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
- The flow triggers when a new order is created in Fortnox.
- Zoho Flow creates a new task under the selected list in ClickUp.
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.
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.
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 >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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
