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

Order created

Triggers when a new order is created

Invoice created

Triggers when a new invoice is created

Supplier created

Triggers when a new supplier is created

Supplier invoice created

Triggers when a new supplier invoice is created

Customer created

Triggers when a new customer is created

List created

Triggers when a new list is created

Task status updated

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

Task moved

Triggers when a task is moved in the selected space

Time entry created

Triggers when a new time entry is created

List updated

Triggers when any detail of an existing list is updated

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

Task updated

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

Folder updated

Triggers when any detail of an existing folder is updated

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create customer

Creates a new customer

Create supplier

Creates a new supplier

Create order

Creates a new order

Fetch customer - By name or email address

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

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 order

Fetches the details of an existing order by document number

Fetch supplier - By number

Fetches the details of an existing supplier by number

Fetch supplier invoice

Fetches the details an existing supplier invoice by order number

Create task

Creates a new task under the selected list

Create task using template

Creates a new task using an existing template

Add comment

Adds a comment to the specified task

Create list

Creates a new list

Create subtask

Creates a new subtask under the specified task

Create checklist

Creates a checklist for the specified task

Create folder

Creates a new folder

Update task custom field

Updates the details of an existing task custom field

Update task

Updates the details of the specified task

Update list

Updates the details of the specified list

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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