Visma eAccounting and Salesflare

How to connect Visma eAccounting

When new Customer in Visma eAccounting, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Sales Invoice in Visma eAccounting, create opportunity, then find or create contact in Salesflare.
When new Order in Visma eAccounting, create opportunity, then find or create contact in Salesflare.
When new Supplier in Visma eAccounting, find or create account in Salesflare.
When new Purchase Invoice in Visma eAccounting, create opportunity, then find or create contact in Salesflare.
When new Purchase Invoice Draft in Visma eAccounting, create opportunity, then find or create contact in Salesflare.

Visma eAccounting is a financial software for small and medium sized businesses.

Start a workflow when this happens

New Article — Triggers when a new article is registered.
New Customer — Triggers when a new customer is registered.
New Order — Triggers when a new order is placed.
New Purchase Invoice — Triggers when a new purchase invoice is created.
New Purchase Invoice Draft — Triggers when a new purchase invoice draft is created.

Show 2 more triggers

Things Salesflare can make it do

Create Article — Creates an article.
Create Attachment — Upload an image to source document images from a public url.
Create Customer — Creates a customer.
Create Order Draft — Creates an order draft (With Line Item Support).
Create Purchase Invoice Draft — Creates a purchase invoice draft (With Line Item Support).

Show 4 more actions

Create Sales Invoice Draft — Creates a customer invoice draft (With Line Item Support).
Create Supplier — Creates a supplier.
Find or Create Article — Find or Create an Article
Find or Create Customer — Find or Create a Customer

Look up existing records

Find Article — Finds an article by name or number (With Line Item Support).
Find Order — Finds a order by number or invoice customer name.
Find Sales Invoice — Finds a sales invoice by invoice number or invoice customer name.
Find Supplier — Finds a supplier by name or number.
Find or Create Article — Finds an article by name or number or creates one.

Show 1 more searches

Find or Create Customer — Finds a customer by name or number or creates one.

Start a workflow when this happens

Watch Articles — Triggers when an article is created.
Watch Customers — Triggers when a customer is created or modified.
Watch Draft Invoices — Triggers when a draft invoice is created.
Watch Invoices — Triggers when an invoice is created.
Watch Supplier Draft Invoices — Triggers when a supplier draft invoice is created.

Show 1 more triggers

Things Salesflare can make it do

Show 20 more actions

Create a Supplier Draft Invoice — Creates a new supplier draft invoice.
Create a Supplier Invoice — Creates a new supplier invoice.
Create an Article — Creates a new article.
Create an Invoice — Creates a new invoice.
Delete a Customer — Deletes an existing customer.
Delete a Draft Invoice — Deletes an existing draft invoice.
Delete a Supplier Draft Invoice — Deletes an existing supplier draft invoice.
Download an Invoice — Downloads an existing invoice.
Get a Customer — Retrieves an existing customer.
Get a Draft Invoice — Retrieves an existing draft invoice.
Get a Supplier Draft Invoice — Retrieves an existing supplier draft invoice.
Get a Supplier Invoice — Retrieves an existing supplier invoice.
Get an Article — Retrieves an existing article.
Get an Invoice — Retrieves an existing invoice.
Make an API Call — Performs an arbitrary authorized API call.
Send an Invoice — Sends an existing invoice.
Update a Customer — Updates an existing customer.
Update a Draft Invoice — Updates an existing draft invoice.
Update a Supplier Draft Invoice — Updates an existing supplier draft invoice.
Update an Article — Updates an existing article.

Look up existing records

Search Articles — Searches for articles or lists them all.
Search Customers — Searches for customers or lists them all.
Search Draft Invoices — Searches for draft invoices or lists them all.
Search Invoices — Searches for invoices or lists them all.
Search Supplier Draft Invoices — Searches for supplier draft invoices or lists them all.