Lexware + Microsoft Teams Integration

Integrate Lexware to Microsoft Teams in one click, or tell Integrately AI how you want each invoice handled. Notify your team on Microsoft Teams, log customer details, alert finance channels, and track follow-ups 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 Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
Arrow Right
2.
  • Lexware
    Create contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams

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Ready Workflows Ready Workflows for Lexware + Microsoft Teams Integration

Notify your team, alert finance channels, track invoices, and update contacts, all in just one click.

Most popular automationmost-popular-automations
Lexware + Microsoft Teams Integration

Send Microsoft Teams message 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 Teams message 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Lexware + Microsoft Teams flow

Automatically sync your financial data with your CRM and project management tools, then notify your team. Pick a combination and activate it in one click.

Lexware
Microsoft Teams
+
HubSpotHubSpot (6)
+
SalesforceSalesforce (5)
+
PipedrivePipedrive (4)
+
ShopifyShopify (4)
+
StripeStripe (4)
+
AsanaAsana (4)
L
H
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Create a contact in HubSpot when an invoice is created in Lexware, and notify your team in Microsoft Teams.
Every new Lexware invoice automatically creates a contact in HubSpot and alerts your team in Microsoft Teams without manual entry.
L
H
M
Notify your team in Microsoft Teams when a contact is created in Lexware, and create a contact in HubSpot.
New Lexware contacts are added to HubSpot and announced in Microsoft Teams instantly.
H
L
M
When a HubSpot deal moves to closed won, create an invoice in Lexware and post the win in Microsoft Teams.
Won deals in HubSpot automatically generate an invoice in Lexware and notify your team in Microsoft Teams.
L
H
M
If an invoice is created in Lexware, update the contact in HubSpot and alert your team in Microsoft Teams.
Keep HubSpot records aligned with Lexware invoicing activities while notifying your team in Microsoft Teams.
H
L
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Use ChatGPT to analyze new HubSpot form submissions, create an invoice in Lexware, and notify your team in Microsoft Teams.
AI reviews HubSpot submissions before generating a Lexware invoice and posting the summary in Microsoft Teams.
H
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Turn every HubSpot deal into a Lexware invoice, create a task in Asana, and notify your team in Microsoft Teams.
Convert HubSpot deals into Lexware invoices, track project tasks in Asana, and alert your team in Microsoft Teams.

Supported triggers and actions for Lexware and Microsoft Teams

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
Try it โ†’
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
Try it โ†’
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it โ†’
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it โ†’
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it โ†’
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it โ†’
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it โ†’
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it โ†’
Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it โ†’
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
Try it โ†’
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it โ†’
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it โ†’
Create contact in Lexware
Adds a new contact to the database
Try it โ†’
Update contact in Lexware
Updates contact information with new details
Try it โ†’
Search contact in Lexware
Finds and retrieves contact information
Try it โ†’
Create a quotation in Lexware
Creates a new workspace
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Search article by number in Lexware
Retrieves information about a specific article
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Update article in Lexware
Modifies an existing article
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Create confirmation order in Lexware
Creates a confirmation order
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Create delivery note in Lexware
Creates a new delivery note
Try it โ†’
Get invoice by ID in Lexware
Generates a new invoice
Try it โ†’
Search contact by name in Lexware
Try it โ†’
Create an invoice in Lexware
Generates a new invoice
Try it โ†’
Create a voucher in Lexware
Generates unique voucher codes
Try it โ†’
Create a credit note in Lexware
Creates a new credit note
Try it โ†’
Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it โ†’
Create article in Lexware
Adds a new article to the database
Try it โ†’
Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
Try it โ†’
Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
Try it โ†’
New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
Try it โ†’
Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
Try it โ†’
Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
Try it โ†’
Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
Try it โ†’
Create online meeting in Microsoft Teams
Schedules a new online meeting
Try it โ†’
Get user by ID in Microsoft Teams
Retrieves user information using their id
Try it โ†’

What can you automate with Lexware + Microsoft Teams?

Streamline your accounting operations and team collaboration with automated workflows tailored to your business.

