Integrate Fortnox with Insightly

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

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Create a task in Insightly 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 add a new task to Insightly whenever a new order is placed 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 Insightly.
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Create a task in Insightly each time a new order is made in Fortnox

Fortnox + Insightly

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Supported triggers and actions

Integrate Fortnox and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Contact

Triggers when a new contact is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

All Actions - Actions are the automated tasks

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

Create Lead

Creates a new lead

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Task

Creates a new task

What is Fortnox?

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

Accounting

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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