LeadConnector + Visma eAccounting

Create new LeadConnector opportunities from new Visma eAccounting sales invoices

Keep your sales process flowing smoothly with this workflow. When a new sales invoice is added in Visma eAccounting, it triggers an opportunity creation or update in LeadConnector. It's an efficient way to keep your revenue tracking up-to-date, eliminating the need for manual data entry and ensuring that every business opportunity is captured. Boost your efficiency and always stay on top of your sales processes.

When this happens...
New Sales Invoice
Triggers when a new sales invoice is created.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

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 TypeRequired
- File NameRequired
- UrlRequired
Action
Write

- CustomerRequired
- Invoice DateRequired
- Is Credit NoteRequired
- Delivery Date
- Your Reference
- Our Reference
- Buyers Order Reference
- Delivery Method Name
- Delivery Term Name
- ArticleRequired
- Article Name
- Quantity
- Unit Price
- Discount Percentage
- Reversed Construction Services Vat Free
Action
Write
- Number
- NameRequired
- 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
- NameRequired
- NumberRequired
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
Action
Search or write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

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
- NumberRequired
- NameRequired
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
Action
Write
- NameRequired
- Customer Number
- Type Of CustomerRequired
- CityRequired
- Postal CodeRequired
- 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
- CustomerRequired
- Order DateRequired
- Currency CodeRequired
- Delivery Date
- Your Reference
- Our Reference
- ArticleRequired
- Quantity
- Unit Price
- Discount Percentage
- Eligible For Reverse Charge On Vat
Action
Write
- SupplierRequired
- Invoice Date
- Due Date
- Invoice Number
- Total Amount
- Vat
- Is Credit NoteRequired
- Ledger Account NumberRequired
- AmountRequired
Action
Write
- Name
- Number
Action
Search
- Invoice customer name
- Invoice number
Action
Search
- Name
- Number
Action
Search
- NameRequired
- Number
- Customer Number
- Type Of CustomerRequired
- CityRequired
- Postal CodeRequired
- 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write