How to connect Active Collab + Visma eAccounting
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- New CommentTriggers when a comment is added to an object in Active Collab.Trigger
- New ProjectTriggers when new project is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task ClosedTriggers when a task is closed in Active Collab.Trigger
- New Task ListTriggers when a new task list is created in a project in Active Collab.Trigger
- Task MovedTriggers when a task is moved to another task list.Trigger
- Time TrackedUser has tracked time on project or task.Trigger
- Add Comment to TaskCreates a new comment in selected task.Action
- Active Collab
Creates a new company.
Scheduled
Action
- Active Collab
Completes a project.
Scheduled
Action
- Active Collab
Completes a task.
Scheduled
Action
- Active Collab
Creates a new project.
Scheduled
Action
- Active Collab
Creates a task.
Scheduled
Action
- Active Collab
Creates a new discussion in a project.
Scheduled
Action
- Active Collab
Adds a new comment to discussion.
Scheduled
Action
- Active Collab
Invites a new user to a project.
Scheduled
Action
- Visma eAccounting
Triggers when a new article is registered.
Scheduled
Trigger
- Visma eAccounting
Triggers when a new customer is registered.
Scheduled
Trigger
- Visma eAccounting
Triggers when a new sales invoice is created.
Scheduled
Trigger
- Visma eAccounting
Triggers when a new order is placed.
Scheduled
Trigger
- Visma eAccounting
Triggers when a new supplier is registered.
Scheduled
Trigger
- Visma eAccounting
Triggers when a new purchase invoice is created.
Scheduled
Trigger
- Visma eAccounting
Triggers when a new purchase invoice draft is created.
Scheduled
Trigger
- Visma eAccounting
Creates an article.
Scheduled
Action
- Visma eAccounting
Upload an image to source document images from a public url.
Scheduled
Action
- Visma eAccounting
Creates a customer.
Scheduled
Action
- Visma eAccounting
Creates a customer invoice draft (With Line Item Support).
Scheduled
Action
- Visma eAccounting
Creates an order draft (With Line Item Support).
Scheduled
Action
- Visma eAccounting
Creates a supplier.
Scheduled
Action
- Visma eAccounting
Creates a purchase invoice draft (With Line Item Support).
Scheduled
Action
- Visma eAccounting
Finds an article by name or number or creates one.
Scheduled
Action
- Visma eAccounting
Finds an article by name or number (With Line Item Support).
Scheduled
Action
- Visma eAccounting
Finds a customer by name or number or creates one.
Scheduled
Action
- Visma eAccounting
Finds a sales invoice by invoice number or invoice customer name.
Scheduled
Action
- Visma eAccounting
Finds a order by number or invoice customer name.
Scheduled
Action
- Visma eAccounting
Finds a supplier by name or number.
Scheduled
Action
- Visma eAccounting
Find or Create an Article
Scheduled
Action
- Visma eAccounting
Find or Create a Customer
Scheduled
Action
How Active Collab + Visma eAccounting Integrations Work
- Step 1: Authenticate Active Collab and Visma eAccounting.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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