Veem + AccountingSuite Integrations
How to connect Veem + AccountingSuite
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Updated Inbound Payment StatusTriggers when an inbound payment is updated to a specific status.Trigger- Updated Outbound Payment StatusTriggers when an outbound payment is updated to a specified status.Trigger
- Create ContactCreates a contact.Action
- Request PaymentRequests a payment.Action
- Send PaymentSends a payment. If an attachment is required, the payment will be created as a draft.Action
Create Cash ReceiptCreates a new cash receipt.Action- Create AccountCreates a new Account in your Chart of Accounts.Action
- Create Address/ContactCreates a new Address/Contact in AccountingSuite.Action
- AccountingSuite
Creates a new bill.
Scheduled
Action
- AccountingSuite
Creates a new company.
Scheduled
Action
- AccountingSuite
Creates a Warehouse Location in AccountingSuite.
Scheduled
Action
- AccountingSuite
Creates a new product.
Scheduled
Action
- AccountingSuite
Create a new project.
Scheduled
Action
- AccountingSuite
Creates a new service item.
Scheduled
Action
- AccountingSuite
Creates a purchase order.
Scheduled
Action
- AccountingSuite
Creates a new Sales Invoice.
Scheduled
Action
- AccountingSuite
Creates a new Sales Order.
Scheduled
Action
- AccountingSuite
Creates a new Sales Person in AccountingSuite.
Scheduled
Action
- AccountingSuite
Create time tracking for a service or task.
Scheduled
Action
How Veem + AccountingSuite Integrations Work
- Step 1: Authenticate Veem and AccountingSuite.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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