integraid

Connect and automate Visma

Your no-code integration tool to sync Visma with Salesforce.

With integraid and the Maesn Unified API, you connect Visma directly to Salesforce to automate financial, accounting, and logistics workflows:

  • Auto-sync customers, invoices, payments & items between Visma and Salesforce

  • Optional two-way synchronization—e.g., create invoices in Salesforce and post them to Visma

  • Secure OAuth2 authentication via Visma Developer—no plaintext credentials

  • Easy setup using integraid‑Maesn flows—no coding required

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Visma

Kategorien:

Accounting & ERP

Visma is a leading European provider of cloud business software for small and medium-sized companies and the public sector. From accounting and payroll to ERP, HR, and practice management for accounting firms, Visma’s solutions are designed to automate administrative work and give organizations real-time insight into their finances and operations. With strong local footprints and market-leading products across Europe, Visma offers cloud accounting and payroll suites, industry-specific ERP, and collaboration tools that connect entrepreneurs, accountants, and employees in one integrated ecosystem. And with integraid, you can connect Visma with Salesforce — without writing any code.

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Use Cases:

  • Sync Customers, Invoices & Payments Between Visma and Salesforce

    When customers, invoices, or bookings are created or updated in Visma, integraid can automatically update the corresponding Accounts, Contacts, Opportunities, and custom “Invoice” objects in Salesforce — keeping CRM and finance perfectly aligned.

  • Create Visma Invoices & Orders from Salesforce Opportunities

    As soon as an Opportunity is marked “Closed Won” in Salesforce, integraid can generate the matching order or invoice in Visma with customer, product, and tax details prefilled. This shortens the quote-to-cash cycle and avoids manual re-entry.

  • Give Sales & CS a Real-Time View of Financial Status

    Sync invoice status, open items, and key figures from Visma back to Salesforce records. Sales and customer success teams can see payment behaviour, outstanding balances, and recurring revenue for each customer without leaving CRM.

  • Automate End-to-End Workflows Across CRM, ERP & Accounting

    Use integraid to trigger Visma processes from Salesforce events — for example, creating new companies or projects for strategic accounts, updating cost centers after deals close, or sending structured data to accountants. Both systems stay in sync, and commercial and finance teams work from the same single source of truth.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.