integraid

Connect and automate Lexware

Your no-code integration tool to merge Salesforce with Lexware.

Mit integraid verbindest du die Lexware Office Public API direkt mit Salesforce – ohne Umwege oder doppelte Datenerfassung. Rechnungen, Angebote, Kontakte und Dokumente synchronisieren sich automatisch und zuverlässig.

  • Erstelle, lese und schließe Angebote, Auftragsbestätigungen und Rechnungen via REST-API

  • Importiere und verwalte Kontakte und Rechnungs-PDFs direkt in Salesforce

  • Nutz Webhooks/Subscriptions für Events wie „neue Rechnung“ oder „Kunde angelegt“

  • Sichere Auth via API-Key & standardisierte REST-Schnittstelle – keine Middleware notwendig

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Lexware

Kategorien:

Accounting & ERP

Lexware is a business and accounting software suite for small businesses, freelancers, and SMEs in Germany. It covers core functions like invoicing, bookkeeping, payroll, banking, and reporting — helping companies stay compliant with local tax regulations while keeping daily admin under control. With solutions such as Lexware Office and specialized modules, users can manage income and expenses, create quotes and invoices, handle payroll, and exchange data with tax advisors (e.g., via DATEV and ELSTER) — all in one ecosystem tailored to the German market. And with integraid, you can connect Lexware with Salesforce — without writing any code.

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Use Cases:

  • Sync Customers & Products Between Lexware and Salesforce

    When new customers or products are created or updated in Lexware, integraid can automatically create or update corresponding Accounts, Contacts, and product records in Salesforce — ensuring sales and finance always work with the same master data.

  • Create Lexware Invoices from Salesforce Opportunities

    As soon as an Opportunity is marked as “Closed Won” in Salesforce, integraid can create the matching invoice in Lexware, including customer details and line items. This shortens the path from quote to cash and avoids manual re-entry.

  • Track Invoice & Payment Status in Salesforce

    Sync invoice status and payment information from Lexware back to Salesforce so that sales, customer success, and management see open items, overdue invoices, and paid amounts directly on Accounts and Opportunities.

  • Automate Workflows Between CRM, Accounting & Tax Advisor

    Use integraid to trigger Lexware actions from Salesforce (e.g., create projects, set up recurring invoices) and feed structured data back for tax and reporting purposes. Combined with Lexware’s DATEV/ELSTER interfaces, this builds an end-to-end flow from CRM to bookkeeping to tax advisor.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.