Integrate Fortnox with Forecast
Send information between Fortnox and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new task in Forecast when a order is created in Fortnox
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Forecast whenever a new order is placed in Fortnox.
How it works
- The flow triggers when a new order is created in Fortnox.
- Zoho Flow creates a new task in Forecast.
Create a new task in Forecast when a order is created in Fortnox
Fortnox + Forecast
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Supported triggers and actions
Integrate Fortnox and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Article created or updated
Triggers when an article is created or updated
Supplier created or updated
Triggers when a supplier is created or updated
Supplier invoice created or updated
Triggers when a supplier invoice is created or updated
Customer created or updated
Triggers when a customer is created or updated
Order created
Triggers when a new order is created
Invoice created
Triggers when a new invoice is created
Offer created
Triggers when a new offer is created
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
All Actions - Actions are the automated tasks
Create article
Creates a new article
Create supplier
Creates a new supplier
Create order
Creates a new order
Create project
Creates a new project
Create supplier invoice
Creates a new supplier invoice
Create voucher
Creates a new voucher
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create offer
Creates a new offer
Send invoice email
Sends an existing invoice as an email using the configured email information
Update supplier
Updates the details of an existing supplier
Update order
Updates the details of an existing order
Update invoice
Updates the details of an existing invoice
Update article
Updates the details of an existing article
Update customer
Updates the details of an existing customer
Fetch supplier
Fetches the details of an existing supplier
Fetch project
Fetches the details of an existing project
Fetch order
Fetches the existing order details
Fetch supplier invoice
Fetches the details of an existing supplier invoice
Fetch offer
Fetches the details of an existing offer
Fetch article
Fetches the details of an existing article
Fetch customer
Fetches the details of an existing customer
Fetch invoice
Fetches the details of an existing invoice
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Create client
Creates a new client
Add person
Adds a new person
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
What is Fortnox?
Fortnox is a cloud-based accounting platform that helps small businesses and accounting agencies manage their finances efficiently.
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What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
