Integrate Teamwork CRM with Fortnox

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

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Create an invoice in Fortnox for the latest closed deals in Teamwork CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Fortnox each time a deal is closed in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new invoice in Fortnox.
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Create an invoice in Fortnox for the latest closed deals in Teamwork CRM

Teamwork CRM + Fortnox

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Supported triggers and actions

Integrate Teamwork CRM and Fortnox using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note 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 contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create deal

Creates a new deal

Create company

Creates a new company

Fetch company

Fetches the details of an existing company

Fetch product

Fetches the details of an existing product

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

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 Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

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

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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