Redtail CRM + Visma eAccounting
Create new Visma eAccounting customers from newly created Redtail CRM contacts
Effortlessly maintain consistency between your Redtail CRM and Visma eAccounting apps with this seamless workflow. Upon creating a new contact in Redtail CRM, a customer will be added in Visma eAccounting, ensuring your records stay up-to-date and organized across both platforms. Simplify your contact management process and focus on growing your business with this automation.
Effortlessly maintain consistency between your Redtail CRM and Visma eAccounting apps with this seamless workflow. Upon creating a new contact in Redtail CRM, a customer will be added in Visma eAccounting, ensuring your records stay up-to-date and organized across both platforms. Simplify your contact management process and focus on growing your business with this automation.
- When this happens...Contact Created
Triggers when a new contact 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.
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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.
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