ClickUp + Visma eAccounting

Create tasks in ClickUp for new sales invoices in Visma eAccounting

Organize your workflow efficiently by using this workflow between Visma eAccounting and ClickUp. Once you have a new sales invoice in Visma eAccounting, this process will create a task in ClickUp straight away. It helps you stay on top of your financial actions while improving your project management by keeping all tasks recorded in an organized manner. Boost your productivity by ensuring all invoicing information is turned into actionable steps in real-time in ClickUp.

Organize your workflow efficiently by using this workflow between Visma eAccounting and ClickUp. Once you have a new sales invoice in Visma eAccounting, this process will create a task in ClickUp straight away. It helps you stay on top of your financial actions while improving your project management by keeping all tasks recorded in an organized manner. Boost your productivity by ensuring all invoicing information is turned into actionable steps in real-time in ClickUp.

  1. When this happens...
    Visma eAccountingVisma eAccounting
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • NumberRequired

    • NameRequired

    • Sales Category

    • Vat Rate

    • Net Price

    • Gross Price

    • Unit

    Action
    Write
clickup logo
clickup logo

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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visma-eaccounting logo
visma-eaccounting logo

About Visma eAccounting

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

Related categories

  • Accounting