Lexware + Simpro Integration

Integrate Lexware to Simpro in one click, or tell Integrately AI how you want each invoice handled. Streamline day-to-day operations, create records, alert your team, and trigger follow-ups 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
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
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
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Update lead in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for Lexware + Simpro Integration

Track customer contacts, manage invoices, update job statuses, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Simpro Integration

Create Simpro individual customer for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability 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.

Integration of your new Simpro individual customer 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.
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Simpro + Lexware Integration

Create Lexware contact for new Simpro individual customer

If you're using Simpro to manage your sales leads, it's important to also use Lexware to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new individual customer is created in Simpro, a corresponding contact will automatically be created in Lexware.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 + Simpro flow

Send payment updates, sync financial records, capture leads, and notify your team after your core workflows finish. Pick a combination and activate it in one click.

Lexware
Simpro
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
S
L
S
Create a Lexware invoice for every successful Stripe charge, and update the matching Simpro job.
Stripe charges turn into Lexware invoices automatically while keeping Simpro updated, eliminating manual bookkeeping entries.
S
L
S
When a Stripe subscription is created, create a customer in Lexware and a company customer in Simpro.
New Stripe subscriptions automatically establish records in both Lexware and Simpro without manual copying.
S
L
S
If a Stripe invoice payment fails, update the invoice status in Lexware and alert your team in Simpro.
Failed Stripe payments instantly update Lexware records and notify team members via Simpro activities.

Supported triggers and actions for Lexware and Simpro

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
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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
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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
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Create contact in Lexware
Adds a new contact to the database
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Update contact in Lexware
Updates contact information with new details
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Search contact in Lexware
Finds and retrieves contact information
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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
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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
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Create a credit note in Lexware
Creates a new credit note
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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 →
Simpro
Simpro Triggers & Actions
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
Try it →
Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
Try it →
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it →
Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it →
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it →
Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
Try it →
Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
Try it →
Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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Create individual customer in Simpro
Creates a new individual customer record
Try it →
Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
Try it →
Create company customer in Simpro
Creates a new company customer record
Try it →
Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
Try it →
Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with Lexware + Simpro?

Streamline your accounting and field service workflows by connecting every trigger and action between Lexware and Simpro.

What you can automate?
🔄
Sync Lexware invoices with Simpro jobs automatically
Trigger a Simpro service job the moment a new invoice or quotation is created in Lexware. Eliminate duplicate data entry between your accounting and field management systems.
📝
Capture every submitted field across platforms
Map detailed contact properties, custom item numbers, and specific tax values from Lexware directly into Simpro customer profiles without losing critical data points.
🔔
Alert your team the moment events occur
Send instant notifications to your operations team whenever invoice statuses change or new quotations are generated in Lexware or Simpro.
🔀
Route records based on submitted field criteria
Direct high-value quotes to specialized service teams in Simpro while logging standard accounting vouchers in Lexware based on specific order conditions.
🔄
Keep destination records updated as items change
Automatically update existing customer contacts and job statuses across both Lexware and Simpro whenever modifications happen in either app.
🔍
Search and update instead of creating duplicates
Check for existing contact records by name or number in Lexware before creating new entries in Simpro, keeping your databases clean and organized.
💳
Handle later status changes and payment milestones
Trigger automated workflow updates when credit notes, vouchers, or quotation statuses change in Lexware or Simpro.
Extend your workflow to Slack or Gmail
Connect your Lexware and Simpro core automation to Slack or Gmail to notify stakeholders and send client confirmation emails instantly.
And much more...

Who is Lexware + Simpro integration for?

Accounting and field service teams connect Lexware and Simpro to eliminate manual data entry, keep financial records synchronized, and speed up job fulfillment.

Financial Controllers
Financial Controllers
Service Dispatchers
Service Dispatchers
Client Account Managers
Client Account Managers
Operations Directors
Operations Directors
Field Technicians
Field Technicians
Administrative Leads
Administrative Leads
📈
Financial Controllers
You review financial performance reports across your business systems, but invoice totals and job costs only update when someone manually exports records, so your revenue dashboards are always a few hours behind — this integration means every new invoice lands in your books instantly and your financial data stays current.
Service Dispatchers
You manage active field service schedules and need to dispatch technicians immediately when client orders clear, but manual handoffs between accounting and operations cause frustrating delays — automating both apps means every approved quotation triggers a service job instantly and your field team starts work without waiting.
🤝
Client Account Managers
You answer client inquiries about project billing status and payment confirmations, but finding matching records across separate accounting and job management tools requires endless tab-switching — connecting these apps means your client records update across both platforms simultaneously and you can answer questions with complete confidence.
📊
Operations Directors
You oversee high-volume service workflows where dozens of customer contacts and job bookings arrive daily, but manual data copying creates a constant backlog of unrecorded entries — automating both apps means every new customer and job populates your operational records instantly and your team never falls behind.
🔧
Field Technicians
You depend on office staff to hand over job specifications and billing details before heading to a service site, but missing paperwork leaves you unprepared on arrival — this integration means every job update flows straight from your office management software to your field records and you always have the right details.
🗂️
Administrative Leads
You need a reliable audit history of every quotation, invoice, and customer contact, but manual record-keeping inevitably leaves gaps in your database — automating both apps means every transaction is logged accurately across your entire system and your audit trail remains complete.
Our team

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Why choose Integrately to automate Lexware + Simpro

Build and manage your Lexware + Simpro 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 + Simpro 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
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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 Simpro?
Frequently Asked Questions
You can connect Lexware to Simpro instantly using ready-made workflows on Integrately. With 1-click setup and Integrately AI, you can link your accounting and field service accounts in minutes without writing any code.
Can I automatically create Simpro jobs when a Lexware invoice is issued?
Frequently Asked Questions
Can I connect Lexware, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Simpro?
Frequently Asked Questions
How does Lexware handle contact data in these automations?
Frequently Asked Questions
How does Simpro manage job updates in the integration?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Simpro?
Frequently Asked Questions
Is the Lexware and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Simpro With 1500+ Other Apps

Lexware
Popular Lexware Integrations
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Simpro
Popular Simpro Integrations
Sync Simpro with CRM, scheduling, and project management tools to streamline field service operations.
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