Lexware + WhatsApp Integration

Integrate Lexware to WhatsApp in one click, or tell Integrately AI how you want each invoice handled. Send customer confirmations, notify your team of new contacts, alert accounts on credit notes, and trigger follow-ups 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
  • WhatsApp
    Message is received in WhatsApp 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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for Lexware + WhatsApp Integration

Send messages for new invoices, notify teams when contacts are created, alert staff on quotes, and update records, all in just one click.

Most popular automationmost-popular-automations
Lexware + WhatsApp Integration

Send WhatsApp message for new Lexware contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a WhatsApp message for every new Lexware contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Connect more apps to your Lexware + WhatsApp flow

Teams often need to log accounting data in sheets, sync contacts with CRMs, and alert finance channels on Slack after a WhatsApp message or Lexware event triggers. Pick a combination and activate it in one click.

Lexware
WhatsApp
+
ShopifyShopify (4)
+
PipedrivePipedrive (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
L
S
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Create a Shopify order from every new invoice in Lexware, and send a confirmation in WhatsApp
New Lexware invoices instantly generate a corresponding order in Shopify while sending a customer update through WhatsApp.
W
S
L
When a message is received in WhatsApp, create a customer in Shopify and generate an invoice in Lexware
Customer enquiries arriving via WhatsApp automatically create a Shopify profile and an invoice in Lexware.
L
S
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When an invoice status is changed in Lexware, update the Shopify order and send a template message in WhatsApp
Status updates in Lexware modify Shopify orders and trigger templated WhatsApp notifications.
S
C
L
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Use ChatGPT to analyse every new Shopify order, create an invoice in Lexware, and send a WhatsApp update
ChatGPT reviews incoming Shopify orders before generating a Lexware invoice and a WhatsApp notification.

Supported triggers and actions for Lexware and WhatsApp

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
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Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
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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
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Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it →
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
Try it →
Create a credit note in Lexware
Creates a new credit note
Try it →
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 →
WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it →
Send message (using template) in WhatsApp
Sends a message using a template
Try it →
Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with Lexware + WhatsApp?

Streamline your financial workflows by connecting Lexware events directly to automated WhatsApp messaging and record management.

What you can automate?
🧾
Send instant WhatsApp messages from new Lexware invoices
Automatically dispatch a WhatsApp message whenever a new invoice or quotation is created in Lexware. Keep your clients informed immediately without manual copying.
📋
Capture every contact and company field automatically
Transfer complete contact details and address information from Lexware into your messaging and downstream records. Ensure no customer details are ever lost.
🔔
Alert your team instantly when documents are issued
Trigger immediate notifications to internal staff whenever a new order confirmation, delivery note, or invoice is generated in Lexware.
🔀
Send different messages based on invoice status changes
Evaluate whether an invoice status is paid or pending, and automatically route the appropriate follow-up message or template via WhatsApp.
🔄
Keep your records updated whenever documents change
Automatically modify existing contacts, invoices, or quotations in Lexware whenever related details or statuses are updated in your workflow.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Lexware before creating a new entry, updating current records to keep your database clean and organized.
💳
Automate follow-ups for cancelled or credited documents
Trigger specific communication sequences whenever credit notes or voucher statuses are modified, keeping your financial pipeline transparent.
📊
Extend your financial workflow with Google Sheets
Connect Lexware and WhatsApp with Google Sheets to log every transaction and communication log in a centralized spreadsheet automatically.
And much more...

Who is Lexware + WhatsApp integration for?

Accounting teams, small business owners, and customer support leads benefit by automating communication and financial record-keeping between Lexware and WhatsApp.

Accountants and bookkeepers
Accountants and bookkeepers
Customer support managers
Customer support managers
Freelance service providers
Freelance service providers
E-commerce business owners
E-commerce business owners
Sales representatives
Sales representatives
Operations directors
Operations directors
📈
Accountants and bookkeepers
You're compiling financial reports manually but your ledger only updates when someone exports Lexware data, so your monthly closing numbers are always delayed — automating both apps means every transaction lands in your records instantly and your reports stay accurate.
⚡
Customer support managers
You need to respond to client billing enquiries fast, and you find out about invoice updates too late — with this integration, every status change triggers an instant notification so your team can act immediately.
🤝
Freelance service providers
You answer to clients who want immediate confirmation on quotes and orders, but manual messaging causes bottlenecks — connecting these apps means every quotation update automatically reaches your clients on WhatsApp.
📦
E-commerce business owners
The order and invoice volume is too high for anyone to keep up by hand, leading to missed customer updates — automating both apps means every document triggers instant customer messaging without manual effort.
💼
Sales representatives
You own customer follow-ups and depend on finance to hand over client details from Lexware, but communication delays stall your deals — this integration means contact creations instantly sync with your messaging pipeline.
📊
Operations directors
You need a reliable history of all client communications and financial entries, but manual logging leaves gaps in your database — automating both apps means every record is captured accurately without missing steps.
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Why choose Integrately to automate Lexware + WhatsApp

Build and manage your Lexware + WhatsApp 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 + WhatsApp 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.
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How Integrately Works?

1
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Lexware to WhatsApp?
Frequently Asked Questions
You can connect Lexware to WhatsApp in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Shopify, Pipedrive, Slack, and other apps.
Can I automatically send WhatsApp messages when a Lexware invoice is created?
Frequently Asked Questions
Can I connect Lexware, WhatsApp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and WhatsApp?
Frequently Asked Questions
How do contact updates in Lexware sync with WhatsApp?
Frequently Asked Questions
Can WhatsApp trigger actions in Lexware?
Frequently Asked Questions
Do I need coding skills to automate Lexware and WhatsApp?
Frequently Asked Questions
Is the Lexware and WhatsApp integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or WhatsApp With 1500+ Other Apps

Lexware
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WhatsApp
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