Integrate OnePageCRM with Fortnox

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

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Create an invoice in Fortnox for newly acquired deals in OnePageCRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Fortnox whenever a deal is closed in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in Fortnox.
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Create an invoice in Fortnox for newly acquired deals in OnePageCRM

OnePageCRM + Fortnox

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Supported triggers and actions

Integrate OnePageCRM and Fortnox using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

Deal won

Triggers when a deal is won

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

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

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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

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Webhook triggers

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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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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

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

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