Redtail CRM + Visma eAccounting

Redtail CRM + Visma eAccounting integrations

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.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create CustomerTriggers when a new customer is registered.
ActionWrite

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More things you can do with Redtail CRM and Visma eAccounting

Discover other triggers and actions you can use with Redtail CRM and Visma eAccounting

Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Customer
Triggers when a new customer is registered.
Trigger
Polling
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New Order
Triggers when a new order is placed.
Trigger
Polling
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New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
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- 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

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
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

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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CRM (Customer Relationship Management)

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About Visma eAccounting

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

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Accounting

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Update Visma eAccounting customers when Redtail CRM contacts are updated

Create new Visma eAccounting customers from newly created Redtail CRM contacts