Microsoft Outlook + Visma eAccounting Integration

Integrate Microsoft Outlook to Visma eAccounting in one click, or tell Integrately AI how you want each invoice handled. Capture details, create invoice drafts, sync customer records, and notify your finance team automatically.

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1.
  • Microsoft Outlook
    Email is received in folder in Microsoft Outlook
  • Microsoft Outlook
    New Email Flagged in Microsoft Outlook
  • Microsoft Outlook
    Email with attachments received in inbox in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
  • Visma eAccounting
    Article is created in Visma eAccounting
  • Visma eAccounting
    Order is created in Visma eAccounting
  • Visma eAccounting
    Purchase invoice draft is created in Visma eAccounting
  • Visma eAccounting
    Customer is created in Visma eAccounting
  • Visma eAccounting
    Supplier is created in Visma eAccounting
  • Visma eAccounting
    Purchase invoice is created in Visma eAccounting
  • Visma eAccounting
    Sales invoice is created in Visma eAccounting
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2.
  • Microsoft Outlook
    Reply with extra recipients in Microsoft Outlook
  • Microsoft Outlook
    Set categories to email in Microsoft Outlook
  • Microsoft Outlook
    Remove all categories in Microsoft Outlook
  • Microsoft Outlook
    Forward email in Microsoft Outlook
  • Microsoft Outlook
    cansale calender Event in Microsoft Outlook
  • Microsoft Outlook
    Reply to email in Microsoft Outlook
  • Microsoft Outlook
    Set importance of email in Microsoft Outlook
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Create mail folder in Microsoft Outlook
  • Microsoft Outlook
    Move email to folder in Microsoft Outlook
  • Microsoft Outlook
    Mark email as read in Microsoft Outlook
  • Microsoft Outlook
    Mark email as unread in Microsoft Outlook
  • Microsoft Outlook
    Search Email in specific folder in Microsoft Outlook
  • Microsoft Outlook
    Set Flag Status for Email in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive Copy in Microsoft Outlook
  • Microsoft Outlook
    Send email in Microsoft Outlook
  • Microsoft Outlook
    Create event in Microsoft Outlook
  • Microsoft Outlook
    Create contact in Microsoft Outlook
  • Microsoft Outlook
    Update contact in Microsoft Outlook
  • Microsoft Outlook
    Search contact in Microsoft Outlook
  • Microsoft Outlook
    Create draft email in Microsoft Outlook
  • Microsoft Outlook
    Search event in Microsoft Outlook
  • Microsoft Outlook
    Update event in Microsoft Outlook
  • Microsoft Outlook
    Get attachments in Microsoft Outlook
  • Visma eAccounting
    Search article by name in Visma eAccounting
  • Visma eAccounting
    Create article in Visma eAccounting
  • Visma eAccounting
    Create customer in Visma eAccounting
  • Visma eAccounting
    Search customer in Visma eAccounting
  • Visma eAccounting
    Create supplier in Visma eAccounting
  • Visma eAccounting
    Create draft order in Visma eAccounting
  • Visma eAccounting
    Search order by customer name in Visma eAccounting
  • Visma eAccounting
    Search supplier in Visma eAccounting
  • Visma eAccounting
    Search sales invoice by custome name in Visma eAccounting
  • Visma eAccounting
    Create sales invoice draft in Visma eAccounting
  • Visma eAccounting
    Create purchase invoice draft in Visma eAccounting

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Ready Workflows Ready Workflows for Microsoft Outlook + Visma eAccounting Integration

Receive emails, generate invoice drafts, update customer records, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Visma eAccounting + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Visma eAccounting contact

If you are using Visma eAccounting, then you may want to also use Microsoft Outlook to manage your customer relationships. With the help of this automation, whenever you create a contact in Visma eAccounting, a corresponding contact will be created in Microsoft Outlook.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Microsoft Outlook + Visma eAccounting Integration

Create Visma eAccounting contact for new Microsoft Outlook contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Outlook, this automation will automatically create a contact in Visma eAccounting.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Microsoft Outlook and Visma eAccounting!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Outlook + Visma eAccounting flow

Send invoices straight to your CRM, log payment records, and alert your team the moment financial workflows complete. Pick a combination and activate it in one click.

Microsoft Outlook
Visma eAccounting
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HubSpotHubSpot (3)
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StripeStripe (3)
+
ShopifyShopify (3)
+
Google DriveGoogle Drive (3)
+
SlackSlack (3)
+
AsanaAsana (3)
M
V
H
Create a Visma eAccounting sales invoice draft from every new Microsoft Outlook email, and add the contact in HubSpot.
New Microsoft Outlook emails trigger sales invoice drafts in Visma eAccounting and create contacts in HubSpot automatically.
V
M
H
When a Visma eAccounting customer is created, search for the contact in Microsoft Outlook and update the record in HubSpot.
New Visma eAccounting customers update Microsoft Outlook records and sync instantly with HubSpot.
M
V
H
Use Claude to extract invoice details from Microsoft Outlook emails, create a Visma eAccounting sales invoice draft, and update HubSpot.
Claude analyses Microsoft Outlook emails to generate Visma eAccounting invoice drafts and update HubSpot records.

