Redtail CRM + Visma eAccounting
Update Visma eAccounting customers when Redtail CRM contacts are updated
Keep your customer information up-to-date across your CRM and accounting platforms with this streamlined workflow. When a contact is updated in Redtail CRM, a customer will be created in Visma eAccounting, ensuring your records are always consistent and accurate. Save time and reduce errors by automating this manual task.
Keep your customer information up-to-date across your CRM and accounting platforms with this streamlined workflow. When a contact is updated in Redtail CRM, a customer will be created in Visma eAccounting, ensuring your records are always consistent and accurate. Save time and reduce errors by automating this manual task.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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.
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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
