Lexware + Microsoft Outlook Integration

Integrate Lexware to Microsoft Outlook in one click, or tell Integrately AI how you want each contact handled. Add contacts, send welcome emails, schedule calendar events, and update client notes automatically.

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1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
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2.

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Ready Workflows Ready Workflows for Lexware + Microsoft Outlook Integration

Sync contacts, send follow-up emails, schedule calendar events, and update tasks, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Outlook contact and Lexware contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Lexware + Microsoft Outlook Integration

Send Microsoft Outlook email for new Lexware contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Microsoft Outlook email for every new Lexware contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Microsoft Outlook + Lexware Integration

Create Lexware contact for new Microsoft Outlook contact

If you're using Microsoft Outlook to manage your sales leads, it's important to also use Lexware to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Outlook, a corresponding contact will automatically be created in Lexware.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Lexware + Microsoft Outlook flow

Log financial records in your CRM, notify your team on messaging channels, and keep project boards updated. Pick a combination and activate it in one click.

Lexware
Microsoft Outlook
+
ShopifyShopify (4)
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StripeStripe (4)
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SlackSlack (4)
+
SalesforceSalesforce (4)
+
Google DriveGoogle Drive (4)
+
TrelloTrello (4)
S
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Create an invoice in Lexware for every new Shopify order, and send a confirmation email in Microsoft Outlook
New Shopify orders generate a Lexware invoice and notify customers via Microsoft Outlook instantly without manual entry.
S
L
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Add Shopify customers as contacts in Lexware, and create a welcome contact record in Microsoft Outlook
Shopify customer signups instantly appear in Lexware and Microsoft Outlook so your records stay unified.
S
L
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Create a delivery note in Lexware when a Shopify order is fulfilled, and schedule a follow-up event in Microsoft Outlook
Fulfilled Shopify orders trigger Lexware delivery notes and Microsoft Outlook calendar reminders automatically.
S
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Create a credit note in Lexware for cancelled Shopify orders, and notify the customer via Microsoft Outlook
Cancelled Shopify orders automatically generate Lexware credit notes and alert customers through Microsoft Outlook.

Supported triggers and actions for Lexware and Microsoft Outlook

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
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Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
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Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
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Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it →
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it →
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it →
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it →
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
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Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it →
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
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Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
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Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
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Search contact in Lexware
Finds and retrieves contact information
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Create delivery note in Lexware
Creates a new delivery note
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Get invoice by ID in Lexware
Generates a new invoice
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Create confirmation order in Lexware
Creates a confirmation order
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Update article in Lexware
Modifies an existing article
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Search article by number in Lexware
Retrieves information about a specific article
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Create a quotation in Lexware
Creates a new workspace
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Update contact in Lexware
Updates contact information with new details
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Create contact in Lexware
Adds a new contact to the database
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Search contact by name in Lexware
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Create an invoice in Lexware
Generates a new invoice
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Create a voucher in Lexware
Generates unique voucher codes
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Create a credit note in Lexware
Creates a new credit note
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Search invoice voucher list in Lexware
Searches for a invoice voucher list
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Create article in Lexware
Adds a new article to the database
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Microsoft Outlook
Microsoft Outlook Triggers & Actions
Email is created in Microsoft Outlook
Triggers the automation when a new email is created
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Contact is updated in Microsoft Outlook
Triggers the automation when a contact is updated
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Email is received in Microsoft Outlook
Triggers the automation when an email is received
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Calendar event is created in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Outlook
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Outlook
Triggers the automation when a new contact is created
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Delete contact in Microsoft Outlook
Removes a contact from the address book
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Send email in Microsoft Outlook
Sends an email to a recipient
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Create event in Microsoft Outlook
Adds a new contact to the contact list
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Create contact in Microsoft Outlook
Adds a new contact to the database
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Update contact in Microsoft Outlook
Updates contact information with new details
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Search contact in Microsoft Outlook
Finds and retrieves contact information
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Create draft email in Microsoft Outlook
Adds a new contact to the contact list
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Search event in Microsoft Outlook
Conduct a search for events based on particular criteria
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Update event in Microsoft Outlook
Updates event details with the latest information
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Get attachments in Microsoft Outlook
Retrieves attachments from emails and save them to a designated location
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What can you automate with Lexware + Microsoft Outlook?

