Netvisor Connector
interactive features

Netvisor Connector

by Pilvi Cloud Company

interactive features
interactive features

Visma Netvisor is an online accounting software that allows you to generate sales invoices from Pipedrive and send them to Netvisor.

Enable payments and tracking

App screenshot
App screenshot
App screenshot

Description

Visma Netvisor is an online accounting and payroll software that includes all the core financial management functions for companies, plus automation tools to reduce manual work and create real-time reports.

Netvisor has all the features you need to take care of your company’s finances without surprises.

Now you can integrate it with your Pipedrive CRM to generate sales invoices from Pipedrive deals, and then send them to Netvisor for accounting.

Furthermore, the Integration will automatically record a custom activity on your sales deal once an invoice is submitted successfully to Netvisor.

Features

Actions

Actions

Kick off related actions in Netvisor Connector as you work with your deals, contacts and/or activities in Pipedrive.

Send invoice

Locations:deal details

Installation instructions

Please follow the following steps to integrate your Pipedrive with Netvisor:

  1. Log in to your Netvisor Connector account. If you don't have an account yet, register for Netvisor Connector here.
  2. Go to "Integrations."
  3. Click on the "Integrate" button, follow the authorization flow and you will be forwarded back to Netvisor Connector.
  4. Fill in your Netvisor credentials, and click on the "Save" button to activate the integration.
  5. Finally, activate your subscription to get the Connector running and humming.

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