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.
Categories
Dropbox and lexoffice can also be integrated using automation tools other than zapier:
When this trigger fires 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
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
This guide contains information on how to set up an automatic workflow that allows to Upload new documents from Dropbox to lexoffice.
Part I
First, we need to connect Dropbox and lexoffice to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Dropbox to Zapier.
Give Zapier access to your Dropbox account, using Dropbox credentials.
Connect lexoffice to Zapier.
Give Zapier access to your lexoffice account, using lexoffice credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Upload Document for Bookkeeping Purposes (Uploads document for bookkeeping purposes (PDF/JPG/PNG).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Dropbox and lexoffice.
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!
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.
This Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.
New or modified file or folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Triggers when a file is added in a folder being watched. This module retrieves number of files/folders till 4000.
Triggers when a new file is added to a specific folder.
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
Creates a new contact.
Gets a specified invoice.
Uploads a document for bookkeeping purposes.
Downloads a document.
Gets a specified contact.
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