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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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
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
Arrow Right
2.
  • Lexware
    Get invoice by ID in Lexware
  • 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
    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
  • Plutio
    Create Task in Plutio
  • Plutio
    Update Task in Plutio
  • Plutio
    Move a Task in Plutio
  • Plutio
    Create Person in Plutio
  • Plutio
    Search person/people in Plutio
  • Plutio
    Update Person in Plutio
  • Plutio
    Delete Person in Plutio
  • Plutio
    Create Project in Plutio
  • Plutio
    Create Invoice in Plutio
  • Plutio
    Update Invoice in Plutio
  • Plutio
    Delete Invoice in Plutio
  • Plutio
    Create person conversation in Plutio
  • Plutio
    Create company in Plutio
  • Plutio
    Create proposal in Plutio
  • Plutio
    Create contract in Plutio
  • Plutio
    Search invoice in Plutio
  • Plutio
    Get person by Id in Plutio
  • Plutio
    Find task in Plutio
  • Plutio
    Update contract in Plutio
  • Plutio
    Delete block in Plutio
  • Plutio
    Update company in Plutio
  • Plutio
    Update proposal in Plutio
  • Plutio
    Create Task Board in Plutio
  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

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Ready WorkflowsReady 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 donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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.

Lexware
Plutio
+
TrelloTrello (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
L
P
T
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.
L
P
T
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.
L
P
T
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.
P
C
L
T
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
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
Try it โ†’
Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
Try it โ†’
Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
Try it โ†’
Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
Try it โ†’
Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
Try it โ†’
Instant
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
Try it โ†’
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
Try it โ†’
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†’
Get invoice by ID in Lexware
Generates a new invoice
Try it โ†’
Create delivery note in Lexware
Creates a new delivery note
Try it โ†’
Create confirmation order in Lexware
Creates a confirmation order
Try it โ†’
Update article in Lexware
Modifies an existing article
Try it โ†’
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
Try it โ†’
Search contact in Lexware
Finds and retrieves contact information
Try it โ†’
Update contact in Lexware
Updates contact information with new details
Try it โ†’
Create contact in Lexware
Adds a new contact to the database
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†’
Plutio
Plutio Triggers & Actions
Instant
Project is created in Plutio
Triggers the automation when a new project is created
Try it โ†’
Instant
Project is updated in Plutio
Triggers the automation when a project is updated
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Instant
Task is created in Plutio
Triggers the automation when a new task is created
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Instant
Task is updated in Plutio
Triggers the automation when any task is updated
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Instant
Invoice is created in Plutio
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Invoice is updated in Plutio
Triggers the automation when an invoice is updated
Try it โ†’
Instant
Person is created in Plutio
Triggers the automation when a new person is created
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Instant
Form is submitted in Plutio
Triggers the automation when a form is filled
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Instant
Catch all events in Plutio
Triggers the automation when any event occurs
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Instant
Template is created in Plutio
Triggers the automation when a new template is created
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Instant
Proposal is created in Plutio
Triggers the automation when a new proposal is created
Try it โ†’
Instant
Form is created in Plutio
Triggers the automation when a new form is created
Try it โ†’
Instant
Contract is created in Plutio
Triggers the automation when a new contract is created
Try it โ†’
Instant
Contract is updated in Plutio
Triggers the automation when a contract is modified
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Instant
Company is created in Plutio
Triggers the automation when a new company is created
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Instant
Company is updated in Plutio
Triggers the automation when a company is updated
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Instant
Task board is created in Plutio
Triggers the automation when a task board is created
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Instant
Task group is created in Plutio
Triggers the automation when a task group is created
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Create Task in Plutio
Creates a new task
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Update Task in Plutio
Updates the task with new information or changes
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Move a Task in Plutio
Move a task from one list or project to another
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Create Person in Plutio
Generates a new person
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Search person/people in Plutio
Searches for a person or people
Try it โ†’
Update Person in Plutio
Updates the information of a person
Try it โ†’
Delete Person in Plutio
Removes particular person from the database
Try it โ†’
Create Project in Plutio
Creates a new project
Try it โ†’
Create Invoice in Plutio
Generates invoices for sales transactions
Try it โ†’
Update Invoice in Plutio
Updates invoice details based on new information
Try it โ†’
Delete Invoice in Plutio
Deletes selected invoice records
Try it โ†’
Create person conversation in Plutio
Starts a new conversation with a person
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Create company in Plutio
Generates a new company profile with given details
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Create proposal in Plutio
Generates a new proposal
Try it โ†’
Create contract in Plutio
Generates a contract document based on particular criteria
Try it โ†’
Search invoice in Plutio
Locates and retrieves invoices with
Try it โ†’
Get person by Id in Plutio
Retrieves a person's information by their id
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Find task in Plutio
Locates and retrieves a task within the app
Try it โ†’
Update contract in Plutio
Updates contract details and terms as needed
Try it โ†’
Delete block in Plutio
Removes a block from the system
Try it โ†’
Update company in Plutio
Updates company information
Try it โ†’
Update proposal in Plutio
Updates the proposal with the latest changes and revisions
Try it โ†’
Create Task Board in Plutio
Creates a new task board
Try it โ†’
Create Note in Plutio
Try it โ†’
Create Task Group in Plutio
Creates a new group of tasks
Try it โ†’

What can you automate with Lexware + Plutio?

Streamline your financial and project management workflows by connecting Lexware and Plutio.

What you can automate?
๐Ÿงพ
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.
๐Ÿ‘ค
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.
๐Ÿ””
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.
๐Ÿ”€
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.
๐Ÿ”„
Keep Plutio project statuses synced with Lexware invoice changes
Automatically update project stages in Plutio whenever invoice or order confirmation statuses change in Lexware.
๐Ÿ“
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.
๐Ÿ“Š
Handle later status changes like payments and cancellations
Trigger automated follow-up actions when invoice, quotation, or credit note statuses are updated in Lexware.
๐Ÿ’ฌ
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
Accounting teams and bookkeepers
Project managers
Project managers
Agency owners and client directors
Agency owners and client directors
Operations coordinators
Operations coordinators
Sales executives
Sales executives
Finance managers
Finance managers
๐Ÿ“ˆ
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.
โšก
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.
๐Ÿค
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.
โš™๏ธ
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.
๐Ÿ’ผ
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.
๐Ÿ—‚๏ธ
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.
Our team

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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
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
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?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Lexware to Plutio?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Lexware, Plutio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Plutio?
Frequently Asked Questions
How does Lexware handle invoice data during synchronization?
Frequently Asked Questions
How does Plutio update project tasks when an invoice status changes?
Frequently Asked Questions
Do I need coding skills to set up Lexware and Plutio integrations?
Frequently Asked Questions
Is the Lexware and Plutio integration free?
Frequently Asked Questions
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