Integrate Fortnox with Insightly

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

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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
  1. The flow triggers when a new order is created in Fortnox.
  2. Zoho Flow creates a new task in Insightly.
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Create a task in Insightly each time a new order is made in Fortnox

Fortnox + Insightly

Build your own integrations between Fortnox and Insightly

Connect Fortnox and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

Accounting

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.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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