Supported triggers and actions for Microsoft Outlook and Visma eAccounting

Mix and match to build the exact automation you need

Microsoft Outlook
Microsoft Outlook Triggers & Actions
Email is received in folder in Microsoft Outlook
Triggers the automation when an email is received
Try it โ†’
New Email Flagged in Microsoft Outlook
New Email is Flagged
Try it โ†’
Email with attachments received in inbox in Microsoft Outlook
New email with attachments received in inbox
Try it โ†’
Email is created in Microsoft Outlook
Triggers the automation when a new email is created
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Contact is updated in Microsoft Outlook
Triggers the automation when a contact is updated
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Email is received in Microsoft Outlook
Triggers the automation when an email is received
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Calendar event is created in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Outlook
Triggers the automation when a calendar event is updated
Try it โ†’
Contact is created in Microsoft Outlook
Triggers the automation when a new contact is created
Try it โ†’
Reply with extra recipients in Microsoft Outlook
Reply with extra recipients
Try it โ†’
Set categories to email in Microsoft Outlook
Set categories to a email
Try it โ†’
Remove all categories in Microsoft Outlook
Remove all categories
Try it โ†’
Forward email in Microsoft Outlook
Forward email
Try it โ†’
cansale calender Event in Microsoft Outlook
Try it โ†’
Reply to email in Microsoft Outlook
Reply to a email
Try it โ†’
Set importance of email in Microsoft Outlook
Set importance of a email
Try it โ†’
Delete contact in Microsoft Outlook
Removes a contact from the address book
Try it โ†’
Create mail folder in Microsoft Outlook
Create a mail folder
Try it โ†’
Move email to folder in Microsoft Outlook
Move email to a folder
Try it โ†’
Mark email as read in Microsoft Outlook
Mark email as a read
Try it โ†’
Mark email as unread in Microsoft Outlook
Mark email as a unread
Try it โ†’
Search Email in specific folder in Microsoft Outlook
Search Email in a specific folder
Try it โ†’
Set Flag Status for Email in Microsoft Outlook
Set Flag Status for a Email
Try it โ†’
Copy email in archive in Microsoft Outlook
Copy email in a archive
Try it โ†’
Copy email in archive Copy in Microsoft Outlook
Copy email in a archive
Try it โ†’
Send email in Microsoft Outlook
Sends an email to a recipient
Try it โ†’
Create event in Microsoft Outlook
Adds a new contact to the contact list
Try it โ†’
Create contact in Microsoft Outlook
Adds a new contact to the database
Try it โ†’
Update contact in Microsoft Outlook
Updates contact information with new details
Try it โ†’
Search contact in Microsoft Outlook
Finds and retrieves contact information
Try it โ†’
Create draft email in Microsoft Outlook
Adds a new contact to the contact list
Try it โ†’
Search event in Microsoft Outlook
Conduct a search for events based on particular criteria
Try it โ†’
Update event in Microsoft Outlook
Updates event details with the latest information
Try it โ†’
Get attachments in Microsoft Outlook
Retrieves attachments from emails and save them to a designated location
Try it โ†’
Visma eAccounting
Visma eAccounting Triggers & Actions
Article is created in Visma eAccounting
Triggers when a new article is created
Try it โ†’
Order is created in Visma eAccounting
Triggers when a new order is created
Try it โ†’
Purchase invoice draft is created in Visma eAccounting
Triggers when a new purchase invoice draft is created
Try it โ†’
Customer is created in Visma eAccounting
Triggers when a new customer is created
Try it โ†’
Supplier is created in Visma eAccounting
Triggers when a new supplier is created
Try it โ†’
Purchase invoice is created in Visma eAccounting
Triggers when a new purchase invoice is created
Try it โ†’
Sales invoice is created in Visma eAccounting
Triggers when a new sales invoice is created
Try it โ†’
Search article by name in Visma eAccounting
Search for articles
Try it โ†’
Create article in Visma eAccounting
Create a new article
Try it โ†’
Create customer in Visma eAccounting
Create a new customer
Try it โ†’
Search customer in Visma eAccounting
Search for customers
Try it โ†’
Create supplier in Visma eAccounting
Create a new supplier
Try it โ†’
Create draft order in Visma eAccounting
Create a new draft order
Try it โ†’
Search order by customer name in Visma eAccounting
Search for articles
Try it โ†’
Search supplier in Visma eAccounting
Search for suppliers
Try it โ†’
Search sales invoice by custome name in Visma eAccounting
Search for Sales invoice
Try it โ†’
Create sales invoice draft in Visma eAccounting
Create a new sales invoice draft
Try it โ†’
Create purchase invoice draft in Visma eAccounting
Create a new purchase invoice draft
Try it โ†’

What can you automate with Microsoft Outlook + Visma eAccounting?

