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
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Fortnox.
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
Event updated
Triggers when a calendar event is updated
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Deal updated as won
Triggers when a deal is updated as won
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
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
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Update person
Updates the details of an existing contact person
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
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
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 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.
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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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