Visma eAccounting + Wello Solutions
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.
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 Customer
Triggers when a new customer is registered.
- automatically do this!Create or Update Contact
Create or update contact and link it to the company/account.
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About Visma eAccounting
Visma eAccounting is a financial software for small and medium sized businesses.
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About Wello Solutions
Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.