What you can automate?
๐Ÿงพ
Automate invoice notifications instantly
Send a Microsoft Teams message the moment an invoice is created in Lexware. Keep your team informed without manual communication.
๐Ÿ“‹
Capture every submitted field
Map all available contact details and line items from Lexware into your downstream communication channels and records.
๐Ÿ””
Tell the right person immediately
Route quotation updates and delivery notes directly to the relevant Microsoft Teams channel as soon as they happen.
๐Ÿ”€
Conditional routing based on submitted fields
Send high-value invoices to executive channels while routine vouchers go to standard accounting channels automatically.
๐Ÿ”„
Keep your destinations up to date
Automatically update contact information and invoice statuses across your connected tools when records change in Lexware.
๐Ÿ‘ฅ
Add or update without duplicates
Search existing records before creating new entries to ensure clean databases across your accounting and CRM stack.
โšก
Handle later status changes smoothly
Trigger automated follow-ups and notifications when quotation or voucher statuses change in Lexware.
๐Ÿ”—
Extend your flow to HubSpot
Connect Lexware and Microsoft Teams with HubSpot to synchronize your accounting data and CRM pipeline in one automated motion.
And much more...

Who is Lexware + Microsoft Teams integration for?

Connecting Lexware and Microsoft Teams helps finance teams, project managers, and business owners eliminate manual data entry and streamline team communication.

Finance controllers and accountants
Finance controllers and accountants
Sales managers and team leads
Sales managers and team leads
Client success specialists
Client success specialists
Operations directors
Operations directors
Billing specialists
Billing specialists
Business owners and auditors
Business owners and auditors
๐Ÿ“ˆ
Finance controllers and accountants
You're reviewing financial records and billing numbers, but your tracking data only updates when someone manually exports reports, so your revenue figures are always hours behind โ€” with this integration, every new invoice lands in your channels instantly and your reporting stays current.
โšก
Sales managers and team leads
You need to act fast on customer registrations, but you find out about new client creation long after accounting registers them, so your outreach is delayed โ€” connecting these apps means every new contact triggers an immediate notification and your team engages instantly.
๐Ÿค
Client success specialists
You answer to clients who want immediate confirmation of their orders and invoices, but manual status checks create communication friction โ€” automating both apps means your team receives instant updates and client communications flow without delay.
๐Ÿ“Š
Operations directors
The volume of incoming invoices and contacts is too high for anyone to keep up by hand, leading to missed billing notifications and untracked records โ€” automating both apps means every transaction is logged and announced without manual effort.
๐Ÿ”—
Billing specialists
You own the billing workflow and depend on sales teams to hand over customer details before you can issue invoices, causing bottlenecks โ€” with this integration, client creation in your CRM automatically triggers invoice generation.
๐Ÿ“‚
Business owners and auditors
You need a reliable audit history of every financial document, but manual record-keeping leaves gaps in your transaction logs โ€” connecting these apps means every invoice, quotation, and contact is tracked accurately.
Our team

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Why choose Integrately to automate Lexware + Microsoft Teams

Build and manage your Lexware + Microsoft Teams 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 Teams 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 โ€” 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.
How Integrately Works?

How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Lexware to Microsoft Teams?
Frequently Asked Questions
You can connect Lexware to Microsoft Teams easily using 1-click ready workflows on Integrately. Simply choose a template or ask Integrately AI to build your custom automation between Lexware, Microsoft Teams, and other tools like HubSpot, Stripe, and Asana.
Can I send Microsoft Teams messages when a Lexware invoice is created?
Frequently Asked Questions
Can I connect Lexware, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Microsoft Teams?
Frequently Asked Questions
How does Lexware handle invoice data during automation?
Frequently Asked Questions
How does Microsoft Teams receive notifications from Lexware?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Microsoft Teams?
Frequently Asked Questions
Is the Lexware and Microsoft Teams integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Microsoft Teams With 1500+ Other Apps

Lexware
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Microsoft Teams
Popular Microsoft Teams Integrations
Connect Microsoft Teams to project management, communication, and CRM tools to improve team collaboration.