Gmail integration with lexoffice
How to Upload documents for bookkeeping purposes from Gmail inbound email attachments [Business Gmail Accounts Only]
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Upload documents for bookkeeping purposes from Gmail inbound email attachments [Business Gmail Accounts Only]" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate lexoffice integrations
lexoffice actions
Nekton can use any feature that is available in lexoffice API.
Using our advanced AI, you can easily create custom automations for lexoffice.
Here are some typical actions you can do in your automated workflows.
Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
About lexoffice
lexoffice is a cloud app for german accounting. Writing offers or invoices, paying your bills or preparing your tax return is easier than ever with lexoffice.