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Set up your first integration
Quickly connect Microsoft Outlook to Lexware Office with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook with Lexware Office - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Upload Document for Bookkeeping Purposes" in Lexware Office.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Lexware Office, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
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Practical ways you can use Microsoft Outlook and Lexware Office
Add important calendar events to Lexware Office
Business owners can automate the process of linking their appointments or meetings with financial documents. Whenever a calendar event is updated in Microsoft Outlook indicating key details, Zapier ensures relevant documents linked to bookkeeping or accounting can be uploaded directly into Lexware Office. This automation saves time and ensures seamless tracking of financial references related to important business events.
Business OwnerLink onboarding events to accounting
Zapier bridges the gap between HR onboarding schedules and accounting needs. When a new event is created in the HR calendar in Microsoft Outlook, such as a new hire's onboarding date, Zapier uploads relevant financial documents, like training costs or reimbursements, into Lexware Office. This ensures accounting is aligned with HR activities in real-time.
HR & Recruiting Ops
Upload meeting documents for IT budgeting.
IT teams often deal with processing and uploading vendor invoices or project budgeting documents. When a new flagged email with financial details arrives in the Microsoft Outlook inbox, Zapier triggers the upload of those documents into Lexware Office for bookkeeping purposes, eliminating manual handling and ensuring accurate records for IT-related transactions.
ITLearn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Microsoft Outlook + Lexware Office integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Lexware Office
How can I integrate Microsoft Outlook with Lexware Office using your platform?
To create an integration between Microsoft Outlook and Lexware Office, you'll need to set up specific triggers and actions. Our platform allows you to choose from a variety of triggers in Outlook, such as receiving a new email or adding a new calendar event, and link them with actions in Lexware Office, such as creating a new invoice or updating customer data. This can be done through our intuitive interface where you set the desired workflow once both apps are connected.
What are some common triggers for Microsoft Outlook when integrating with Lexware Office?
Common triggers for Outlook in an integration scenario include receiving a new email, flagging an email, or scheduling a new meeting. These events can prompt automatic actions in Lexware Office, like updating client records or creating a task on your to-do list.
Which actions can be performed in Lexware Office when integrated with Microsoft Outlook?
When integrated with Microsoft Outlook, Lexware Office can perform several automated actions based on specific triggers from Outlook. These include creating invoices, updating customer records, adding expenses or tasks, and managing product inventories. The key is pairing the right trigger from Outlook to initiate these tasks seamlessly.
Is it possible to trigger an action in Lexware when I receive an email from a specific contact in Outlook?
Yes, our platform allows you to set up conditional workflows where receiving an email from specified contacts in Outlook can trigger various actions within Lexware Office. This could be logging the communication for record-keeping or initiating follow-up tasks directly.
Do I need technical skills to integrate Microsoft Outlook with Lexware Office on your platform?
Not at all! We've designed our integration process to be user-friendly and code-free. You simply select your desired applications (Outlook and Lexware), choose the required triggers and corresponding actions, and let our system handle the rest without any technical expertise needed.
Can the integration between Microsoft Outlook and Lexware Office handle bi-directional data flows?
Yes, our integration supports bi-directional data flows between Microsoft Outlook and Lexware Office. This means that not only can actionable data from emails impact your operations in Lexware; changes or updates made within Lexware can also reflect back into your calendar or contact lists as needed.
What are some real-world examples of workstreams automated by integrating Microsoft Outlook with Lexware?
A common example includes automatically entering billable hours into invoices in Lexware once meetings scheduled via Outlook conclude. Another is updating financial records whenever payment confirmations arrive via email. Such automations streamline efficiency by reducing manual data entry tasks.
