Connect Pipedrive with Lexware Office.
Deal won in Pipedrive, invoice ready in Lexware Office. No retyping, no forgotten line items, and you approve before anything is sent.
Two programs that don’t talk to each other
Sales works in Pipedrive, accounting in Lexware Office. In between, things get retyped: company name, address, line items, prices. That costs time on every invoice, and small mistakes often only surface when the customer asks. Sometimes a won deal sits for days without an invoice.
As soon as a deal in Pipedrive is marked “won”, the workflow starts automatically.
n8n fetches the organisation, contact person, billing address and all products on the deal with quantity, price and discount.
Lexware Office is searched for the customer. If they exist, they are used; otherwise they are created.
A draft invoice is created with the correct tax rates. You check it and approve it.
The invoice number and link are added as a note on the deal, so sales can see right away that it has been billed.
What gets transferred
These details move automatically from Pipedrive to Lexware Office. Custom fields such as project numbers or cost centres can be included.
| Pipedrive | Lexware Office |
|---|---|
| Organisation | Contact (company) |
| Person | Contact person |
| Organisation address | Billing address |
| Products on the deal | Invoice line items |
| Quantity, price, discount | Quantity, unit price, discount |
| Tax rate on the product | Tax rate of the line item |
| Deal title | Subject or reference |
| Pipedrive | Lexware Office |
|---|---|
| Note on the deal | Invoice number and link |
| “Paid” field on the deal | Payment status, optional |
What matters
An integration is only finished when the special cases work too. These are the typical pitfalls, and this is how we solve them.
- Duplicate customersBefore creating a customer, the workflow searches by company name and customer number, so no second contact is created for the same customer.
- Tax ratesAre stored per product in Pipedrive and carried over, not guessed. Including 0% for customers elsewhere in the EU.
- Deposits and partial invoicesIf you wish, a deposit invoice is created instead, with the rest following later.
- Nothing goes out uncheckedThe invoice stays a draft until someone approves it. Sending can be automated later if you like.
FAQ
Isn’t there a ready-made integration?
There are connectors from third parties. They usually cover the standard case, often for a monthly fee. If you have special cases such as deposit invoices, custom fields or approval before sending, your own workflow with n8n is more flexible.
Which Lexware Office plan do I need?
The Lexware Office API is available from the XL plan. It costs nothing extra; you only need an access key, which we set up together.
Is the invoice sent automatically?
Not by default. The invoice is created as a draft in Lexware Office and you approve it. Once everything is running smoothly, sending can be automated.
What if I still call it lexoffice?
Lexware Office is the new name of lexoffice. It is the same program, and the integration works the same way.
What does the integration cost?
After our initial call you receive a quote at a fixed price. What makes up the cost is explained in the guide What does automation cost?.
You can take care of these too
- Pipedrive
- n8n
- Accounting
Invoice as soon as the order is won
Deal won, invoice created, accounting informed.
- Pipedrive
- n8n
- Template
Create a quote straight from the deal
One click in Pipedrive, and the quote is ready as a PDF.
- Schedule
- Accounting
- n8n
Friendly payment reminder, automatically
Open invoices are chased before it gets awkward.
More in Accounting
Connect Pipedrive with sevDesk
Deal won, invoice created in sevDesk, also as an e-invoice.
Outlook or GmailDATEV Unternehmen onlineReceipts from your inbox straight into DATEV
Invoices from Outlook or Gmail land in DATEV on their own.
Email inboxLexware OfficeReceipts from your inbox straight into Lexware Office
Incoming invoices land in Lexware Office on their own.
Pipedrive is a trademark of Pipedrive OÜ and Lexware Office is a trademark of Haufe-Lexware GmbH & Co. KG. Lumen/21 is an independent service provider and has no business relationship with the manufacturers. The time stated is a typical guideline.
