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
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new invoice in Fortnox.
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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

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

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal 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

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

Create deal

Creates a new deal

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 Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

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

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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