Microsoft Dynamics 365 CRM + Visma eAccounting
Update Visma eAccounting customers when Microsoft Dynamics 365 CRM contacts are updated
Keep your customer information up to date with this efficient workflow between Microsoft Dynamics 365 CRM and Visma eAccounting. Whenever a contact is updated in your CRM, this automation creates a new customer in Visma eAccounting, ensuring your records stay current without any manual effort. Save time and enhance accuracy by streamlining your customer management process.
Keep your customer information up to date with this efficient workflow between Microsoft Dynamics 365 CRM and Visma eAccounting. Whenever a contact is updated in your CRM, this automation creates a new customer in Visma eAccounting, ensuring your records stay current without any manual effort. Save time and enhance accuracy by streamlining your customer management process.
- When this happens...
Updated ContactTriggers when a contact is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CustomerTriggers when a new customer is registered.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer
Triggers when a new customer is registered.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is placed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNumberRequired
NameRequired
Sales Category
Vat Rate
Net Price
Gross Price
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Customer Number
Type Of CustomerRequired
CityRequired
Postal CodeRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Order DateRequired
Currency CodeRequired
Delivery Date
Your Reference
Our Reference
ArticleRequired
Quantity
Unit Price
Discount Percentage
Eligible For Reverse Charge On Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SupplierRequired
Invoice Date
Due Date
Invoice Number
Total Amount
Vat
Is Credit NoteRequired
Ledger Account NumberRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice customer name
Invoice number
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Number
Customer Number
Type Of CustomerRequired
CityRequired
Postal CodeRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Article
Triggers when a new article is registered.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Supplier
Triggers when a new supplier is registered.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase Invoice Draft
Triggers when a new purchase invoice draft is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContent TypeRequired
File NameRequired
UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Invoice DateRequired
Is Credit NoteRequired
Delivery Date
Your Reference
Our Reference
Buyers Order Reference
Delivery Method Name
Delivery Term Name
ArticleRequired
Article Name
Quantity
Unit Price
Discount Percentage
Reversed Construction Services Vat Free
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Number
NameRequired
Address 1
Address 2
City
Postal Code
Country
Currency Code
Email
Mobile Phone
Terms Of Payment
Bankgiro Number
Plusgiro Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice customer name
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
NumberRequired
Sales Category
Vat Rate
Net Price
Gross Price
Unit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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