Integrate Fortnox with ClickUp

Send information between Fortnox and ClickUp automatically, without writing any code, using Zoho Flow.

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Create a task in ClickUp each time a new order is made in Fortnox

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in ClickUp when a order is created in Fortnox.

How it works
  1. The flow triggers when a new order is created in Fortnox.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Create a task in ClickUp each time a new order is made in Fortnox

Fortnox + ClickUp

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Supported triggers and actions

Integrate Fortnox and ClickUp using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Supplier created

Triggers when a new supplier is created

Supplier invoice created

Triggers when a new supplier invoice is created

Invoice created

Triggers when a new invoice is created

Customer created

Triggers when a new customer is created

Order created

Triggers when a new order is created

List created

Triggers when a new list is created

Time entry created

Triggers when a new time entry is created

Folder updated

Triggers when any detail of an existing folder is updated

Task status updated

Triggers when the status of a task in the selected space is updated

Task updated

Triggers when any detail of a task in the selected space is updated

Task created

Triggers when a new task is created

List updated

Triggers when any detail of an existing list is updated

Task moved

Triggers when a task is moved in the selected space

Folder created

Triggers when a new folder is created

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create supplier

Creates a new supplier

Create order

Creates a new order

Create invoice

Creates a new invoice

Fetch customer - By name or email address

Fetches the details of an existing customer by name, email address, or both

Fetch supplier invoice

Fetches the details an existing supplier invoice by order number

Fetch article - By article number

Fetches the detail of an article or product item by article number

Fetch invoice

Fetches the details of an existing invoice by document number

Fetch customer - By number

Fetches the details of an existing customer by number

Fetch supplier - By number

Fetches the details of an existing supplier by number

Fetch article - By description

Fetches the details of an article or product item by description

Fetch order

Fetches the details of an existing order by document number

Create folder

Creates a new folder

Create checklist

Creates a checklist for the specified task

Create subtask

Creates a new subtask under the specified task

Create list

Creates a new list

Add comment

Adds a comment to the specified task

Create task using template

Creates a new task using an existing template

Create task

Creates a new task under the selected list

Update list

Updates the details of the specified list

Update task

Updates the details of the specified task

Update task custom field

Updates the details of an existing task custom field

Fetch task

Fetches the details of an existing task by ID and custom fields

What is Fortnox?

Fortnox is a web-based accounting and invoicing platform. You can collaborate with accounting consultants, manage insurance, and follow up on employee attendance and salary deductions.

Accounting

What is ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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