Integrations ZarMoney Viewpoint VISUM
ZarMoney + Viewpoint VISUM

Connect ZarMoney and Viewpoint VISUM to Build Intelligent Automations

Choose a Trigger

ZarMoney

When this happens...

Choose an Action

Viewpoint VISUM

Automatically do this!

Enable Integrations or automations with these events of ZarMoney and Viewpoint VISUM

Enable Integrations or automations with these events of ZarMoney and Viewpoint VISUM

Actions

Create a class

Create a class

create a class.

Update a Class

Update a Class

Update a Class

Create a taxTypes

Create a taxTypes

Create a taxTypes.

Add a customer

Add a customer

Create a customer.

Update a customer

Update a customer

Update a customer.

Create a Vendor

Create a Vendor

Create a Vendor.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between ZarMoney and Viewpoint VISUM?

To start, connect both your ZarMoney and Viewpoint VISUM accounts to viaSocket. Once connected, you can set up a workflow where an event in ZarMoney triggers actions in Viewpoint VISUM (or vice versa).

Can we customize how data from ZarMoney is recorded in Viewpoint VISUM?

Absolutely. You can customize how ZarMoney data is recorded in Viewpoint VISUM. This includes choosing which data fields go into which fields of Viewpoint VISUM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ZarMoney and Viewpoint VISUM?

The data sync between ZarMoney and Viewpoint VISUM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ZarMoney to Viewpoint VISUM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ZarMoney and Viewpoint VISUM?

Yes, you can set conditional logic to control the flow of data between ZarMoney and Viewpoint VISUM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ZarMoney

About ZarMoney

ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.

Learn More
Viewpoint VISUM

About Viewpoint VISUM

ViewPoint VISUM is a great tool for Visual Portfolio Project Management. VISUM helps to deliver projects on time, in less time by streamlining execution. It simplifies managing projects by improving communication, collaboration and decision making.

Learn More