Lexware Invoice Reminder Automation for KlickTipp (via Google drive)
Make.com10 modulesv1.0Google Drive
This automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Google Drive with a fitting share link to trigger automated reminder campaigns. When a new invoice is created in Lexware Office, the scenario retrieves the full invoice details and checks whether the invoice status is open. It then fetches the related customer contact and uploads the invoice to Google to create a share link for the invoice recipient. Then it searches for the contact in KlickTipp
About this workflow
This automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Google Drive with a fitting share link to trigger automated reminder campaigns.
When a new invoice is created in Lexware Office, the scenario retrieves the full invoice details and checks whether the invoice status is open. It then fetches the related customer contact and uploads the invoice to Google to create a share link for the invoice recipient. Then it searches for the contact in KlickTipp using the business email address. If the contact already exists, the record is updated. If the contact does not exist, it is automatically created and subscribed via the selected opt-in process.
Free