monday.com + Visma eAccounting

Create new items in monday.com for every new customer in Visma eAccounting

Easily manage your new customers on Visma eAccounting by creating items for them on monday.com with this workflow. Activated each time you secure a new customer in Visma eAccounting, this system creates an item on monday.com, ensuring all clients are tracked in one efficient, central location. Say hello to increased organization and goodbye to time-consuming data transfer between platforms.

Easily manage your new customers on Visma eAccounting by creating items for them on monday.com with this workflow. Activated each time you secure a new customer in Visma eAccounting, this system creates an item on monday.com, ensuring all clients are tracked in one efficient, central location. Say hello to increased organization and goodbye to time-consuming data transfer between platforms.

  1. When this happens...
    Visma eAccountingVisma eAccounting
    New Customer

    Triggers when a new customer is registered.

    TriggerPolling
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • NumberRequired

    • NameRequired

    • Sales Category

    • Vat Rate

    • Net Price

    • Gross Price

    • Unit

    Action
    Write
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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visma-eaccounting logo

About Visma eAccounting

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

Related categories

  • Accounting