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
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Fortnox.
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 pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
New action
Triggers when a new action is created
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
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 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
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.
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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