Upload new documents from Google Drive to lexoffice

First, we need to connect Google Drive and lexoffice to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Google Drive to Zapier.

  Give Zapier access to your Google Drive account, using Google Drive credentials.

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  Connect lexoffice to Zapier.

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

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

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  Set up a Trigger action for Google Drive

  Choose the following trigger: 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.).

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  Then set up an Action for lexoffice

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

• Then set up another Action for Google Drive

  Choose this action: New File in Folder (Triggers when a new file is created within, moved to, or uploaded directly to a specific folder (but not its subfolders).).

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

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  Customize data flow

  Configure the data that is exchanged between Google Drive and lexoffice.

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  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 Google Drive to lexoffice!