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
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new invoice in Fortnox.
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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

Deal updated as lost

Triggers when the status of a deal is updated as lost

Deal updated as won

Triggers when the status of a deal is updated as won

Deal updated as deleted

Triggers when the status of a deal is updated as deleted

Note added

Triggers when a new note is added

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

Event updated

Triggers when a calendar event is updated

Deal updated as open

Triggers when the status of a deal is updated as open

Deal updated

Triggers when the details of an existing deal are updated

Person added

Triggers when a new contact person is added

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

All Actions - Actions are the automated tasks

Add widget

Adds a new widget

Create deal

Creates a new deal

Add action menu

Adds a new action menu

Add lead

Creates a new lead

Add organization

Adds a new organization

Add note

Adds a new note

Undelete deal

Restores a deleted deal and set the status to open

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

Update person

Updates the details of an existing contact person

Fetch event

Fetches the details of an existing event by ID

Fetch person

Fetches the details of an existing person by full name

Fetch organization

Fetches the details of an existing organisation by name

Remove widget

Removes an existing widget using link ID

Remove action menu

Removes an existing action menu using link ID

Search deal

Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.

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

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.

CRM

What is Fortnox?

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

Accounting

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Logic

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Custom functions

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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