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Transfer Lexware invoice status changes to update KlickTipp segments

Make.com7 modulesv1.0

lexofficeutilbuiltinklicktipp

This automation connects Lexware Office with KlickTipp to synchronize invoice payment status changes and keep contact tags up to date. When the payment status of an invoice changes in Lexware Office, the scenario retrieves the full invoice details and identifies the related customer contact. It checks whether a business email address is available and then updates the corresponding contact in KlickTipp. If the invoice status is marked as paid, the contact is tagged with “Lexware | Paid Invoice”

At a glance

Transfer Lexware invoice status changes to update KlickTipp segments is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects lexoffice, util, builtin, klicktipp. It's free to download. Follow the 5-step import below to go live in minutes.

Platform: Make.com
Connects: lexoffice, util, builtin, klicktipp
Modules: 7
Price: Free
Version: v1.0

Transfer Lexware invoice status changes to update KlickTipp segments workflow diagram

About this workflow

This automation connects Lexware Office with KlickTipp to synchronize invoice payment status changes and keep contact tags up to date.

When the payment status of an invoice changes in Lexware Office, the scenario retrieves the full invoice details and identifies the related customer contact. It checks whether a business email address is available and then updates the corresponding contact in KlickTipp.

If the invoice status is marked as paid, the contact is tagged with “Lexware | Paid Invoice”. If the invoice remains open, the contact is tagged with “Lexware | Open Invoice”. This ensures that your marketing automation always reflects the current financial status of the customer.

By automatically updating tags based on real payment events, you can stop reminder campaigns immediately after payment is received and trigger follow up sequences such as thank you emails or onboarding workflows.

This template requires the tags “Lexware | Paid Invoice” and “Lexware | Open Invoice” to exist in your KlickTipp account. It is ideal for businesses that want to align accounting processes with automated email communication and eliminate manual tag management errors.

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

Step 1: Connect your apps

Log in to your Make.com account and open the Connections tab. Click “Add connection” and select lexoffice from the app list. Enter your lexoffice credentials to authorise the connection...

Step 2: Import the blueprint JSON

Download the blueprint JSON file from your purchase page. In Make.com, go to Scenarios → Import Blueprint and upload the file. All modules and connections will be pre-configured...

Setup guide included

Purchase to unlock the full step-by-step guide

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