Visma eAccounting + Wello Solutions

Visma eAccounting + Wello Solutions integrations

Generate Wello Solutions contacts from new Visma eAccounting contacts

Once you create a new contact in Visma, having them in Wello Solutions is a must. You want these as "contacts" so your Field Service team knows who they should contact. By using this integration, you don't have to create the contact in both Visma eAccounting and Wello Solutions.

When this happens...
New CustomerTriggers when a new customer is registered.
TriggerPolling
automatically do this!
Create or Update ContactCreate or update contact and link it to the company/account.
ActionWrite

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More things you can do with Visma eAccounting and Wello Solutions

Discover other triggers and actions you can use with Visma eAccounting and Wello Solutions

New Article
Triggers when a new article is registered.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Supplier
Triggers when a new supplier is registered.
Trigger
Polling
Try It
New Purchase Invoice Draft
Triggers when a new purchase invoice draft is created.
Trigger
Polling
Try It
- Content Type
  Required
- File Name
  Required
- Url
  Required
Action
Write

- Customer
  Required
- Invoice Date
  Required
- Is Credit Note
  Required
- Delivery Date
- Your Reference
- Our Reference
- Buyers Order Reference
- Delivery Method Name
- Delivery Term Name
- Article
  Required
- Article Name
- Quantity
- Unit Price
- Discount Percentage
- Reversed Construction Services Vat Free
Action
Write
- Number
- Name
  Required
- Address 1
- Address 2
- City
- Postal Code
- Country
- Currency Code
- Email
- Mobile Phone
- Terms Of Payment
- Bankgiro Number
- Plusgiro Number
Action
Write

- Name
- Number
Action
Search
- Name
- Number
Action
Search
- Invoice customer name
- Number
Action
Search
- Name
  Required
- Number
  Required
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
Action
Search or write
New Contact
Triggers when the customer request all contact list.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created
Trigger
Polling
Try It
New Article
Triggers when a new article is created.
Trigger
Polling
Try It
- First Name
- Last Name
  Required
- Company
  Required
- phone
- email
  Required
Action
Write
- Company
  Required
- Task Type
- Task Priority
  Required
- Task subject
  Required
- Task Description
  Required
Action
Write
- Name
  Required
- Organization
  Required
- Service area
  Required
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
Action
Write
- email
Action
Search
- Email
Action
Search

New Customer
Triggers when a new customer is registered.
Trigger
Polling
Try It
New Order
Triggers when a new order is placed.
Trigger
Polling
Try It
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
- Number
  Required
- Name
  Required
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
Action
Write
- Name
  Required
- Customer Number
- Type Of Customer
  Required
- City
  Required
- Postal Code
  Required
- Country
- Address
- Mobile Phone
- Email
- Currency
- Terms Of Payment
- Contact Person Name
- Contact Person Email
- Contact Person Mobile Number
- Contact Person Phone Number
- Delivery Customer Name
- Delivery Address 1
- Delivery Address 2
- Delivery City
- Delivery Country Code
- Delivery Postal Code
Action
Write
- Customer
  Required
- Order Date
  Required
- Currency Code
  Required
- Delivery Date
- Your Reference
- Our Reference
- Article
  Required
- Quantity
- Unit Price
- Discount Percentage
- Eligible For Reverse Charge On Vat
Action
Write
- Supplier
  Required
- Invoice Date
- Due Date
- Invoice Number
- Total Amount
- Vat
- Is Credit Note
  Required
- Ledger Account Number
  Required
- Amount
  Required
Action
Write
- Name
- Number
Action
Search
- Invoice customer name
- Invoice number
Action
Search
- Name
- Number
Action
Search
- Name
  Required
- Number
- Customer Number
- Type Of Customer
  Required
- City
  Required
- Postal Code
  Required
- Country
- Address
- Mobile Phone
- Email
- Currency
- Terms Of Payment
- Contact Person Name
- Contact Person Email
- Contact Person Mobile Number
- Contact Person Phone Number
- Delivery Customer Name
- Delivery Address 1
- Delivery Address 2
- Delivery City
- Delivery Country Code
- Delivery Postal Code
Action
Search or write
New Company
Triggers when you want to get the last modified 20 companies.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Polling
Try It
- Category
- Article code
  Required
- name
  Required
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- Name
  Required
- Company Name
  Required
- Street
- City
- Country
Action
Write
- Task Activity
- Task Id
  Required
- User
  Required
- Contact
  Required
- Subject
  Required
- Description
Action
Write
- Company
  Required
Action
Search
- Contact Id
  Required
Action
Search
- email
  Required
- First Name
- Last Name
  Required
- Company
  Required
- phone
Action
Search or write

About Visma eAccounting

Visma eAccounting is a financial software for small and medium sized businesses.

Learn moreLearn moreHelpHelp

Related categories

Accounting

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

HelpHelp

Related categories

Product Management

Related Zap Templates

Update Wello Solutions companies with new customers in Visma eAccounting

Add new Visma eAccounting articles to Wello Solutions

Create sales invoices in Visma eAccounting from new Wello Solutions invoices