An automated workflow using integromat
Connects Google Drive + lexoffice
Save new files from Google Drive to a lexoffice
About this workflow template
This automation scenario allows you to connect Google Drive and lexoffice
It can be build using Integromat, a no-code workflow automation tool. Integromat 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
Google Drive and lexoffice can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Google Drive
Watch Files in a Folder in Google Drive
Triggers when a file is created or modified in a selected folder.
Then these actions happen in lexoffice and lexoffice
Download a File in Google Drive
Downloads a file.
Upload a Document in lexoffice
Uploads a document for bookkeeping purposes.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save new files from Google Drive to a lexoffice.
Part I
Configure Applications
First, we need to connect Google Drive and lexoffice to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Google Drive to Make.com.
Give Make.com access to your Google Drive account, using Google Drive credentials.
Connect lexoffice to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for Google Drive
Choose the following trigger: Watch Files in a Folder (Triggers when a file is created or modified in a selected folder.).
Then set up an Action for Google Drive
Choose this action: Download a File (Downloads a file.).
Then set up another Action for lexoffice
Choose this action: Upload a Document (Uploads a document for bookkeeping purposes.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Drive 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 Save new files from Google Drive to a lexoffice!
Related Automation Templates
Supported triggers and actions
New file in folder (legacy)
Triggers when a new file is created within a specific folder (but not its subfolders). Please note for files moved to a folder, this trigger may not work as expected, use the newer version for that use case.
triggerbyzapierNew file
Triggers when any new file is added (inside of any folder).
triggerbyzapierautomateiopabbly-connectNew file in folder
Triggers when there is a new file in a specific folder
triggerbyautomateiozapierWatch files in a folder
Triggers when a file is created or modified in a selected folder.
triggerbyintegromatUpdated file
Triggers when a file is updated in a specific folder (but not its subfolders).
triggerbyzapierautomateiopabbly-connectNew file in your folder
This trigger fires every time a new file is added to the Google Drive folder you specify. Note: Does not work for Google Docs, Forms, or Sheets files.
triggerbyifttt
Upload document for bookkeeping purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
actionbyzapierCreate a contact
Creates a new contact.
actionbyintegromatintegratelyGet an invoice
Gets a specified invoice.
actionbyintegromatpabbly-connectUpload a document
Uploads a document for bookkeeping purposes.
actionbyintegromatDownload a document
Downloads a document.
actionbyintegromatGet a contact
Gets a specified contact.
actionbyintegromat
Apps you need
Google Drive is a versatile cloud-based platform that lets you store your files, photos, videos, and more safely. You can access them from anywhere and share with others, making collaboration a breeze.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
