Lexware + Ontraport Integration

Integrate Lexware to Ontraport in one click, or tell Integrately AI how you want each contact handled. Create contacts, sync invoices, update customer details, and track transactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
Arrow Right
2.
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Create contact 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
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Lexware + Ontraport Integration

Create contacts from new invoices, sync customer data, update transactions, and trigger follow-up campaigns, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Ontraport Integration

Create Ontraport contact for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Ontraport 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.
See more
Ontraport + Lexware Integration

Create Lexware contact for new Ontraport response

Automatically creating Lexware contact for new Ontraport response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Lexware contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
See more
Ontraport + Lexware Integration

Create Lexware contact for new Ontraport contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Lexware contact and Ontraport 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.
See more
  • 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 + Ontraport flow

Send customer data to your store, email tools, and spreadsheets once your billing and CRM updates are complete. Pick a combination and activate it in one click.

Lexware
Ontraport
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
Google SheetsGoogle Sheets (4)
S
L
O
Create a Lexware invoice and an Ontraport contact for every new Shopify order automatically
Every Shopify order instantly generates a Lexware invoice and an Ontraport contact, removing manual data entry entirely.
L
S
O
When a Lexware invoice status changes, update the product in Shopify and update the contact in Ontraport
Keep your Shopify product catalog and Ontraport CRM synchronized whenever a Lexware invoice status changes.
S
L
O
If a Shopify order exceeds a specific amount, create a priority Lexware invoice and tag the contact in Ontraport
Route high-value Shopify orders to priority invoicing in Lexware and tag VIP customers in Ontraport.
S
C
L
O
Use Claude to summarize every new Shopify order, create a Lexware invoice, and update the Ontraport contact
Claude analyzes customer order notes to generate structured billing in Lexware and updates records in Ontraport.

Supported triggers and actions for Lexware and Ontraport

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
Try it →
Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
Try it →
Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
Try it →
Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
Try it →
Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
Try it →
Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it →
Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
Try it →
Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
Try it →
Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
Try it →
Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
Try it →
Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it →
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it →
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
Try it →
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
Try it →
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it →
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it →
Create delivery note in Lexware
Creates a new delivery note
Try it →
Create confirmation order in Lexware
Creates a confirmation order
Try it →
Update article in Lexware
Modifies an existing article
Try it →
Search article by number in Lexware
Retrieves information about a specific article
Try it →
Create a quotation in Lexware
Creates a new workspace
Try it →
Search contact in Lexware
Finds and retrieves contact information
Try it →
Update contact in Lexware
Updates contact information with new details
Try it →
Create contact in Lexware
Adds a new contact to the database
Try it →
Get invoice by ID in Lexware
Generates a new invoice
Try it →
Search contact by name in Lexware
Try it →
Create an invoice in Lexware
Generates a new invoice
Try it →
Create a voucher in Lexware
Generates unique voucher codes
Try it →
Create a credit note in Lexware
Creates a new credit note
Try it →
Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it →
Create article in Lexware
Adds a new article to the database
Try it →
Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
Try it →
Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
Try it →
Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
Try it →
Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
Try it →
Transaction is created in Ontraport
Triggers the automation when a new transaction is created
Try it →
Form is created in Ontraport
Triggers the automation when a new form is created
Try it →
Group is created in Ontraport
Triggers the automation when a new group is created
Try it →
Create transaction in Ontraport
Records a new transaction
Try it →
Update product in Ontraport
Modifies an existing product
Try it →
Search product by name in Ontraport
Finds a product based on its name
Try it →
Create product in Ontraport
Adds a new product to the system
Try it →
Create contact in Ontraport
Adds a new contact to the database
Try it →
Update contact in Ontraport
Updates contact information with new details
Try it →
Search contact in Ontraport
Finds and retrieves contact information
Try it →
Get transaction by Id in Ontraport
Retrieves a transaction using its id
Try it →
Search campaign in Ontraport
Searches for a campaign
Try it →

What can you automate with Lexware + Ontraport?

Streamline your entire billing and customer relationship workflow by connecting Lexware and Ontraport for automated data synchronization.

