Integrate Agendor with Fortnox

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

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Create an invoice in Fortnox for recently won deals in Agendor

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Fortnox for every finalised deal in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new invoice in Fortnox.
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Create an invoice in Fortnox for recently won deals in Agendor

Agendor + Fortnox

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Supported triggers and actions

Integrate Agendor and Fortnox using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

Person updated

Triggers when the details of a person is updated

Deal updated

Triggers when a the details of a deal is updated

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Order created

Triggers when a new order is created

Invoice created

Triggers when a new invoice is created

Supplier created or updated

Triggers when a supplier is created or updated

Offer created

Triggers when a new offer is created

Article created or updated

Triggers when an article 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

All Actions - Actions are the automated tasks

Create person

Creates a person .

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create company

Creates a new company

Update person

Updates the details of the specified person

Update deal status

Updates the status of the specified deal

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

Fetch user

Fetches the details of the specified user

Create offer

Creates a new offer

Send invoice email

Sends an existing invoice as an email using the configured email information

Create invoice

Creates a new invoice

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 order

Creates a new order

Create article

Creates a new article

Create supplier

Creates a new supplier

Update invoice

Updates the details of an existing invoice

Update supplier

Updates the details of an existing supplier

Update customer

Updates the details of an existing customer

Update order

Updates the details of an existing order

Update article

Updates the details of an existing article

Fetch project

Fetches the details of an existing project

Fetch customer

Fetches the details of an existing customer

Fetch supplier invoice

Fetches the details of an existing supplier invoice

Fetch supplier

Fetches the details of an existing supplier

Fetch article

Fetches the details of an existing article

Fetch order

Fetches the existing order details

Fetch invoice

Fetches the details of an existing invoice

Fetch offer

Fetches the details of an existing offer

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions 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

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.

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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

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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