Integrate Teamgate with Fortnox
Send information between Teamgate and Fortnox automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Fortnox for newly closed deals in Teamgate
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in Fortnox for every finalised deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice in Fortnox.
Generate an invoice in Fortnox for newly closed deals in Teamgate
Teamgate + Fortnox
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Supported triggers and actions
Integrate Teamgate and Fortnox using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal lost
Triggers when a deal is lost
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
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
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch lead
Fetches a lead using ID or name
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
What is Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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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.
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