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
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Customer created
Triggers when a new customer is created
Supplier created
Triggers when a new supplier is created
Invoice created
Triggers when a new invoice is created
Supplier invoice created
Triggers when a new supplier invoice is created
Order created
Triggers when a new order is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Create order
Creates a new order
Create customer
Creates a new customer
Create supplier
Creates a new supplier
Create invoice
Creates a new invoice
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 supplier - By number
Fetches the details of an existing supplier by number
Fetch order
Fetches the details of an existing order by document number
Fetch customer - By name or email address
Fetches the details of an existing customer by name, email address, or both
Fetch supplier invoice
Fetches the details an existing supplier invoice by order number
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
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 >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
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