Integration

Connect MeisterTask to Lexware Office

When something happens in MeisterTask, your agent does the next thing in Lexware Office. Describe it in plain language and the automation is built, tested on every branch and kept running.

MeisterTask9 triggersMeisterTask9 actionsLexware Office10 triggersLexware Office40 actions

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What do you want MeisterTask and Lexware Office to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with MeisterTask and Lexware Office

Triggers and actions 19 triggers · 49 actions

Trigger
New Attachment
Triggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to.
Trigger
New Checklist Item
Triggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to.
Trigger
New Comment
Triggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on.
Trigger
New Label
Triggers when a new label is created in the project you pick. Returns the label's name and color.
Trigger
New Person
Triggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added.
Trigger
New Project
Triggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status.
Trigger
New Section
Triggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit.
Trigger
New Task
Triggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee.
Trigger
New Task Label
Triggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to.
Action
Create Attachment
Uploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link.
Action
Create Label
Creates a new label in a MeisterTask project. Returns the label's ID, name and color.
Action
Create Task
Creates a new task in a MeisterTask section. Returns the task's ID, title, section and project.
Action
Create Task Label
Adds an existing project label to a MeisterTask task. Returns the link between the task and the label.
Action
Find Attachment
Finds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link.
Action
Find Label
Finds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color.
Action
Find Person
Finds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email.
Action
Find Task
Finds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee.
Action
Update Task
Updates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value.
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.

Each app on its own

The other way round: Lexware Office to MeisterTask