--- title: "Connect Pipedrive and Lexware Office - APIANT.ai" description: "When \"New Activity\" fires in Pipedrive, your agent runs \"Create a contact\" in Lexware Office." canonical: "https://apiant.ai/connect/pipedrive-to-lexware-office" --- # Connect Pipedrive and Lexware Office When **New Activity** fires in [Pipedrive](https://apiant.ai/connections/pipedrive), your agent runs **Create a contact** in [Lexware Office](https://apiant.ai/connections/lexware-office), or **Contact updated (instant)** in Lexware Office to **Create Deal** in Pipedrive. Describe the whole flow and it is built, tested on every scenario and kept running. Pipedrive **6** triggers Pipedrive **24** actions Lexware Office **10** triggers Lexware Office **40** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipedrive and Lexware Office 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 Pipedrive and Lexware Office can do together ### From Pipedrive to Lexware Office - When **New Activity** in Pipedrive then **Create a contact** in Lexware Office - When **New Deal** in Pipedrive then **Create an invoice** in Lexware Office ### From Lexware Office to Pipedrive - When **Contact updated (instant)** in Lexware Office then **Create Deal** in Pipedrive - When **Invoice status changed (instant)** in Lexware Office then **Create Lead** in Pipedrive 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 Pipedrive and Lexware Office ## Triggers and actions 16 triggers · 64 actions - Trigger **Deal Won** Triggers when a deal is marked as won in Pipedrive. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Deal** Triggers when a new deal is created. - Trigger **New Organization** Triggers when a new organization is added. - Trigger **New Person** Triggers when a new person (contact) is added. - Trigger **New Person (with Custom Fields and Labels)** Triggered when a new person (contact) is added. Includes custom fields and labels. - Action **Create Activity** Creates a new activity (call, meeting, task, etc.). - Action **Create Deal** Adds a new deal to Pipedrive. Returns the created deal. - Action **Create Lead** Creates a new lead. Returns the created lead. - Action **Create Note** Adds a new note to a deal, person, or organization. - Action **Create Organization** Adds a new organization. Returns the created organization. - Action **Create Person** Adds a new person (contact). Returns the created person. - Action **Delete Activity** Marks an activity as deleted. - Action **Delete Deal** Marks a deal as deleted. - Action **Delete Organization** Marks an organization as deleted. - Action **Delete Person** Marks a person as deleted. - Action **Get Deal** Returns the deal with the given ID. - Action **Get Organization** Returns the organization with the given ID. - Action **Get Person** Returns the person with the given ID. - Action **Get related deals for person** Returns deals having the specified status that are related to the specified person. - Action **Get stage ID by stage name** Returns the stage id if the stage name exists. - Action **Merge organizations** Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep. - Action **Merge persons** Merges two person accounts. Info from the person record to discard is merged into the person record to keep. - Action **Search Deals** Searches deals by term. Returns matching deals. - Action **Search Organizations** Searches organizations by term. Returns matching organizations. - Action **Search Persons** Searches persons by term (name, email, phone). Returns matching persons. - Action **Update Activity** Updates an existing activity by ID. - Action **Update Deal** Updates an existing deal by ID. - Action **Update Organization** Updates an existing organization by ID. - Action **Update Person** Updates an existing person by ID. - 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 - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) - [ **Lexware Office** Lexware Office is a cloud app for german accounting.](https://apiant.ai/connections/lexware-office) Reviews ## What our customers say ## More from Pipedrive - [ **Pipedrive to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipedrive-to-salesforce) - [ **Pipedrive to Google Sheets** Google Sheets](https://apiant.ai/connect/pipedrive-to-google-sheets) - [ **Pipedrive to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/pipedrive-to-google-calendar) - [ **Pipedrive to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/pipedrive-to-google-drive) - [ **Pipedrive to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/pipedrive-to-mailchimp) - [ **Pipedrive to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipedrive-to-shopify) ## More into Lexware Office - [ **Keygen to Lexware Office** Keygen is a key generation service that makes it easy for businesses to license and distribute their software.](https://apiant.ai/connect/keygen-to-lexware-office) - [ **HubSpot to Lexware Office** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lexware-office) - [ **Google Drive to Lexware Office** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lexware-office) - [ **ActiveCampaign to Lexware Office** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lexware-office) - [ **Airtable to Lexware Office** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-lexware-office) - [ **Trello to Lexware Office** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-lexware-office) Questions ## Pipedrive and Lexware Office, answered ### ### What can start an automation from Pipedrive? Any of Pipedrive's 6 triggers in the catalog, including New Activity, New Deal, New Organization and New Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lexware Office when something happens in Pipedrive? Any of Lexware Office's 40 actions, including Create a contact, Create a credit note, Create a delivery note and Create a dunning. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lexware Office to Pipedrive? Yes. When something happens in Lexware Office, your agent can act in Pipedrive too. This page covers both directions: Lexware Office's triggers and Pipedrive's actions are listed here as well. ### ### Do I have to build a connector for Pipedrive or Lexware Office? 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 Pipedrive and Lexware Office 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.