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Trello + Visma eAccounting

Trello + Visma eAccounting

Trello + Visma eAccounting integrations

Create new Visma eAccounting sales invoice drafts when cards are moved to a list in Trello

Keep your sales process running smoothly with this intuitive workflow. Once activated, every time you move a card to a designated list in Trello, a sales invoice draft gets created in Visma eAccounting. This ensures your invoicing remains consistent with project progression, alleviating the need for manual data transfer and reducing the risk of error. Keep your focus on customer service and let this integration streamline your administration tasks.

  1. When this happens...
    Card Moved to List
    Card Moved to List
    Card Moved to ListTriggers when a Card is moved to a List in Trello, inside the same Board.
  2. automatically do this!
    Create Sales Invoice Draft
    Create Sales Invoice Draft
    Create Sales Invoice DraftCreates a customer invoice draft (With Line Item Support).
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More things you can do with Trello and Visma eAccounting

Discover other triggers and actions you can use with Trello and Visma eAccounting

  • Trello triggers, actions, and search
    New Board

    Triggers when a new board is added.

    Trigger
    Polling
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    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Info
    • Board ID
    • Time Before
    • Time Before (Unit)
    • Status
    • Only cards where you're a member?
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
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    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Board ID
    • Card ID
    Trigger
    Instant
    Try It
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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About Visma eAccounting
Visma eAccounting is a financial software for small and medium sized businesses.
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Related Zap Templates

  • Create lists in Trello from new orders in Visma eAccounting

 

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