Visma eAccounting + Sharepoint Integration

Integrate Sharepoint to Visma eAccounting in one click, or tell Integrately AI how you want each file handled. Upload files, generate invoice drafts, track customers, and update your financial records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Visma eAccounting
    Article is created in Visma eAccounting
  • Visma eAccounting
    Sales invoice is created in Visma eAccounting
  • Visma eAccounting
    Purchase invoice is created in Visma eAccounting
  • Visma eAccounting
    Supplier 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
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
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2.
  • Visma eAccounting
    Search supplier in Visma eAccounting
  • Visma eAccounting
    Create purchase invoice draft in Visma eAccounting
  • Visma eAccounting
    Create sales invoice draft in Visma eAccounting
  • Visma eAccounting
    Search sales invoice by custome name in Visma eAccounting
  • Visma eAccounting
    Search order by customer name in Visma eAccounting
  • Visma eAccounting
    Create article in Visma eAccounting
  • Visma eAccounting
    Create customer in Visma eAccounting
  • Visma eAccounting
    Search article by name 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
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready WorkflowsReady Workflows ย  for Visma eAccounting + Sharepoint Integration

Create sales invoice drafts, track customer records, organise supplier accounts, and manage your inventory, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Sharepoint + Visma eAccounting flow

Notify your accounting team, log customer records, and trigger follow-up tasks as invoices and files move through your workflow. Pick a combination and activate it in one click.

Visma eAccounting
Sharepoint
+
Microsoft OutlookMicrosoft Outlook (3)
+
Microsoft TeamsMicrosoft Teams (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
S
V
M
Create a Visma eAccounting sales invoice draft when a file is created in folder in Sharepoint, and email the details using Microsoft Outlook.
New files in Sharepoint trigger sales invoice drafts in Visma eAccounting while Microsoft Outlook emails the details to your team instantly.
V
S
M
When a sales invoice is created in Visma eAccounting, upload the file in Sharepoint and send an email notification in Microsoft Outlook.
Visma eAccounting sales invoices trigger file uploads in Sharepoint and email updates in Microsoft Outlook automatically.
V
S
M
If a customer is created in Visma eAccounting, create a folder in Sharepoint and email the welcome packet using Microsoft Outlook.
New Visma eAccounting customers automatically receive a dedicated Sharepoint folder and an email confirmation sent via Microsoft Outlook.

Supported triggers and actions for Visma eAccounting and Sharepoint

Mix and match to build the exact automation you need

Visma eAccounting
Visma eAccounting Triggers & Actions
Article is created in Visma eAccounting
Triggers when a new article is created
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Sales invoice is created in Visma eAccounting
Triggers when a new sales invoice is created
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Purchase invoice is created in Visma eAccounting
Triggers when a new purchase invoice is created
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Supplier is created in Visma eAccounting
Triggers when a new supplier is created
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Order is created in Visma eAccounting
Triggers when a new order is created
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Purchase invoice draft is created in Visma eAccounting
Triggers when a new purchase invoice draft is created
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Customer is created in Visma eAccounting
Triggers when a new customer is created
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Search supplier in Visma eAccounting
Search for suppliers
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Create purchase invoice draft in Visma eAccounting
Create a new purchase invoice draft
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Create sales invoice draft in Visma eAccounting
Create a new sales invoice draft
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Search sales invoice by custome name in Visma eAccounting
Search for Sales invoice
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Search order by customer name in Visma eAccounting
Search for articles
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Create article in Visma eAccounting
Create a new article
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Create customer in Visma eAccounting
Create a new customer
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Search article by name in Visma eAccounting
Search for articles
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Search customer in Visma eAccounting
Search for customers
Try it โ†’
Create supplier in Visma eAccounting
Create a new supplier
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Create draft order in Visma eAccounting
Create a new draft order
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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Search site in Sharepoint
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Create list item in Sharepoint
Adds a new item to a list
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Create list in Sharepoint
Generates a new list
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
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Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
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Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
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What can you automate with Sharepoint + Visma eAccounting?

Streamline your document management and accounting processes with powerful automated workflows.

