--- title: "Connect Lexware Office and Wheelbase - APIANT.ai" description: "When \"Contact updated (instant)\" fires in Lexware Office, your agent runs \"Create Customer\" in Wheelbase." canonical: "https://apiant.ai/connect/lexware-office-to-wheelbase" --- # Connect Lexware Office and Wheelbase When **Contact updated (instant)** fires in [Lexware Office](https://apiant.ai/connections/lexware-office), your agent runs **Create Customer** in [Wheelbase](https://apiant.ai/connections/wheelbase), or **New Customer** in Wheelbase to **Create a contact** in Lexware Office. Describe the whole flow and it is built, tested on every scenario and kept running. Lexware Office **10** triggers Lexware Office **40** actions Wheelbase **4** triggers Wheelbase **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Lexware Office and Wheelbase to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Lexware Office and Wheelbase can do together ### From Lexware Office to Wheelbase - When **Contact updated (instant)** in Lexware Office then **Create Customer** in Wheelbase - When **Invoice status changed (instant)** in Lexware Office then **Update customer** in Wheelbase ### From Wheelbase to Lexware Office - When **New Customer** in Wheelbase then **Create a contact** in Lexware Office - When **New Message** in Wheelbase then **Create an invoice** in Lexware Office Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Lexware Office and Wheelbase ## Triggers and actions 14 triggers · 56 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 **New Customer** Triggered when a new customer is created or a marketplace guest books with the dealer. - Trigger **New Message** Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message. - Trigger **New or Updated Reservation** Triggers when a reservation is created or updated in Wheelbase. - Trigger **New Rental** Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account. - Action **Approve booking** Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed. - Action **Cancel booking** Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy. - Action **Create Customer** Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate. - Action **Create Reservation** Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details. - Action **Decline booking** Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead. - Action **Find a Customer** Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer. - Action **Find a Rental** Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting. - Action **Get booking** Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found. - Action **Get customer** Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found. - Action **Get listing** Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images. - Action **List booking payments** Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account. - Action **List bookings** Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date. - Action **List locations** Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours. - Action **Update customer** Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited. - Action **Update listing** Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing. - Action **Update Reservation** Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing. ## Each app on its own - [ **Lexware Office** Lexware Office is a cloud app for german accounting.](https://apiant.ai/connections/lexware-office) - [ **Wheelbase** All-in-one rentals suite that combines rental management software with $1M in insurance coverage.](https://apiant.ai/connections/wheelbase) Reviews ## What our customers say ## More from Lexware Office - [ **Lexware Office to Base44** Base44 is a platform that allows non-technical people to build their own Apps using AI.](https://apiant.ai/connect/lexware-office-to-base44) - [ **Lexware Office to Browserless** Browserless allows you to run Chrome instances in the cloud for Data Extraction, Automation, PDF &...](https://apiant.ai/connect/lexware-office-to-browserless) - [ **Lexware Office to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/lexware-office-to-salesforce) - [ **Lexware Office to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/lexware-office-to-slack) - [ **Lexware Office to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/lexware-office-to-google-sheets) - [ **Lexware Office to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/lexware-office-to-gmail) ## More into Wheelbase - [ **HubSpot to Wheelbase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wheelbase) - [ **Salesforce to Wheelbase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wheelbase) - [ **Slack to Wheelbase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wheelbase) - [ **Google Sheets to Wheelbase** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wheelbase) - [ **Gmail to Wheelbase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wheelbase) - [ **Google Calendar to Wheelbase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wheelbase) Questions ## Lexware Office and Wheelbase, answered ### ### What can start an automation from Lexware Office? Any of Lexware Office's 10 triggers in the catalog, including Contact updated (instant), Invoice status changed (instant), New article (instant) and New contact (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Wheelbase when something happens in Lexware Office? Any of Wheelbase's 16 actions, including Create Customer, Create Reservation, Update customer and Update listing. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wheelbase to Lexware Office? Yes. When something happens in Wheelbase, your agent can act in Lexware Office too. This page covers both directions: Wheelbase's triggers and Lexware Office's actions are listed here as well. ### ### Do I have to build a connector for Lexware Office or Wheelbase? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Lexware Office and Wheelbase without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.