Redtail CRM + Visma eAccounting
Create new Visma eAccounting customers from Redtail CRM activities
Effortlessly streamline your client management process with this automation that creates a new customer in Visma eAccounting when a new activity is added in Redtail CRM. By seamlessly transferring customer information between the two platforms, you can save time, reduce manual data entry, and ensure consistent data across your business tools. Stay organized and boost productivity with this powerful workflow.
Effortlessly streamline your client management process with this automation that creates a new customer in Visma eAccounting when a new activity is added in Redtail CRM. By seamlessly transferring customer information between the two platforms, you can save time, reduce manual data entry, and ensure consistent data across your business tools. Stay organized and boost productivity with this powerful workflow.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Customer
Triggers when a new customer is registered.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
