Insert or update Intelli Messaging contacts for new customers in Visma eAccounting
Data entry is imperative to execute your marketing strategies - make it easier by automating it. When a new customer is created in Visma eAccounting, it is easily transferred to the contact list in Intelli Messaging using this easy integration. This contact can be added to your contact list on Intelli Messaging and can be used to create SMS Campaigns, send Bulk SMS or create a scheduled SMS campaign.
- When this happens...New CustomerTriggers when a new customer is registered.
- automatically do this!Insert or Update a Contact RecordThis action Creates or Updates a Contact Record. This can be used to transfer contacts from your favourite Application to Intelli Messaging. You can use this action to schedule SMS for such as Anniversary or Birthdays. The key for the contact record is the IntegrationId which is mapped to Others systems ContactId. If a record exists it is updated - if not it is created
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More things you can do with Visma eAccounting and Intelli Messaging
Discover other triggers and actions you can use with Visma eAccounting and Intelli Messaging
- New Article
Triggers when a new article is registered.
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerPolling - New Supplier
Triggers when a new supplier is registered.
Try ItTriggerPolling - New Purchase Invoice Draft
Triggers when a new purchase invoice draft is created.
Try ItTriggerPolling
- New Customer
Triggers when a new customer is registered.
Try ItTriggerPolling - New Order
Triggers when a new order is placed.
Try ItTriggerPolling - New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerPolling - NumberRequired
- NameRequired
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
ActionWrite



