How to connect Google Docs + Visma eAccounting
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- New DocumentTriggers when a new document is added (inside any folder).Trigger
- New Document in FolderTriggers when a new document is added to a specific folder (but not its subfolders).Trigger
- Append Text to DocumentAppends text to an existing document.Action
- Create Document from TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.Action
- Upload DocumentCopy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.Action
- Create Document from TextCreate a new document from text. Also supports limited HTML.Action
- Find a DocumentSearch for a specific document by name.Action
- Find or Create DocumentFinds or creates a specific document.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 Google Docs + Visma eAccounting Integrations Work
- Step 1: Authenticate Google Docs 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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