How to Send Happy Forms Submissions to Lexoffice

Lexoffice is an accounting platform for managing finances. Happy Forms lets you create powerful forms, but sending data to external platforms needs an integration. AFI bridges that gap to Lexoffice.

Why not just use Zapier?

For connecting your forms to accounting, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Happy Forms installed and at least one form.
• A Lexoffice account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Lexoffice to AFI

Lexoffice uses OAuth 2.0 for authentication. In AFI → Settings → Lexoffice, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Happy Forms to Lexoffice.

2. Pick your trigger

Select Happy Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Lexoffice as the destination

Choose Lexoffice from the platform dropdown and pick Add Contact. This creates a contact in Lexoffice.

4. Map fields

Match each Lexoffice field on the left to the corresponding Happy Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Happy Forms form and submit. Check Lexoffice to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name and email to Lexoffice with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Happy Forms to Lexoffice in minutes.