What you can automate?
🔄
Create Ontraport contacts and transactions from Lexware invoices
Automatically generate an Ontraport contact and transaction record whenever a new invoice is created in Lexware. Eliminate duplicate data entry across your accounting and CRM platforms.
📋
Capture every custom billing field and invoice detail
Map all available Lexware invoice fields and line items directly into Ontraport instead of just basic names. Maintain rich, detailed customer profiles in your CRM.
🔔
Notify your team immediately upon record creation
Alert your sales and finance teams instantly in Ontraport whenever new contacts, invoices, or transactions are logged in Lexware.
🔀
Route high-value invoices to VIP workflows
Apply conditional logic to route high-value Lexware invoices to VIP Ontraport nurture sequences and standard invoices to regular processing.
🔄
Keep destination records updated as details change
Automatically update existing Ontraport contact records and transactions whenever customer details or invoice statuses change in Lexware.
🔍
Search and update instead of creating duplicates
Prevent duplicate records by searching for existing contacts in Ontraport before creating new ones from Lexware invoices.
💳
Handle later status changes like payments and refunds
Automatically update Ontraport deals and customer statuses when Lexware invoices are marked paid, cancelled, or refunded.
📊
Extend your workflow to Google Sheets
Extend your Lexware and Ontraport automation by automatically logging every transaction detail into Google Sheets for reporting.
And much more...

Who is Lexware + Ontraport integration for?

Freelancers, small business owners, and sales teams connecting Lexware and Ontraport eliminate manual data entry, ensuring seamless customer and billing synchronization.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Operations teams
Operations teams
Sales managers
Sales managers
Finance leads
Finance leads
📈
Performance marketers
You're tracking customer payments in Lexware but your CRM pipeline in Ontraport only updates when someone manually exports records, so the revenue metrics you're reviewing are always a few hours behind — with this integration, every new invoice lands in your CRM instantly and your data stays current.
Sales reps
You need to follow up immediately when a new contact registers in Lexware, but you find out too late because records are checked only once a day — with this integration, every new contact triggers immediate Ontraport engagement so you never miss a hot lead.
🤝
Account managers
You answer to clients who want to see their billing and CRM status updated in real time, but manual updates leave gaps in their progress reports — with this integration, every Lexware invoice change instantly updates Ontraport records so your clients always see accurate progress.
⚙️
Operations teams
The volume of daily orders and invoices is too high for anyone to keep up by hand, leading to constant billing and CRM discrepancies — with this integration, every transaction and contact is processed automatically and reliably.
🎯
Sales managers
You own the sales pipeline in Ontraport and depend on accounting to hand over billing details from Lexware, but manual handoffs cause frustrating delays — with this integration, every billing event automatically pushes client data straight into your CRM pipeline.
📊
Finance leads
You need a reliable, audit-ready history of every customer transaction and invoice, but manual data transfers keep leaving gaps in your records — with this integration, every Lexware record is perfectly mirrored in Ontraport without missing a single entry.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Lexware + Ontraport

Build and manage your Lexware + Ontraport 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 + Ontraport 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Lexware to Ontraport?
Frequently Asked Questions
You can connect Lexware to Ontraport instantly using 1-click ready workflows or ask Integrately AI to build your custom automation. Simply select your preferred template, connect your accounts, and sync data across Shopify, Mailchimp, Stripe, and 1,500+ other apps.
Can I automatically create Ontraport contacts from new Lexware invoices?
Frequently Asked Questions
Can I connect Lexware, Ontraport, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Ontraport?
Frequently Asked Questions
How does Lexware handle invoice data during integration?
Frequently Asked Questions
How are contacts updated in Ontraport?
Frequently Asked Questions
Can I set up this automation without any coding experience?
Frequently Asked Questions
Is the Lexware and Ontraport integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Lexware or Ontraport With 1500+ Other Apps

Lexware
Popular Lexware Integrations
Connect Lexware to accounting, invoicing, and reporting tools to keep your financial operations organized.
See All
Lexware Integrations arrow right
No popular apps found
Ontraport
Popular Ontraport Integrations
Sync Ontraport with marketing, lead capture, and support tools to accelerate your customer growth.
See All
Ontraport Integrations arrow right
No popular apps found