Integrate Fortnox with Forecast
Send information between Fortnox and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new task in Forecast when a order is created 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 Forecast 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 Forecast.
Create a new task in Forecast when a order is created in Fortnox
Fortnox + Forecast
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Supported triggers and actions
Integrate Fortnox and Forecast 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
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
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
Add person
Adds a new person
Create client
Creates a new client
Create time registration
Creates a new time registration
Create label
Creates a new label
Create subtask
Creates a new sub task/to-do
Create project
Creates a new project
Create task
Creates a new task
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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.
Learn more >
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
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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
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CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
