Integrate Fortnox with Insightly
Send information between Fortnox and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightly 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 add a new task to Insightly whenever a new order is placed in Fortnox.
How it works
- The flow triggers when a new order is created in Fortnox.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly each time a new order is made in Fortnox
Fortnox + Insightly
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Supported triggers and actions
Integrate Fortnox and Insightly 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
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task 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 Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
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.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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.
Learn more >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
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
