Integrate Onpipeline with Fortnox
Send information between Onpipeline and Fortnox automatically, without writing any code, using Zoho Flow.
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Create an invoice in Fortnox for recently won deals in Onpipeline
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Fortnox whenever a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Fortnox.
Create an invoice in Fortnox for recently won deals in Onpipeline
Onpipeline + Fortnox
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Supported triggers and actions
Integrate Onpipeline and Fortnox using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated
Triggers when an existing deal is updated
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
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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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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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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