Connect Breeze and Lexware Office

Both apps 86Breeze 36Lexware Office 50

• Trigger
  New Project

  Triggers when a new project is created in Breeze.

• Trigger
  New Task

  Triggers when a new task is created in the selected Breeze project.

• Trigger
  Project Renamed

  Triggers when a Breeze project is given a new name.

• Trigger
  Tag Added to Task

  Triggers when a tag is added to a task in the selected Breeze project.

• Trigger
  Task Moved

  Triggers when a task is moved to a different list in the selected Breeze project.

• Trigger
  Task Status Updated

  Triggers when a task's status changes in the selected Breeze project.

• Action
  Add comment

  Adds a comment to a task in a Breeze project. Returns the comment that was created.

• Action
  Add list

  Adds a new list to a Breeze project. Returns the list that was created.

• Action
  Add time entry

  Logs a time entry against a task in a Breeze project. Returns the time entry that was created.

• Action
  Add todo

  Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created.

• Action
  Create New Project

  Creates a new project in Breeze. Returns the project that was created.

• Action
  Create New Task

  Creates a new task (card) in a Breeze project. Returns the task that was created.

• Action
  Delete card

  Deletes a task (card) from a Breeze project.

• Action
  Delete comment

  Deletes a comment from a task in a Breeze project.

• Action
  Delete list

  Deletes a list from a Breeze project.

• Action
  Delete project

  Deletes a project from Breeze.

• Action
  Delete time entry

  Deletes a time entry from a task in a Breeze project.

• Action
  Delete todo

  Deletes a checklist item from a task in a Breeze project.

• Action
  Find Project

  Returns the Breeze projects whose name contains the text you supply.

• Action
  Generate time tracking report

  Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.

• Action
  Get card

  Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.

• Action
  Get project

  Returns a single Breeze project, including its budget, members and tracked time.

• Action
  List cards

  Returns the tasks (cards) in a Breeze project, 100 per page.

• Action
  List comments

  Returns the comments on a task in a Breeze project.

• Action
  List lists

  Returns the lists in a Breeze project.

• Action
  List projects

  Returns all active projects in the Breeze account.

• Action
  List time entries

  Returns the time entries logged against a task in a Breeze project.

• Action
  List todos

  Returns the items on a checklist of a task in a Breeze project.

• Action
  List users

  Returns the people on your Breeze team.

• Action
  Move card

  Moves a task to another list, or to another position within its list.

• Action
  Update card

  Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.

• Action
  Update comment

  Changes the text of a comment on a task in a Breeze project. Returns the updated comment.

• Action
  Update list

  Renames a list in a Breeze project. Returns the updated list.

• Action
  Update project

  Updates a Breeze project. Only the values you supply are changed. Returns the updated project.

• Action
  Update time entry

  Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.

• Action
  Update todo

  Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.

• Trigger
  Contact updated (instant)

  Fires when a contact changes in Lexware Office. Event type: contact.changed.

• Trigger
  Invoice status changed (instant)

  Fires when an invoice's status changes in Lexware Office. Event type: invoice.status.changed.

• Trigger
  New article (instant)

  Fires when a new article is created in Lexware Office. Event type: article.created.

• Trigger
  New contact (instant)

  Fires when a new contact is created in Lexware Office. Event type: contact.created.

• Trigger
  New credit note (instant)

  Fires when a new credit note is created in Lexware Office. Event type: credit-note.created.

• Trigger
  New invoice (instant)

  Fires when a new invoice is created in Lexware Office. Event type: invoice.created.

• Trigger
  New order confirmation (instant)

  Fires when a new order confirmation is created in Lexware Office. Event type: order-confirmation.created.

• Trigger
  New quotation (instant)

  Fires when a new quotation is created in Lexware Office. Event type: quotation.created.

• Trigger
  New voucher (instant)

  Fires when a new bookkeeping voucher is created in Lexware Office. Event type: voucher.created.

• Trigger
  Payment changed (instant)

  Fires when the payment status of a sales voucher changes in Lexware Office. Event type: payment.changed.

• Action
  Create a contact

  Creates a contact in Lexware Office as a person or a company, with optional billing address, email, phone and note, and returns the new contact's ID.

• Action
  Create a credit note

  Creates a credit note in Lexware Office for an existing contact or a typed-in address, with your line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a delivery note

  Creates a delivery note in Lexware Office for an existing contact or a typed-in address, with your delivered line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a dunning

  Creates a dunning (payment reminder) in Lexware Office, normally chasing an unpaid invoice. Saves it as a draft unless you choose to finalize it.

