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lexoffice Integration Template

Integrate lexoffice invoicing into your Mid-call Actions and enable your AI assistant to automatically create invoices, convert quotes, and streamline accounting processes during customer conversations.

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Overview & Features

Instant Invoice Creation

  • Automatic invoice generation during sales calls
  • Contact integration from lexoffice master data
  • Tax calculation according to German law
  • PDF generation and email dispatch

Accounting Automation

  • Integration with tax advisor workflows
  • GoBD-compliant document archiving
  • Automated VAT advance return preparation
  • Liquidity and reporting integration

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lexoffice API Setup

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Configuration in the Famulor Interface

FieldValue
Name*lexoffice Rechnung erstellen
Description”Automatically creates a new invoice in lexoffice based on conversation content”
Function Name*create_lexoffice_invoice
Function Description*“Creates a new invoice in lexoffice. Use this when a customer is ready to purchase or you want to convert a quote into an invoice.”
HTTP MethodPOST
Timeout (ms)5000
Endpoint*https://api.lexoffice.io/v1/invoices

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Parameter Schema

{
  "type": "object",
  "properties": {
    "invoice_date": {
      "type": "string",
      "format": "date",
      "description": "Invoice date (YYYY-MM-DD)"
    },
    "contact_id": {
      "type": "string",
      "description": "lexoffice contact ID of the customer"
    },
    "item_name": {
      "type": "string",
      "description": "Description of the service/product",
      "examples": ["Consulting service", "Software license", "Project setup"]
    },
    "quantity": {
      "type": "number",
      "description": "Quantity/count",
      "minimum": 0.01
    },
    "unit": {
      "type": "string",
      "description": "Unit (e.g., 'pieces', 'hours', 'flat rate')",
      "default": "pieces"
    },
    "net_amount": {
      "type": "number",
      "description": "Net unit price in Euro",
      "minimum": 0.01
    },
    "tax_rate": {
      "type": "integer",
      "enum": [0, 7, 19],
      "description": "Value-added tax rate in percent",
      "default": 19
    },
    "tax_type": {
      "type": "string",
      "enum": ["net", "gross"],
      "description": "Tax type (net or gross price specification)",
      "default": "net"
    }
  },
  "required": ["invoice_date", "contact_id", "item_name", "quantity", "net_amount"]
}

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Practical Scenarios

1

Instant Invoice During Sales Call

Sales Context:
  Customer: "That fits perfectly! Can you issue an invoice for me right away?"
  
AI: "Gladly! I am creating the invoice in lexoffice..."

create_lexoffice_invoice:
  invoice_date: "2024-01-15"
  contact_id: "abc123-def456-ghi789"
  item_name: "CRM Integration Premium Package"
  quantity: 1
  net_amount: 4500.00
  tax_rate: 19