Dropbox
lexoffice
zapier

An automated workflow using zapier

Connects Dropbox + lexoffice

Upload new documents from Dropbox to lexoffice

About this workflow template

This automation scenario allows you to connect Dropbox and lexoffice

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Dropbox and lexoffice can also be integrated using automation tools other than zapier:

Diagram

Upload new documents from Dropbox to lexoffice
Workflow diagram: Dropbox + lexoffice integration

How it works?

When this trigger fires in Dropbox

Dropbox

New File in Folder in Dropbox

Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

Then this action happens in lexoffice

lexoffice

Upload Document for Bookkeeping Purposes in lexoffice

Uploads document for bookkeeping purposes (PDF/JPG/PNG).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Upload new documents from Dropbox to lexoffice.

Part I

Configure Applications

First, we need to connect Dropbox and lexoffice to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Dropbox to Zapier.

    Connect Dropbox to Zapier.

    Give Zapier access to your Dropbox account, using Dropbox credentials.

  • Connect lexoffice to Zapier.

    Connect lexoffice to Zapier.

    Give Zapier access to your lexoffice account, using lexoffice credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Dropbox

    Set up a Trigger action for Dropbox

    Choose the following trigger: New File in Folder (Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.).

  • Then set up an Action for lexoffice

    Then set up an Action for lexoffice

    Choose this action: Upload Document for Bookkeeping Purposes (Uploads document for bookkeeping purposes (PDF/JPG/PNG).).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Dropbox and lexoffice.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Upload new documents from Dropbox to lexoffice!

Supported triggers and actions

  • Dropbox

    New file in folder

    Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

    zapierautomateio
    triggerbyzapierautomateio
  • Dropbox

    New file in your folder

    This Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.

    ifttt
    triggerbyifttt
  • Dropbox

    New or modified file or folder

    New or modified file or folder

    pipedream
    triggerbypipedream
  • Dropbox

    New folder

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • Dropbox

    Watch files

    Triggers when a file is added in a folder being watched. This module retrieves number of files/folders till 4000.

    integromat
    triggerbyintegromat
  • Dropbox

    New file

    Triggers when a new file is added to a specific folder.

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • lexoffice

    Upload document for bookkeeping purposes

    Uploads document for bookkeeping purposes (PDF/JPG/PNG).

    zapier
    actionbyzapier
  • lexoffice

    Create a contact

    Creates a new contact.

    integromatintegrately
    actionbyintegromatintegrately
  • lexoffice

    Get an invoice

    Gets a specified invoice.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect
  • lexoffice

    Upload a document

    Uploads a document for bookkeeping purposes.

    integromat
    actionbyintegromat
  • lexoffice

    Download a document

    Downloads a document.

    integromat
    actionbyintegromat
  • lexoffice

    Get a contact

    Gets a specified contact.

    integromat
    actionbyintegromat

Apps you need