Lexware + SignRequest Integration
Integrate Lexware to SignRequest in one click, or tell Integrately AI how you want each invoice handled. Create sign requests instantly, track document statuses, update your accounting records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Delivery note is created in Lexware Instant- Contact is created in Lexware Instant
- Contact is changed in Lexware Instant
- Contact is deleted in Lexware Instant
- Invoice is created in Lexware Instant
- Invoice is changed in Lexware Instant
- Invoice is deleted in Lexware Instant
- Quotation is created in Lexware Instant
- Quotation is changed in Lexware Instant
- Quotation status is changed in Lexware Instant
- Quotation is deleted in Lexware Instant
- Order confirmation is created in Lexware Instant
- Voucher is created in Lexware Instant
- Invoice status is changed in Lexware Instant
- Voucher status is changed in Lexware Instant
- Order confirmation status is changed in Lexware Instant
- Credit note is created in Lexware Instant
- Credit note is changed in Lexware Instant
- Credit note status is changed in Lexware Instant
- Credit note is deleted in Lexware Instant
- Voucher is changed in Lexware Instant
- Voucher is deleted in Lexware Instant
- Order confirmation is changed in Lexware Instant
- Order confirmation is deleted in Lexware Instant
Document is signed in SignRequest Instant- Signee viewed the document in SignRequest Instant
- Document is declined in SignRequest Instant
2.
- Create contact in Lexware
- Update contact in Lexware
- Search contact in Lexware
- Create a quotation in Lexware
- Search article by number in Lexware
- Get invoice by ID in Lexware
- Create delivery note in Lexware
- Create confirmation order in Lexware
- Update article in Lexware
- Search contact by name in Lexware
- Create an invoice in Lexware
- Create a voucher in Lexware
- Create a credit note in Lexware
- Search invoice voucher list in Lexware
- Create article in Lexware
- Send sign request from template in SignRequest
- Send SignRequest in SignRequest
Trusted by experts at...
Ready Workflows for Lexware + SignRequest Integration
Send sign requests from new invoices, update contacts, track delivery notes, and alert your team, all in just one click.
Sorry, we don’t 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 + SignRequest flow
Sync signed documents with your CRM, track financials in spreadsheets, and notify your finance team of every completed agreement. Pick a combination and activate it in one click.
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HubSpot (4)
HubSpot (4) +
Google Sheets (3)
Google Sheets (3) +
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Trello (3)
Trello (3) L
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Create a HubSpot contact for every new Lexware invoice, and send a document for signature in SignRequest.
New Lexware invoices automatically generate a HubSpot contact and trigger a SignRequest document, eliminating manual data entry.
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When a document is signed in SignRequest, update the matching deal in HubSpot and create a voucher in Lexware.
Signed agreements in SignRequest automatically update your HubSpot deal and log a new voucher in Lexware.
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If a Lexware invoice is created, search the contact in HubSpot and send a SignRequest.
Verify contact details in HubSpot before sending a SignRequest for any newly created Lexware invoice.
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Use Claude to review Lexware invoice details, update HubSpot, and send a SignRequest.
Claude reviews invoice line items before updating HubSpot and dispatching a SignRequest.
Supported triggers and actions for Lexware and SignRequest
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
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
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
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
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 → What can you automate with Lexware + SignRequest?
Streamline your billing and agreement workflows with ready-made automation templates designed for Lexware and SignRequest.
📄
Dispatch SignRequests from new Lexware invoices
Trigger electronic signature requests automatically whenever an invoice or quotation is created in Lexware, removing manual document preparation.
🔍
Capture all client and billing details
Map customer names, addresses, and line items accurately from Lexware records into your SignRequest documents without manual copy-pasting.
🔔
Alert your team upon document completion
Send instant notifications to your sales or finance channels the moment a client signs a document in SignRequest.
🔀
Route agreements based on invoice value
Send different template sign requests or assign priority follow-ups depending on the total amount submitted in your Lexware invoice.
🔄
Keep accounting records up to date
Automatically update invoice statuses, create vouchers, or log credit notes in Lexware as soon as contract agreements are signed.
👤
Create or update contacts automatically
Search for existing contacts or create new customer records in Lexware and SignRequest to prevent duplicate entries.
📊
Handle quotation and voucher status changes
Track quotation approvals and voucher updates across both platforms to maintain a clear overview of your financial pipeline.
💬
Extend workflows to team communication apps
Connect Slack, Gmail, or Google Sheets to your Lexware and SignRequest pipeline to keep every stakeholder informed in real time.
And much more...
Who is Lexware + SignRequest integration for?
Accounting teams, sales reps, and business owners streamline agreement workflows and eliminate manual billing handoffs between Lexware and SignRequest.
Finance Managers
Sales Representatives
Account Executives
Small Business Owners
Operations Leads
Bookkeepers
📈
Finance Managers
You're reconciling invoice logs and signed agreements by hand every week, but manual data entry leads to missing records and delayed billing updates — connecting these apps means every signed document updates your accounting records instantly.
⚡
Sales Representatives
You need to send agreements immediately after creating quotes in Lexware, but waiting on manual document preparation stalls deal momentum — automating both apps means sign requests go out the moment your quotation is generated.
🤝
Account Executives
You manage client onboarding across billing and contract platforms, but disconnected tools make it hard to track when agreements are finalised — automating both apps means your client statuses stay synchronized across your entire stack.
📋
Small Business Owners
You handle accounting and contract signing yourself, but copying customer details between Lexware and SignRequest eats up valuable hours — automating both apps means client agreements and billing entries happen in one click.
🔄
Operations Leads
You oversee document workflows and billing pipelines, but manual handoffs between systems create bottlenecks and errors — integrating these apps means your team receives instant notifications and completed contracts update automatically.
🗂️
Bookkeepers
You depend on accurate audit trails for every client transaction, but missing signature records leave gaps in your financial history — connecting these apps means every completed agreement correctly updates your vouchers and invoices.
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 + SignRequest
Build and manage your Lexware + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Lexware + SignRequest 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 — 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Lexware + SignRequest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Lexware to SignRequest?
You can connect Lexware to SignRequest in one click using pre-built templates or ask Integrately AI to set up your custom workflow. It connects seamlessly with apps like HubSpot, Google Sheets, and Slack.
Can I automatically send a SignRequest when a Lexware invoice is created?
Can I connect Lexware, SignRequest, and Google Sheets?
What is a good Zapier alternative for Lexware and SignRequest?
How does Lexware handle contact data in sign requests?
Can SignRequest trigger updates back to Lexware?
Do I need coding skills to connect Lexware and SignRequest?
Is the Lexware and SignRequest integration free?
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