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.

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

lexoffice API Setup

Configuration in the Famulor Interface

Tool Details
Request Body Template

Field	Value
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 Method	`POST`
Timeout (ms)	`5000`
Endpoint*	`https://api.lexoffice.io/v1/invoices`

{
  "voucherDate": "{invoice_date}",
  "address": {
    "contactId": "{contact_id}"
  },
  "lineItems": [
    {
      "type": "custom",
      "name": "{item_name}",
      "quantity": "{quantity}",
      "unitName": "{unit}",
      "unitPrice": {
        "currency": "EUR",
        "netAmount": "{net_amount}",
        "taxRatePercentage": "{tax_rate}"
      }
    }
  ],
  "totalPrice": {
    "currency": "EUR"
  },
  "taxConditions": {
    "taxType": "{tax_type}"
  },
  "paymentConditions": {
    "paymentTermLabel": "30 Tage netto",
    "paymentTermDuration": 30
  }
}

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"]
}

Practical Scenarios

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

Related pages: Introduction and Building Flows, and Debugging Runs.

Need a whole toolset instead of building HTTP actions one by one? Connect an external MCP server — tools are discovered automatically. See MCP Servers.

Mid-Call Tools

Mid-Call Tool Integrations

lexoffice Integration

lexoffice Integration Template

Overview & Features

Instant Invoice Creation

Accounting Automation

lexoffice API Setup

Configuration in the Famulor Interface

Parameter Schema

Practical Scenarios

​lexoffice Integration Template

​Overview & Features

Instant Invoice Creation

Accounting Automation

​lexoffice API Setup

​Configuration in the Famulor Interface

​Parameter Schema

​Practical Scenarios

lexoffice Integration Template

Overview & Features

lexoffice API Setup

Configuration in the Famulor Interface

Parameter Schema

Practical Scenarios