Cling + Visma eAccounting

Cling + Visma eAccounting integrations

Create sales invoices in Visma eAccounting for newly-accepted documents in Cling

Tired of entering data twice? This Zapier integration does the heavy lifting for you. By connecting Visma eAccounting with Cling, this Zap will automatically create an invoice as a draft in Visma as soon as a document is accepted in Cling.

When this happens...
Document AcceptedTriggers when a document changes status to accepted.
TriggerInstant
automatically do this...
Create CustomerTriggers when a new customer is registered.
ActionWrite
then do this...
Create ArticleTriggers when a new article is registered.
ActionWrite
then do this!
Create Sales Invoice DraftCreates a customer invoice draft (With Line Item Support).
ActionWrite

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More things you can do with Cling and Visma eAccounting

Discover other triggers and actions you can use with Cling and Visma eAccounting

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document name
  Required
- Template ID
  Required
- Client ID
  Required
Action
Write

New Article
Triggers when a new article is registered.
Trigger
Polling
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
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New Supplier
Triggers when a new supplier is registered.
Trigger
Polling
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New Purchase Invoice Draft
Triggers when a new purchase invoice draft is created.
Trigger
Polling
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- Content Type
  Required
- File Name
  Required
- Url
  Required
Action
Write
- Customer
  Required
- Invoice Date
  Required
- Is Credit Note
  Required
- Delivery Date
- Your Reference
- Our Reference
- Buyers Order Reference
- Delivery Method Name
- Delivery Term Name
- Article
  Required
- Article Name
- Quantity
- Unit Price
- Discount Percentage
- Reversed Construction Services Vat Free
Action
Write
- Number
- Name
  Required
- Address 1
- Address 2
- City
- Postal Code
- Country
- Currency Code
- Email
- Mobile Phone
- Terms Of Payment
- Bankgiro Number
- Plusgiro Number
Action
Write
- Name
- Number
Action
Search
- Name
- Number
Action
Search
- Invoice customer name
- Number
Action
Search
- Name
  Required
- Number
  Required
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
Action
Search or write

Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
- Client name
  Required
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document ID
  Required
Action
Write
New Customer
Triggers when a new customer is registered.
Trigger
Polling
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New Order
Triggers when a new order is placed.
Trigger
Polling
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New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
- Number
  Required
- Name
  Required
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
Action
Write
- Name
  Required
- Customer Number
- Type Of Customer
  Required
- City
  Required
- Postal Code
  Required
- Country
- Address
- Mobile Phone
- Email
- Currency
- Terms Of Payment
- Contact Person Name
- Contact Person Email
- Contact Person Mobile Number
- Contact Person Phone Number
- Delivery Customer Name
- Delivery Address 1
- Delivery Address 2
- Delivery City
- Delivery Country Code
- Delivery Postal Code
Action
Write
- Customer
  Required
- Order Date
  Required
- Currency Code
  Required
- Delivery Date
- Your Reference
- Our Reference
- Article
  Required
- Quantity
- Unit Price
- Discount Percentage
- Eligible For Reverse Charge On Vat
Action
Write
- Supplier
  Required
- Invoice Date
- Due Date
- Invoice Number
- Total Amount
- Vat
- Is Credit Note
  Required
- Ledger Account Number
  Required
- Amount
  Required
Action
Write
- Name
- Number
Action
Search
- Invoice customer name
- Invoice number
Action
Search
- Name
- Number
Action
Search
- Name
  Required
- Number
- Customer Number
- Type Of Customer
  Required
- City
  Required
- Postal Code
  Required
- Country
- Address
- Mobile Phone
- Email
- Currency
- Terms Of Payment
- Contact Person Name
- Contact Person Email
- Contact Person Mobile Number
- Contact Person Phone Number
- Delivery Customer Name
- Delivery Address 1
- Delivery Address 2
- Delivery City
- Delivery Country Code
- Delivery Postal Code
Action
Search or write

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

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Related categories

Proposal & Invoice Management

About Visma eAccounting

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

Learn moreLearn moreHelpHelp

Related categories

Accounting