• Action
  Create an article

  Creates a product or service article in Lexware Office with its unit, price and tax rate, and returns the new article's ID.

• Action
  Create an invoice

  Creates an invoice in Lexware Office for an existing contact or a typed-in address, with your line items and payment terms. Saves it as a draft unless you choose to finalize it.

• Action
  Create an order confirmation

  Creates an order confirmation in Lexware Office for an existing contact or a typed-in address, with your confirmed line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a quotation

  Creates a quotation in Lexware Office for an existing contact or a typed-in address, with your quoted line items and an expiry date. Saves it as a draft unless you choose to finalize it.

• Action
  Create a voucher

  Books a voucher (an incoming or outgoing document) into Lexware Office with its booking lines, and returns the new voucher's ID.

• Action
  Delete an article

  Deletes an article from Lexware Office by its ID.

• Action
  Download a credit note file

  Returns the PDF file ID and download URL for a finalized credit note in Lexware Office.

• Action
  Download a delivery note file

  Returns the PDF file ID and download URL for a finalized delivery note in Lexware Office.

• Action
  Download a dunning file

  Returns the PDF file ID and download URL for a finalized dunning in Lexware Office.

• Action
  Download a file

  Downloads the actual bytes of a file stored in Lexware Office by its file ID — for example the PDF that "Download an invoice file" reports. Returns the file so a later step can email, upload or attach it.

• Action
  Download an invoice file

  Returns the PDF file ID and download URL for a finalized invoice in Lexware Office.

• Action
  Download an order confirmation file

  Returns the PDF file ID and download URL for a finalized order confirmation in Lexware Office.

• Action
  Download a quotation file

  Returns the PDF file ID and download URL for a finalized quotation in Lexware Office.

• Action
  Find articles

  Searches the Lexware Office article list by article number, barcode or type, and returns the matching articles a page at a time.

• Action
  Find contacts

  Searches Lexware Office contacts by email, name, number or role, and returns the matching contacts a page at a time.

• Action
  Find voucher list

  Lists Lexware Office documents (invoices, credit notes, quotations and the rest) filtered by type, status, contact and date, a page at a time.

• Action
  Find vouchers

  Finds booked vouchers in Lexware Office by their document number and returns the full voucher records.

• Action
  Get a contact

  Returns one Lexware Office contact by its ID, with its roles, person or company details, addresses, emails and phone numbers.

• Action
  Get a credit note

  Returns one Lexware Office credit note by its ID, with its recipient, line items, totals and status.

• Action
  Get a delivery note

  Returns one Lexware Office delivery note by its ID, with its recipient, delivered lines and delivery date.

• Action
  Get a dunning

  Returns a single dunning (payment reminder) by its ID, including its addressee, line items, totals and PDF file reference.

• Action
  Get an article

  Returns a single article (product or service) by its ID, including its name, article number, unit and pricing.

• Action
  Get an invoice

  Returns a single invoice by its ID, including its addressee, line items, totals, payment terms and PDF file reference.

• Action
  Get an order confirmation

  Returns a single order confirmation by its ID, including its addressee, line items, totals and PDF file reference.

• Action
  Get a quotation

  Returns a single quotation by its ID, including its addressee, line items, totals, expiry date and PDF file reference.

• Action
  Get a voucher

  Returns a single bookkeeping voucher by its ID, including its type, contact, amounts, line items and attached files.

• Action
  Get payment information

  Returns the payment status of a voucher, such as an invoice: how much is still open, when it was paid, and the individual payments booked against it.

• Action
  Pursue to a credit note

  Creates a credit note that follows on from an existing invoice, linking the two in Lexware Office. Copies the invoice's recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to a delivery note

  Creates a delivery note that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to a dunning

  Creates a dunning (payment reminder) that follows on from an unpaid invoice, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to an invoice

  Creates an invoice that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to an order confirmation

  Creates an order confirmation that follows on from an existing quotation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Update a contact

  Updates an existing contact in Lexware Office. Reads the contact first and changes only the details you fill in, leaving everything else as it was.

• Action
  Update an article

  Updates an existing article in Lexware Office. Reads the article first and changes only the details you fill in, leaving everything else as it was.

• Action
  Update a voucher

  Updates an existing bookkeeping voucher in Lexware Office. Reads the voucher first and changes only the details you fill in, leaving everything else as it was.

• Action
  Upload Document for Bookkeeping Purposes

  Uploads a receipt or other document to Lexware Office for bookkeeping and returns its file ID, which you can attach to a voucher.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.