Lexware Invoice Reminder Automation for KlickTipp (via Dropbox storage)
This automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Dropbox 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 Dropbox to create a share link for the invoice recipient. Then it searches for the contact in KlickTipp usi
At a glance
Lexware Invoice Reminder Automation for KlickTipp (via Dropbox storage) is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Dropbox. It's free to download. Follow the 5-step import below to go live in minutes.
- Platform
- Make.com
- Connects
- Dropbox
- Modules
- 10
- Price
- Free
- Version
- v1.0
About this workflow
This automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Dropbox 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 Dropbox 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.
The automation stores the invoice voucher URL and the payment due date in dedicated custom fields inside KlickTipp. After that, the tag “Lexware | Open Invoice” is assigned to the contact.
This setup allows you to trigger automated email campaigns in KlickTipp based on financial events. For example, you can start a friendly payment reminder sequence when the Open Invoice tag is added and stop it once the invoice is paid.
The template uses the custom fields “Lexware | Beleg URL” and “Lexware | Zahlungsziel” and requires the tag “Lexware | Open Invoice” to be available in your KlickTipp account.
This solution is ideal for businesses that want to connect accounting processes with automated marketing workflows and eliminate manual tag management.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
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- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with Make.com
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