Google Drive
lexoffice
zapier

An automated workflow using zapier

Connects Google Drive + lexoffice

Upload new documents from Google Drive to lexoffice

About this workflow template

This automation scenario allows you to connect Google Drive 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.

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

Diagram

Upload new documents from Google Drive to lexoffice
Workflow diagram: Google Drive + lexoffice integration

How it works?

When this trigger fires in Google Drive

Google Drive

New File in Folder in Google Drive

Triggers when a new file is added directly to a specific folder (but not its subfolders).

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 Google Drive to lexoffice.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Google Drive to Zapier.

    Connect Google Drive to Zapier.

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

    Set up a Trigger action for Google Drive

    Choose the following trigger: New File in Folder (Triggers when a new file is added directly to a specific folder (but not its subfolders).).

  • 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 Google Drive 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 Google Drive to lexoffice!

Supported triggers and actions

  • Google Drive

    New file in folder

    Triggers when a new file is added directly to a specific folder (but not its subfolders).

    zapierautomateio
    triggerbyzapierautomateio
  • Google Drive

    New file

    Triggers when any new file is added (inside of any folder).

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Google Drive

    Watch files in a folder

    Triggers when a file is created or modified in a selected folder.

    integromat
    triggerbyintegromat
  • Google Drive

    Updated file

    Triggers when a file is updated in a specific folder (but not its subfolders).

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Google Drive

    New 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.

    ifttt
    triggerbyifttt
  • Google Drive

    New folder

    Triggers when a new folder is added directly to a specific folder (but not its subfolders).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • 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

Google Drive

Google Drive

Cloud Storage

A comprehensive cloud storage solution

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.