What you can automate?
๐Ÿงพ
Automate sales invoice draft creation from files
Generate a sales invoice draft in Visma eAccounting the moment a new file is created in folder in Sharepoint. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ“
Provision structured folders for new customers
Create dedicated Sharepoint folders automatically whenever a new customer is registered in Visma eAccounting. Keep all client documents organised from day one.
๐Ÿ’ฌ
Notify your team of invoice and file updates
Send instant alerts to your team channels in Slack or Microsoft Teams whenever files are uploaded or invoices are generated.
๐Ÿ”€
Route records based on submitted criteria
Perform different actions depending on customer tiers or invoice amounts submitted in Visma eAccounting or Sharepoint.
๐Ÿ”„
Keep financial records synchronized in real time
Update invoice drafts and customer profiles across platforms instantly as changes occur in either Sharepoint or Visma eAccounting.
๐Ÿ”
Search and link existing records cleanly
Search for existing suppliers, customers, and articles to prevent duplicate entries before creating new invoices or files.
๐Ÿ’ณ
Handle payment and subscription milestones
Trigger accounting drafts and document uploads automatically when subscriptions or payments process in connected platforms.
๐ŸŒ
Extend workflows to external cloud storage
Connect Google Drive or Stripe to your core Sharepoint and Visma eAccounting setup for comprehensive multi-app pipelines.
And much more...

Who is Sharepoint + Visma eAccounting integration for?

Finance teams, administrative leads, and project managers who manage critical files and accounting workflows need automated document syncing and precise financial records.

Financial Controllers
Financial Controllers
Project Managers
Project Managers
Account Managers
Account Managers
Operations Leads
Operations Leads
Billing Specialists
Billing Specialists
Compliance Officers
Compliance Officers
๐Ÿ“ˆ
Financial Controllers
You're reconciling quarterly reports across document repositories and financial platforms, but your invoice drafts only update when someone manually exports files, so the revenue counts you're reviewing are always lagging โ€” this integration means every new Sharepoint file triggers accurate Visma eAccounting records instantly and your financial data stays current.
โšก
Project Managers
You need to track client project deliverables and billing milestones in real time, but manual folder creation and invoice logging cause costly delays โ€” automating both apps means every new document triggers immediate accounting drafts and your workflow never misses a beat.
๐Ÿค
Account Managers
You answer to clients who expect prompt onboarding paperwork and correct billing details, but fragmented tools lead to frustrating oversights โ€” connecting these apps means every new customer automatically provisions folders and invoices without manual friction.
๐Ÿ“Š
Operations Leads
The sheer volume of incoming invoices and client files is too high for your team to keep up by hand, leading to misplaced records and delayed billing โ€” with this integration, high-volume document processing runs on autopilot and your records remain immaculate.
โš™๏ธ
Billing Specialists
You own the invoicing process and depend on upstream teams to hand over correct files and customer details, but information often arrives incomplete โ€” connecting these apps means document uploads automatically drive draft creation and handoffs happen flawlessly.
๐Ÿ—‚๏ธ
Compliance Officers
You need a reliable, uncompromised audit trail for every financial transaction and associated document, but manual filing leaves frustrating gaps in your archives โ€” automating both apps means every file and invoice links securely without human error.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Visma eAccounting + Sharepoint

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

1,500+ apps connected
1,500+ apps connected
Connect Visma eAccounting + Sharepoint 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
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
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.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Sharepoint to Visma eAccounting?
Frequently Asked Questions
You can connect Sharepoint to Visma eAccounting instantly using 1-click automations on Integrately or by asking Integrately AI to build your workflow. With 1,500+ supported apps like Slack, Gmail, and Microsoft Teams, setting up takes minutes.
Can I automatically create sales invoice drafts in Visma eAccounting when files are uploaded to Sharepoint?
Frequently Asked Questions
Can I connect Sharepoint, Visma eAccounting, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Sharepoint and Visma eAccounting?
Frequently Asked Questions
How does Sharepoint handle file uploads and folder creation in automations?
Frequently Asked Questions
How are customer records managed between Visma eAccounting and your storage?
Frequently Asked Questions
Do I need coding skills to automate Sharepoint and Visma eAccounting?
Frequently Asked Questions
Is the Sharepoint and Visma eAccounting integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Sharepoint or Visma eAccounting With 1500+ Other Apps

Sharepoint
Popular Sharepoint Integrations
Connect Sharepoint to document management, collaboration, and cloud storage tools to organise your files effortlessly.
Visma eAccounting
Popular Visma eAccounting Integrations
Sync Visma eAccounting with CRM, payment processing, and reporting tools to keep your financial data working across your tech stack.