Streamline your accounting and communication workflows by connecting every trigger and action between Lexware and Microsoft Outlook.

What you can automate?
🔄
Sync Lexware invoices with Microsoft Outlook emails
Automatically send email notifications in Microsoft Outlook the moment an invoice or quotation is created in Lexware. Keep your clients informed without manual copying.
📋
Capture every submitted contact detail
Transfer complete contact profiles from Lexware directly into Microsoft Outlook address books. Ensure phone numbers, addresses, and company names match across platforms.
🔔
Alert your team as soon as orders arrive
Trigger calendar events and email notifications in Microsoft Outlook whenever a new delivery note or order confirmation is generated in Lexware.
🔀
Route actions based on specific invoice statuses
Perform different tasks depending on whether a Lexware invoice or voucher status changes. Send specific client follow-ups based on financial milestones.
📊
Keep client records up to date automatically
Modify Microsoft Outlook contact details whenever client information or company profiles are updated in Lexware. Eliminate outdated address book entries.
🔍
Search and update existing records
Search for contacts and invoices before creating new entries. Prevent duplicate contact creation and keep your databases clean and organized.
💳
Handle credit notes and status changes
Automatically generate email updates in Microsoft Outlook when a credit note or voucher status is modified in Lexware. Keep financial records transparent.
🌐
Extend your workflow to external apps
Connect your Lexware and Microsoft Outlook core flow with tools like Slack or Google Drive to notify teams and store documents in one unified pipeline.
And much more...

Who is Lexware + Microsoft Outlook integration for?

Finance teams, business owners, and sales representatives eliminate manual data entry and keep billing and communication channels perfectly synchronized.

Financial analysts and accountants
Financial analysts and accountants
Sales representatives
Sales representatives
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Project managers
Project managers
Business owners
Business owners
📈
Financial analysts and accountants
You're compiling invoice data from Lexware but your reporting schedules slip because figures must be exported by hand, so the financial summaries you review are always a few hours behind — with this integration, every new transaction updates your accounts instantly and your financial data stays current.
Sales representatives
You're managing client proposals in Lexware but your email updates in Microsoft Outlook get delayed until end-of-day catch-ups, so prospective clients wait too long for confirmation — this integration means every new quotation sends an immediate email notification and your deals move forward faster.
🤝
Client success managers
You're tracking client onboarding in Microsoft Outlook while billing details live in Lexware, so stakeholders lack visibility into account standing — this integration means every contact change updates your records across both apps and client progress is always transparent.
📦
Operations coordinators
You're generating delivery notes and order confirmations in Lexware while scheduling fulfillment calls in Microsoft Outlook, so high transaction volumes create manual bottlenecks — automating both apps means every order fulfillment creates documentation and calendar events instantly.
📋
Project managers
You're depending on upstream invoice creation in Lexware to trigger project setup and calendar reminders in Microsoft Outlook, so handoff gaps cause missed deadlines — connecting these apps means every billing milestone triggers immediate task scheduling and team visibility.
🗂️
Business owners
You're trying to maintain a reliable history of client interactions across billing and email tools, but manual record-keeping leaves persistent gaps in your database — automating both apps means every contact and invoice creates a unified audit trail without manual entry.
Our team

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Why choose Integrately to automate Lexware + Microsoft Outlook

Build and manage your Lexware + Microsoft Outlook automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Lexware + Microsoft Outlook with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Lexware to Microsoft Outlook?
Frequently Asked Questions
You can connect Lexware to Microsoft Outlook in 1 click using ready automation templates on Integrately. Select a pre-built flow, connect your accounts, and start syncing contacts and invoices instantly with Integrately AI.
Can I automatically create Microsoft Outlook contacts from Lexware invoices?
Frequently Asked Questions
Can I connect Lexware, Microsoft Outlook, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Microsoft Outlook?
Frequently Asked Questions
How does Lexware handle contact data in these integrations?
Frequently Asked Questions
How does Microsoft Outlook manage incoming emails and contacts?
Frequently Asked Questions
Do I need coding skills to connect Lexware and Microsoft Outlook?
Frequently Asked Questions
Is the Lexware and Microsoft Outlook integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Microsoft Outlook With 1500+ Other Apps

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Microsoft Outlook
Popular Microsoft Outlook Integrations
Sync Microsoft Outlook with email, calendar, and task management tools to keep productivity organized.