Trello + Visma eAccounting
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.
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.
- When this happens...Card Moved to List
Triggers when a Card is moved to a List in Trello, inside the same Board.
- automatically do this!Create Sales Invoice Draft
Creates a customer invoice draft (With Line Item Support).
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