Integrate Fortnox with Zoho Projects

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

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Create a task in Zoho Projects each time a new order is made in Fortnox

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Zoho Projects when a order is created 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 Zoho Projects.
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Create a task in Zoho Projects each time a new order is made in Fortnox

Fortnox + Zoho Projects

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Supported triggers and actions

Integrate Fortnox and Zoho Projects 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

Milestone completed

Triggers when a milestone is marked as completed in the portal

Project comment added

Triggers when a new comment is added to a project

Task list created in project

Triggers when new task list is created

Milestone completed in project

Triggers when a milestone is marked as completed in a specific project

Milestone created in project

Triggers when a new milestone is created in a specific project

Task comment added

Triggers when a new comment is added to a task

Task created in project

Triggers when a new task is created in a specific project

Task or subtask updated

Triggers when a task or subtask is updated in the portal

Task created in layout

Triggers when a new task is created in a specific layout

Task completed

Triggers when a task is marked as completed in the portal

Milestone updated

Triggers when a milestone is updated in the portal

Event updated

Triggers when an existing event is updated

Updated task in layout

Triggers when a task is updated in a specific layout

Milestone updated in project

Triggers when a milestone is updated in a specific project

Event created

Triggers when a new event is created in the portal

Project updated

Triggers when a project's details are updated

Issue comment added

Triggers when a new comment is added to an issue

Issue submitted in project

Triggers when a new issue is submitted in a specific project

Issue updated in project

Triggers when the details of an issue are updated in a specific project

Project created

Triggers when a new project is created in the portal

Updated task in project

Triggers when a task is updated in a specific project

Task completed in project

Triggers when a task is marked as completed in a specific project

Issue updated

Triggers when the details of an issue are updated in the portal

Issue submitted

Triggers when a new issue is submitted in the portal

Task created

Triggers when a new task is created in the portal

Task list completed

Triggers when a task list is completed

Milestone created

Triggers when a new milestone is created in the portal

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

Add comment in task

Adds a new comment to an existing task

Add followers to task

Adds the specified users as followers to a task

Create issue time log

Creates a time log entry for an existing issue

Add client user to company

Adds a new client user to the company

Add client user to project

Adds a new client user to a specific project

Create tag

Creates a new tag in the portal

Create task list

Creates a new task list in a project

Fetch CRM deals

Fetches the CRM deals associated with a project

Fetch project by search term

Fetches the details of an existing project matching a search term like name or key

Associate client company to a project

Associates an existing client company with a specific project

Create project in layout

Creates a new project in under a specific layout

Create issue in layout

Creates a new issue in a project under a specific layout

Add user to portal

Adds a new user to the portal

Create project

Creates a new project in the portal

Add comment in project

Adds a new comment to an existing project

Create issue

Creates a new issue in a project

Create customer

Creates a new customer in the portal

Add comment in issue

Adds a new comment to an existing issue

Add user to project

Adds a new user to a specific project

Create event

Creates a new event in the portal

Associate team to a project

Adds a team to an existing project

Create general time log

Creates a general time log entry for the portal

Create task in layout

Creates a new task in a project under a specific layout

Create milestone

Creates a new milestone in a project

Create task or subtask

Creates a new task or subtask in a project

Create time log for task

Records hours worked on a specific task

Approve time log

Approves a general time log entry

Update issue timelog

Updates the details of an existing issue time log entry

Update customer

Updates the details of an existing customer

Update project in layout

Updates the details of an existing project by ID under a specific layout

Approve issue timelog

Approves a time log entry for an issue

Update task time log

Updates the details of an existing task time log

Update issue in layout

Updates the details of an existing issue by ID under a specific layout

Update time log

Updates the details of an existing general time log

Update task or subtask

Updates the details of an existing task or subtask by ID

Update issue

Updates the details of an existing issue by ID

Update task in layout

Updates the details of an existing task by ID under a specific layout

Update milestone

Updates the details of an existing milestone by ID

Update project

Updates the details of an existing project by ID

Update task list

Updates the details of an existing task list by ID

Approve task timelog

Approves a time log entry for a task

Fetch task in project

Fetches the details of an existing task by ID in a specific project

Fetch option

Fetches the available options for a specific field

Fetch milestone by ID

Fetches the details of an existing milestone by its ID

Fetch user in portal

Fetches the details of a user by ID or email in portal

Fetch customer

Fetches the details of an existing customer

Fetch project by ID

Fetches the details of an existing project by its ID

Fetch task by search term

Fetches the details of an existing task matching a search term like key or name

Fetch customer in a project

Fetches the details of all customer associated with a specific project

Fetch time log

Fetches the details of an existing time log entry by the start end date time, project, owner and billing type

Fetch issue in project

Fetches the details of an existing issue in a project

Fetch team

Fetches the details of an existing team in the portal

Fetch tag

Fetches the details of an existing tag

Fetch task list

Fetches the details of an existing task list

What is Fortnox?

Fortnox is a cloud-based accounting platform that helps small businesses and accounting agencies manage their finances efficiently.

Accounting

What is Zoho Projects?

Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.

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Logic

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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