Integrate Teamwork CRM with Fortnox
Send information between Teamwork CRM and Fortnox automatically, without writing any code, using Zoho Flow.
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Create an invoice in Fortnox for the latest closed deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Fortnox each time a deal is closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Fortnox.
Create an invoice in Fortnox for the latest closed deals in Teamwork CRM
Teamwork CRM + Fortnox
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Supported triggers and actions
Integrate Teamwork CRM and Fortnox using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
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 lost reason
Creates a new lost reason
Create note
Creates a new note
Create deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
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 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.
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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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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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