Integrate Teamwork CRM with Fortnox
Send information between Teamwork 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 Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Fortnox each time a deal is closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Fortnox.
Create an invoice in Fortnox for the latest closed deals in Teamwork CRM
Teamwork CRM + Fortnox
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Supported triggers and actions
Integrate Teamwork CRM and Fortnox using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
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
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Fetch company
Fetches the details of an existing company
Fetch product
Fetches the details of an existing product
Fetch contact
Fetches the details of an existing contact
Fetch deal
Fetches the details of an existing deal
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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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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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