Integrate Fortnox with Yodiz

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

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Create a new task in Yodiz when a order is created in Fortnox

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Yodiz 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 the selected user story in Yodiz.
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Create a new task in Yodiz when a order is created in Fortnox

Fortnox + Yodiz

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Supported triggers and actions

Integrate Fortnox and Yodiz using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

Invoice created

Triggers when a new invoice is created

Supplier created

Triggers when a new supplier is created

Order created

Triggers when a new order is created

Supplier invoice created

Triggers when a new supplier invoice is created

Epic created

Triggers when a new epic is created

User story created

Triggers when a new user story is created

Task created

Triggers when a new task is created in a user story

Issue created

Triggers when a new issue is created

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create supplier

Creates a new supplier

Create order

Creates a new order

Fetch invoice

Fetches the details of an existing invoice by document number

Fetch supplier invoice

Fetches the details an existing supplier invoice by order 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 customer - By name or email address

Fetches the details of an existing customer by name, email address, or both

Fetch order

Fetches the details of an existing order by document number

Create task

Creates a new task in the selected user story

Create issue

Creates a new issue

Create user story

Creates a new user story

Update user story

Updates the details of an existing user story

Create epic

Creates a new epic

Update epic

Updates the details of an existing epic

Update issue

Updates the details of an existing issue

Update task

Updates the details of an existing task

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 Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

Project Management

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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 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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CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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