Connect your inbox and accounting tools to eliminate manual data entry, streamline invoicing, and keep financial records perfectly synchronized.

What you can automate?
๐Ÿงพ
Generate sales invoice drafts from emails automatically
Turn incoming client requests in Microsoft Outlook into sales invoice drafts within Visma eAccounting the moment they arrive. Eliminate manual copying and speed up your entire billing cycle.
๐Ÿ“‹
Capture every submitted invoice field accurately
Map sender details, line items, and custom email notes directly into your Visma eAccounting entries instead of just names and totals. Your financial records become much more thorough.
๐Ÿ””
Notify your finance team the moment invoices are created
Send instant notifications to your team on Slack or via email whenever a new sales invoice draft or customer record is generated. Keep stakeholders informed without chasing updates.
๐Ÿ”€
Route invoices based on client criteria
Apply conditional rules to route VIP client orders to priority invoice drafts while standard requests follow your regular workflow. Handle every account according to its exact tier.
๐Ÿ”„
Keep accounting records updated as details change
Automatically update existing Visma eAccounting customer profiles and sales invoice drafts whenever contact details or calendar events change in Microsoft Outlook.
๐Ÿ”
Search and update records to prevent duplicates
Check whether customers or suppliers already exist in Visma eAccounting before creating new entries, preventing duplicate profiles and keeping your database clean.
๐Ÿ’ณ
Handle purchase invoices and draft orders seamlessly
Automate purchase invoice creation and draft orders across Visma eAccounting whenever corresponding supplier emails or calendar triggers occur.
๐ŸŒ
Extend your workflow to CRMs and project tools
Connect your core Microsoft Outlook and Visma eAccounting flow with HubSpot or Slack to sync customer data, notify teams, and manage follow-up tasks in one unified system.
And much more...

Who is Microsoft Outlook + Visma eAccounting integration for?

Small business owners, finance teams, and account managers who need real-time financial tracking and seamless email-to-accounting workflows benefit from this integration.

Finance Managers
Finance Managers
Support Leads
Support Leads
Account Executives
Account Executives
Operations Directors
Operations Directors
Billing Specialists
Billing Specialists
Practice Accountants
Practice Accountants
๐Ÿ“ˆ
Finance Managers
You're reviewing revenue figures across your inbox but your accounting ledger only updates when someone manually creates entries, so the invoice counts you're reporting on are always a few hours behind โ€” this integration means every new email triggers an invoice draft instantly and your data stays current.
โšก
Support Leads
You're coordinating client billing questions by hand but your customer records are scattered across email threads, so billing disputes take hours to resolve โ€” automating both apps means every inquiry links straight to accounting records and resolution happens faster.
๐Ÿค
Account Executives
You're managing client onboarding in Microsoft Outlook while finance handles billing in Visma eAccounting, so stakeholders find out about delayed invoices too late โ€” connecting these apps means every transaction syncs instantly and client progress is always transparent.
๐Ÿ“Š
Operations Directors
You're processing high volumes of daily purchase orders manually between your inbox and accounting software, so staff spend hours copying numbers instead of managing growth โ€” automating both apps means order creation runs on autopilot and workload drops significantly.
๐Ÿ”„
Billing Specialists
You own the invoicing handoff and depend on sales reps to forward email details before you can draft bills, so billing cycles constantly stall โ€” this integration means financial data flows automatically from client emails straight into accounting drafts.
๐Ÿ—‚๏ธ
Practice Accountants
You need a reliable audit history of all client correspondence and financial drafts, but manual logging leaves major gaps in your records โ€” with this integration, every communication and invoice draft is tracked perfectly without missing entries.
Our team

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Why choose Integrately to automate Microsoft Outlook + Visma eAccounting

Build and manage your Microsoft Outlook + Visma eAccounting automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Outlook + Visma eAccounting with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Microsoft Outlook to Visma eAccounting?
Frequently Asked Questions
You can connect Microsoft Outlook to Visma eAccounting in just 1 click using ready workflows or by asking Integrately AI to build your automation. It also integrates seamlessly with Hubspot, Stripe, Shopify, and 1,500+ other apps.
Can I automatically create Visma eAccounting invoice drafts from Microsoft Outlook emails?
Frequently Asked Questions
Can I connect Microsoft Outlook, Visma eAccounting, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Outlook and Visma eAccounting?
Frequently Asked Questions
How do Microsoft Outlook triggers work with Visma eAccounting actions?
Frequently Asked Questions
Can Visma eAccounting triggers update Microsoft Outlook records?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Outlook and Visma eAccounting?
Frequently Asked Questions
Is the Microsoft Outlook and Visma eAccounting integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Outlook or Visma eAccounting With 1500+ Other Apps

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Visma eAccounting
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Sync Visma eAccounting with billing, reporting, and enterprise tools to keep financial data flowing across your entire business stack.