Integrate Zoho CRM with Fortnox
Send information between Zoho 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 Zoho CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Fortnox whenever a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Fortnox.
Create an invoice in Fortnox for the latest closed deals in Zoho CRM
Zoho CRM + Fortnox
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Supported triggers and actions
Integrate Zoho CRM 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 module
Triggers when a new module is created
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New note
Triggers when a new note is added
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or 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
Draft email template
Drafts an email based on the selected template
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Add user
Adds a new user
Send mail merge
Sends a mail merge with details of the selected record
Raise signal
Raises a signal to Zoho CRM
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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 Zoho 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.
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CEO, iDAYit
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