, teams, course enrollments, objects and profile fields, and returns the new user.

• Action
  Create User Group

  Creates a user group under a parent group in Tovuti, optionally adding users to it, and returns the new group.

• Action
  Event Registration

  Registers one or more existing users for a free event as individuals, optionally checking them in at the same time.

• Action
  Find Assignment

  Returns one assignment by its id, including its courses or learning paths, assigned users and groups, and dates.

• Action
  Find Assignments

  Returns the assignments that match the title, ids, dates, users, groups or teams you specify. Leave every filter blank to return all assignments.

• Action
  Find Award

  Returns one award, such as a badge, certificate, or milestone, by its ID, including its expiration settings, requirements, and recipients.

• Action
  Find Award Earned

  Returns the first award a user has earned that matches the given title, type or modified-date criteria, including when it was earned and when it expires.

• Action
  Find Awards

  Returns the awards that match the title, type, ids, or date filters you specify.

• Action
  Find Awards Earned

  Returns the awards users have earned across the account, matched by user, award title or type, group, team, or last-modified date.

• Action
  Find Checklist

  Returns a single checklist by its ID, including its items, access settings and due date details.

• Action
  Find Checklists

  Returns the checklists that match the title, ids, due dates, created dates or last-modified dates you specify.

• Action
  Find Course

  Returns a single course by its id, including its category, pricing, access settings and custom fields.

• Action
  Find Course Categories

  Returns the course categories that match a title, a set of category ids, or a last-modified date range.

• Action
  Find Course Category

  Returns a single course category by its ID, including its title, slug, parent category and visibility settings.

• Action
  Find Course Progress

  Returns one course progress record by its id, including the learner, the course, completed lessons, score, progress and status.

• Action
  Find Course Progress (Alt)

  Returns a user's course progress records, optionally narrowed to one course or lesson.

• Action
  Find Course Progresses

  Returns the course progress records that match the learner, course, lesson and date criteria you supply.

• Action
  Find Course Progresses (Alt)

  Returns course progress records across users, filtered by course title, user name, users, groups, teams, archived state, or started, last activity and completed dates.

• Action
  Find Courses

  Returns the courses that match the title, ids, categories, publication status or dates you specify.

• Action
  Find Event

  Returns one event by its id, including its schedule, registration counts and custom field values.

• Action
  Find Event Registration

  Returns the first event registration that matches the event, user, group, team, name or date criteria you specify.

• Action
  Find Event Registrations

  Returns the event registrations that match the search criteria, such as user name, event title, or user, group, team and event ids.

• Action
  Find Events

  Returns the events that match the criteria you supply, such as title, event ids, languages, or start, end, registration and modified dates.

• Action
  Find Lesson

  Returns one lesson by its id, including its course, teachers, activities and publish status.

• Action
  Find Lessons

  Returns the lessons that match the criteria you supply, such as title, course, teacher, language, publish status or date ranges.

• Action
  Find Media Categories

  Returns the media categories that match a title, a set of ids or a published status.

• Action
  Find Media Category

  Returns one media category by its id, including its title, parent category, published status and access settings.

• Action
  Find Media Item

  Returns one media item, such as a video, audio file, PDF or link, by its id.

• Action
  Find Media Items

  Returns the media items that match the title, ids, published status or creation dates you specify.

• Action
  Find Meeting

  Returns a single meeting by its numeric id, including its schedule, hosts, access settings and attendees.

• Action
  Find Meetings

  Returns the meetings that match the name, type, ids or date ranges you specify.

• Action
  Find Object

  Returns one object by its id, including its title, type, description and custom field values.

• Action
  Find Object Type

  Returns one object type by its id, including its title and whether it is enabled.

• Action
  Find Object Types

  Returns the object types that match a title, a list of ids or a last-modified date range.

• Action
  Find Profile Field

  Returns one custom user profile field definition, including its type, options and form settings.

• Action
  Find Profile Fields

  Returns the custom profile fields defined on user profiles in Tovuti that match the name, type, visibility, ids or modification dates you specify.

• Action
  Find Quiz

  Returns a quiz by its ID, including its settings, messages, questions, answer choices, and the course and lesson it belongs to.

• Action
  Find Quiz Result

  Returns one quiz or assessment result by its ID, including the score, pass status and the learner's answer to each question.

• Action
  Find Quiz Results

  Returns quiz and assessment results that match the criteria you give, such as the assessment, user, group, team, lesson, course or submission date. Each result is a summary with the score and pass status.

• Action
  Find Quizzes

  Returns the quizzes that match the title, course, lesson, status or last-modified date you specify.

• Action
  Find Subscription

  Returns one subscription plan by its ID, including its title, pricing, length, availability and user groups.

• Action
  Find Subscriptions

  Returns the subscription plans that match a title, a list of ids, or a last-modified date range.

• Action
  Find Survey Responses

  Returns the survey responses that match the survey, user, lesson, event, question or date criteria you specify.

• Action
  Find Team

  Returns one user team by its ID, including its members, team leads and what the leads are allowed to manage.

• Action
  Find Teams

  Returns user teams that match the title, team ids, member type, or created and modified dates you specify.

• Action
  Find User

  Returns one user by id, including their groups, teams, course enrollments, objects and custom profile field values.

• Action
  Find User Checklist Progress

  Returns learners' progress on their assigned checklist items, filtered by user, group, team, or assigned, created and modified dates.

• Action
  Find User Group

  Returns one user group by its id, including its name, parent group and the users in it.

• Action
  Find User Groups

  Returns the user groups that match the title, group, user, parent, hierarchy range or modified date you specify.

• Action
  Send Welcome Email

  Sends the welcome email to one or more users. Each user receives a new system-generated password in the email.

• Action
  Subscribe

  Subscribes one or more existing users to a subscription plan. For a paid plan, subscribes a single user and records the payment they made outside Tovuti.

• Action
  Unsubscribe

  Removes one or more users from a free subscription plan.

• Action
  Update User

  Updates an existing user's profile, password, status, group and team memberships, course enrollments, associated objects and custom profile fields. Returns the updated user.

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