Cling + Visma eAccounting
Create sales invoices in Visma eAccounting for newly-accepted documents in Cling
Tired of entering data twice? This Zapier integration does the heavy lifting for you. By connecting Visma eAccounting with Cling, this Zap will automatically create an invoice as a draft in Visma as soon as a document is accepted in Cling.
Tired of entering data twice? This Zapier integration does the heavy lifting for you. By connecting Visma eAccounting with Cling, this Zap will automatically create an invoice as a draft in Visma as soon as a document is accepted in Cling.
- When this happens...Document Accepted
Triggers when a document changes status to accepted.
- automatically do this...Create Customer
Triggers when a new customer is registered.
- then do this...Create Article
Triggers when a new article is registered.
- then do this!Create Sales Invoice Draft
Creates a customer invoice draft (With Line Item Support).
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note