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Pipedrive + Visma eAccounting

Create order drafts in Visma eAccounting when deal stages are updated in Pipedrive

Effortlessly manage your sales and accounting processes in one smooth workflow with this Pipedrive and Visma eAccounting integration. When a deal stage is updated in Pipedrive, this automation creates an order draft in Visma eAccounting, streamlining the transition between sales and accounting teams. Keep track of your deals and maintain seamless collaboration within your organization with this efficient solution.

Effortlessly manage your sales and accounting processes in one smooth workflow with this Pipedrive and Visma eAccounting integration. When a deal stage is updated in Pipedrive, this automation creates an order draft in Visma eAccounting, streamlining the transition between sales and accounting teams. Keep track of your deals and maintain seamless collaboration within your organization with this efficient solution.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    Visma eAccountingVisma eAccounting
    Create Order Draft

    Triggers when a new order is placed.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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Related categories

  • CRM (Customer Relationship Management)

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visma-eaccounting logo
visma-eaccounting logo

About Visma eAccounting

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

Related categories