Swiss QR Invoice + Vtiger CRM

Create creditor references in Swiss QR Invoice for new or updated leads in Vtiger CRM

Enhance your efficiency with this streamlined workflow that turns your new or updated leads in the Vtiger CRM into Creditor References in your Swiss QR Invoice. This automation ensures that every updated detail in your CRM is accurately reflected in your financial records, bridging the gap between your sales and accounting tasks. Not only does it save time, but it also reduces the risk of data entry errors, keeping your invoicing process accurate and up-to-date.

When this happens...
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
TriggerScheduled
automatically do this!
Create Creditor Reference
If true, creditor reference is formatted in response
ActionWrite

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Supported triggers and actions

What does this mean?

Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
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New Case
Triggers when a new Case is created.
Trigger
Scheduled
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New Event
Triggers when a new event is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
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New Service
Triggers when a new Service is created.
Trigger
Scheduled
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New Todo
Triggers when a new todo is created.
Trigger
Scheduled
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Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write
- QR Invoice > Creditor Reference
- QR Invoice > Format Creditor Reference
Action
Write
- QR Invoice > QR Reference
- QR Invoice > Format QR Reference
- QR Invoice > Customer ID
Action
Write

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
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New Product
Triggers when a new Product is created.
Trigger
Scheduled
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New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Scheduled
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write
- QR Invoice > Creditor Information > IBANRequired
- QR Invoice > Creditor Information > Creditor > Address TypeRequired
- QR Invoice > Creditor Information > Creditor > NameRequired
- QR Invoice > Creditor Information > Creditor > CountryRequired
- QR Invoice > Ultimate Debtor > Address Type
- QR Invoice > Ultimate Debtor > Name
- QR Invoice > Ultimate Debtor > Country
- QR Invoice > Payment Amount Information > Amount
- QR Invoice > Payment Amount Information > CurrencyRequired
- QR Invoice > Payment Reference > Reference Type (QR, ISO)Required
- QR Invoice > Payment Reference > Additional Information > Unstructured Message
- QR Invoice > Payment Reference > Additional Information > Bill Information
- QR Invoice > Alternative Schemes > Alternative Scheme Parametes
- Output Language
- Output FormatRequired
- Page Size
- Font Family
- boundary Lines
- Boundary Line Scissors
- boundary Line Separation Text
- Boundary Lines Margins
- Additional Print Margin
Action
Write
- FileRequired
Action
Write

About Swiss QR Invoice

This application allows creation and processing of Swiss QR Bills (including Swiss QR Code). This is app makes use of the Codeblock QR Invoice Cloud REST Services.

Related categories

Proposal & Invoice Management

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.