Integrate Zoho CRM with Fortnox
Send information between Zoho CRM and Fortnox automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
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
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
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 user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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 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 cloud-based accounting platform that helps small businesses and accounting agencies manage their finances efficiently.
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