CRMdata + Visma eAccounting

CRMdata + Visma eAccounting integrations

Create sales invoice drafts in Visma eAccounting for new CRMdata orders

Tired of spending time downloading your orders just to upload them to Visma eAccounting for invoicing? This Zapier template lets you automate that process so that you don't have to manually make the two systems collaborate.

When this happens...
New OrderTriggers when a new order is created.
TriggerPolling
automatically do this!
Create Sales Invoice DraftCreates a customer invoice draft (With Line Item Support).
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with CRMdata and Visma eAccounting

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

New Article
Triggers when a new article is created.
Trigger
Polling
Try It
New Company
Triggers when a new Company is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- User ID
  Required
Trigger
Polling
Try It
- Salesperson ID
  Required
Trigger
Polling
Try It

New Article
Triggers when a new article is registered.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It

New Supplier
Triggers when a new supplier is registered.
Trigger
Polling
Try It
New Purchase Invoice Draft
Triggers when a new purchase invoice draft is created.
Trigger
Polling
Try It
- 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

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- User ID
  Required
Trigger
Polling
Try It
- User ID
  Required
Trigger
Polling
Try It
New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is registered.
Trigger
Polling
Try It
New Order
Triggers when a new order is placed.
Trigger
Polling
Try It
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 CRMdata

CRMdata is an easy to use CRM system pre-loaded with business data, allowing you to easily prospect and keep track of your sales processes.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Visma eAccounting

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

Learn moreLearn moreHelpHelp

Related categories

Accounting