Integrate Fortnox with Insightly
Send information between Fortnox and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightly 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 add a new task to Insightly 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 Insightly.
Create a task in Insightly each time a new order is made in Fortnox
Fortnox + Insightly
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Supported triggers and actions
Integrate Fortnox and Insightly 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 Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
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 Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
