Lexware + Todoist Integration

Integrate Lexware to Todoist in one click, or tell Integrately AI how you want each invoice handled. Track follow-ups, update your tasks, alert your team, and manage your billing workflow 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
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist 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
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready WorkflowsReady Workflows ย  for Lexware + Todoist Integration

Track new invoices, organise tasks, keep projects updated, alert your team, and manage follow-ups, 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 + Todoist flow

Streamline your accounting by connecting financial records to CRMs, spreadsheets, and team channels. Pick a combination and activate it in one click.

Lexware
Todoist
+
SlackSlack (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
ShopifyShopify (3)
+
Google SheetsGoogle Sheets (3)
+
HubSpotHubSpot (3)
L
T
S
Create a Todoist task when an invoice is created in Lexware, and notify your finance team on Slack
New Lexware invoices generate a Todoist task instantly while Slack alerts your finance team, eliminating manual tracking and missed payment follow-ups.
L
T
S
Create a Todoist task when a contact is created in Lexware, and post a client alert in Slack
Lexware contacts automatically generate Todoist onboarding tasks and notify your account managers in Slack so client setup starts immediately.
L
T
S
Create a Todoist task when a quotation is created in Lexware, and notify your sales channel in Slack
Lexware quotations generate follow-up tasks in Todoist and notify sales reps in Slack to accelerate deal closing.

Supported triggers and actions for Lexware and Todoist

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
Try it โ†’
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
Try it โ†’
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†’
Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
Try it โ†’
Instant
Task is completed in Todoist
Triggers the automation when any task is completed
Try it โ†’
Instant
Task is updated in Todoist
Triggers the automation when any task is updated
Try it โ†’
Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
Try it โ†’
Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
Try it โ†’
Project is created in Todoist
Triggers the automation when a new project is created
Try it โ†’
Label is created in Todoist
Triggers the automation when a new label is created
Try it โ†’
Instant
Label is updated in Todoist
Triggers the automation when a label is updated
Try it โ†’
Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
Try it โ†’
Section is created in Todoist
Triggers the automation when a section is created
Try it โ†’
Instant
Section is updated in Todoist
Triggers the automation when a section is updated
Try it โ†’
Instant
Comment is added in Todoist
Triggers the automation when a comment is added
Try it โ†’
Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
Try it โ†’
Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
Try it โ†’
Create task in Todoist
Creates a new task
Try it โ†’
Add comment to task in Todoist
Adds a comment to a task
Try it โ†’
Search task by name in Todoist
Searches for a task by name
Try it โ†’
Mark task as completed in Todoist
Marks the task as completed
Try it โ†’
Update task in Todoist
Updates the task with new information or changes
Try it โ†’
Delete task in Todoist
Removes a particular task
Try it โ†’
Create project in Todoist
Creates a new project
Try it โ†’
Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
Try it โ†’
Create label in Todoist
Generates a new label
Try it โ†’
Create section in Todoist
Creates a new section
Try it โ†’
Get project by Id in Todoist
Retrieves project information using the project id
Try it โ†’

What can you automate with Lexware + Todoist?

Connect your accounting workflows with task management to eliminate manual data entry and missed follow-ups.

What you can automate?
๐Ÿงพ
Create Todoist tasks from new Lexware invoices
Automatically generate a task in Todoist the moment an invoice is created in Lexware, ensuring your team starts billing follow-ups instantly without manual copying.
๐Ÿ“‹
Capture every submitted contact detail
Map complete client records from Lexware contact creations straight into Todoist tasks, giving your team all necessary information in one place.
๐Ÿ””
Notify your team as invoices arrive
Trigger instant team notifications whenever financial documents are generated in Lexware so staff members can act without delay.
๐Ÿ”€
Route tasks based on submitted fields
Assign priority levels in Todoist depending on the specific values or tiers submitted within your Lexware invoices and quotations.
๐Ÿ”„
Keep task destinations up to date
Reflect changes made to Lexware contacts or invoices directly within your Todoist project lists to maintain complete data consistency.
๐Ÿ”
Search and update instead of creating duplicates
Look up existing Todoist tasks before adding new ones, preventing redundant entries when multiple updates occur in Lexware.
๐Ÿ’ณ
Handle credit notes and status updates
Manage billing exceptions by triggering follow-up tasks in Todoist whenever credit notes or invoice statuses change in Lexware.
๐Ÿ“ˆ
Extend your workflow to team channels
Connect your core Lexware and Todoist setup with Slack or Google Sheets to broadcast financial milestones and maintain team alignment.
And much more...

Who is Lexware + Todoist integration for?

Streamline financial tracking and task management for freelancers, accountants, and small business owners who need to keep billing and execution aligned.

Financial Controllers
Financial Controllers
Project Managers
Project Managers
Account Managers
Account Managers
Freelancers and Solo Operators
Freelancers and Solo Operators
Operations Teams
Operations Teams
Business Owners
Business Owners
๐Ÿ“ˆ
Financial Controllers
You report on billing performance and review financial metrics, but your task boards are disconnected from Lexware invoices, so the status counts you review are always outdated โ€” automating both apps means every new invoice instantly triggers a tracking task and your workflow stays current.
โšก
Project Managers
You need to act fast when new client agreements are finalized, and you find out too late because invoice notifications remain trapped in accounting software โ€” integrating these apps means every new invoice automatically opens a Todoist task so your team starts execution immediately.
๐Ÿค
Account Managers
You answer to clients who expect prompt onboarding after signing agreements, but manual handoffs cause delays in task creation โ€” connecting these apps means every new contact in Lexware generates a Todoist task instantly and client onboarding proceeds without friction.
๐Ÿ“Š
Freelancers and Solo Operators
The volume of client invoices and project deliverables is too high for anyone to keep up by hand, leading to missed follow-ups and forgotten tasks โ€” with this integration, every new billing document automatically creates a Todoist task to keep your schedule organized.
โš™๏ธ
Operations Teams
You own project execution and depend on sales and accounting to hand over client details before work begins, but manual communication breaks down โ€” automating both apps means every quotation or invoice in Lexware generates structured tasks in Todoist for seamless execution.
๐Ÿ“
Business Owners
You need a reliable history of financial events matched against operational deliverables, but keep finding gaps between your accounting platform and task lists โ€” this integration means every billing event maps directly to an actionable Todoist task.
Our team

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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 + Todoist

Build and manage your Lexware + Todoist 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 + Todoist 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Lexware to Todoist?
Frequently Asked Questions
You can connect Lexware to Todoist in 1-click using ready-made templates on Integrately or by asking Integrately AI to build the workflow for you. Once connected, your Lexware invoices and contacts sync seamlessly with Todoist tasks and 1,500+ other apps.
Can I automatically create Todoist tasks when a new invoice is created in Lexware?
Frequently Asked Questions
Can I connect Lexware, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Todoist?
Frequently Asked Questions
How does Lexware handle contact data in this integration?
Frequently Asked Questions
Can I track quotations and orders from Lexware in Todoist?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Todoist?
Frequently Asked Questions
Is the Lexware and Todoist integration free?
Frequently Asked Questions
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