

Lexware + Plutio Integration
Integrate Lexware to Plutio in one click, or tell Integrately AI how you want each invoice handled. Track projects, update tasks, send client proposals, and keep your accounting aligned automatically.
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Ready Workflows ย for Lexware + Plutio Integration
Create projects from invoices, sync contacts, manage tasks, and send client proposals, all in just one click.
Sorry, we donโt have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Lexware + Plutio flow
Send instant notifications, sync documents, log payments, and update client records across your entire stack. Pick a combination and activate it in one click.


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When an invoice is created in Lexware, create a Plutio project and add a card in Trello
Lexware invoices trigger a new Plutio project and a Trello card simultaneously, keeping your billing and boards in sync.
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When a contact is created in Lexware, create a person in Plutio and create a Trello board
New Lexware contacts automatically generate a Plutio person and a dedicated Trello board for client onboarding.
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When an invoice status is changed in Lexware, update the Plutio project and move the Trello card
Invoice status updates in Lexware automatically progress your Plutio project and move your Trello card.
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Use ChatGPT to summarize every new Plutio form submission, create a Lexware contact, and create a Trello card
ChatGPT analyzes Plutio form submissions, creates a Lexware contact, and sets up a Trello tracking card.
Supported triggers and actions for Lexware and Plutio
Mix and match to build the exact automation you need

Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Contact is created in Lexware
Triggers the automation when a new contact is created
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Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it โ Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Voucher is created in Lexware
Triggers the automation when a new voucher is created
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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
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 
Plutio Triggers & Actions
Instant
Project is created in Plutio
Triggers the automation when a new project is created
Try it โ Instant
Invoice is created in Plutio
Triggers the automation when any invoice is added or modified
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Template is created in Plutio
Triggers the automation when a new template is created
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Proposal is created in Plutio
Triggers the automation when a new proposal is created
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Contract is created in Plutio
Triggers the automation when a new contract is created
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Company is created in Plutio
Triggers the automation when a new company is created
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Task board is created in Plutio
Triggers the automation when a task board is created
Try it โ Instant
Task group is created in Plutio
Triggers the automation when a task group is created
Try it โ What can you automate with Lexware + Plutio?
Streamline your financial and project management workflows by connecting Lexware and Plutio.
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Create Plutio projects from Lexware invoices automatically
Generate a new Plutio project the moment an invoice is created in Lexware. Eliminate manual workspace setup and start client work immediately.
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Capture every submitted contact detail and custom field
Sync contact information from Lexware directly into Plutio person profiles. Ensure your client database is accurate across all platforms.
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Alert your team instantly when a new invoice is issued
Notify project teams the second billing events occur in Lexware. Keep everyone informed without manual check-ins.
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Route tasks differently based on invoice amounts or quotation status
Apply conditional logic to your automated workflows. Trigger distinct project creation steps depending on specific field values.
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Keep Plutio project statuses synced with Lexware invoice changes
Automatically update project stages in Plutio whenever invoice or order confirmation statuses change in Lexware.
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Update existing contacts instead of creating duplicate records
Search and update existing client entries in Plutio when contact details change in Lexware, preventing data clutter.
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Handle later status changes like payments and cancellations
Trigger automated follow-up actions when invoice, quotation, or credit note statuses are updated in Lexware.
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Extend your workflow directly to team communication apps
Connect your core Lexware and Plutio flow to Slack for real-time team announcements and operational alerts.
And much more...
Who is Lexware + Plutio integration for?
Accounting professionals, project managers, and business owners who need to keep financial records and client projects perfectly aligned without manual double-entry.
Accounting teams and bookkeepers
Project managers
Agency owners and client directors
Operations coordinators
Sales executives
Finance managers
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Accounting teams and bookkeepers
You're managing invoices and vouchers in Lexware but your project tracking in Plutio only updates when someone manually re-enters data, so the financial summaries you review are always hours out of date โ with this integration, every new invoice lands in Plutio instantly and your financial records stay perfectly current.
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Project managers
You manage client tasks and deliverables in Plutio while billing happens in Lexware, but delays in client updates mean you start work before payment is confirmed โ this integration means every invoice status change triggers project tasks instantly, so your team never misses a beat.
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Agency owners and client directors
Clients request constant updates on their project deliverables in Plutio while your billing records live separately in Lexware, leading to frustrating disconnects during review calls โ with this integration, project milestones and financial records sync automatically to give everyone a clear view.
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Operations coordinators
Your team handles dozens of contacts and orders daily in Lexware and struggles to recreate them as projects in Plutio by hand, causing severe administrative bottlenecks โ automating both apps means every record is created instantly without human intervention.
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Sales executives
You close deals and generate quotations in Lexware but wait indefinitely for someone to set up the client workspace in Plutio, delaying project kickoff โ this integration means project creation happens the moment a quotation is confirmed.
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Finance managers
You audit transaction histories and vouchers across Lexware and Plutio, but manual entry errors leave missing links between invoices and project tasks โ automating both apps means every entry creates a flawless, verifiable audit trail.

Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Lexware + Plutio
Build and manage your Lexware + Plutio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Lexware + Plutio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Lexware to Plutio?
You can connect Lexware to Plutio in 1 click using ready-made templates on Integrately, or use Integrately AI to build your custom automation workflow.
Can I automatically create Plutio projects from Lexware invoices?
Can I connect Lexware, Plutio, and Slack?
What is a good Zapier alternative for Lexware and Plutio?
How does Lexware handle invoice data during synchronization?
How does Plutio update project tasks when an invoice status changes?
Do I need coding skills to set up Lexware and Plutio integrations?
Is the Lexware and Plutio integration free?
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No worries โ just send us a message and weโll get back to you as soon as possible.
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