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 module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
New user
Triggers when a new user is created
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
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
New lead
Triggers when a new lead is created
Updated module entry
Triggers when an entry is updated in the selected module
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 user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Add tags
Adds tags to the specified record
Update module entry
Updates the specified module entry
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch inventory template
Fetches an inventory template using ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by 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 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 Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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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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