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monday.com + Visma eAccounting

monday.com + Visma eAccounting

monday.com + Visma eAccounting integrations

Create new items in monday.com for every new customer in Visma eAccounting

Easily manage your new customers on Visma eAccounting by creating items for them on monday.com with this workflow. Activated each time you secure a new customer in Visma eAccounting, this system creates an item on monday.com, ensuring all clients are tracked in one efficient, central location. Say hello to increased organization and goodbye to time-consuming data transfer between platforms.

When this happens...
New CustomerTriggers when a new customer is registered.
TriggerPolling
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with Visma eAccounting and monday.com

Discover other triggers and actions you can use with Visma eAccounting and monday.com

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
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

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
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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About Visma eAccounting

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

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