Fortnox and Salesflare

Accounting fortnox.se ↗

How to connect Fortnox

Via Zapier — 30 operations available. Set it up ↗
Via Make — 47 modules available. Set it up ↗

What you can automate

When customer Created in Fortnox, find or create account, then find or create contact, then add contact to account in Salesflare.
When invoice Fully Paid in Fortnox, create opportunity, then find or create contact in Salesflare.
When new Order in Fortnox, create opportunity, then find or create contact in Salesflare.

About Fortnox

Fortnox is a cloud-based platform that meets the needs of small businesses and accounting agencies for programs and services that can manage their finances efficiently.

Fortnox operations on Zapier

Triggers (6)

Start a workflow when this happens

Customer Created — Triggers when a new customer is created or first time we see an update on it.
Invoice Bookkept — Triggers when an invoice is bookkept.
Invoice Fully Paid — Triggers when an invoice is fully paid.
Invoice Payment Bookkept — Triggers when an invoice payment is bookkept.
New Article — Triggers when a new article is created.

Show 1 more triggers

New Order — Triggers when a new order is created. Note that a order created from an Offer may have rows but if you just created the order manually it will probably not. Please use something like "Delay by Zapier" and then fetch the order again using "Find Order" to give yourself more time to set rows and other properties.

Actions (17)

Things Salesflare can make it do

API Request — Make a custom API request to Fortnox
Bookkeep Invoice — Bookkeep an existing invoice.
Create Invoice — Creates an Invoice
Create Invoice From Order — Creates invoice out of given order. The Invoice number can be found in "Invoice Reference"
Create Invoice Row — Creates an Invoice Row for an existing invoice.

Show 12 more actions

Create Order Row — Creates an Order Row for an existing Order.
Create or Update Article — Creates or Updates Article
Create or Update Cost Center — Creates or Updates Cost Center based on Cost Center Code
Create or Update Customer — Creates or updates a customer
Create or Update Order — Creates or Updates Order
Create or Update Project — Updates existing project or create a new one from given project number.
Find or Create Article — Find or Create Article using Article Number
Find or Create Article By Name — Find or Create Article using Article Name
Find or Create Customer — Find or Create Customer using Customer Number
Find or Create Customer By Name — Find or Create Customer using Customer Name
Find or Create Invoice — Find or Create Invoice using Document Number
Find or Create Order — Find or Create Order using Document Number

Searches (7)

Look up existing records

Find Article — Finds a Article
Find Article by Name — Finds a Article by Name
Find Customer — Finds a customer based on customer number.
Find Customer by Name — Finds a customer based on exact name matching
Find Invoice — Finds a invoice based on document number.

Show 2 more searches

Find Order — Finds a Order based on order number
Find Order — Finds a Order based on order number

Fortnox operations on Make

Actions (37)

Things Salesflare can make it do

Cancel a Supplier Invoice — Cancels a supplier invoice.
Cancel an Invoice — Cancels an invoice.
Create a Customer — Creates a new customer.
Create a Project — Creates a new project.
Create a Supplier — Creates a new supplier.

Show 32 more actions

Create a Supplier Invoice — Creates a new supplier invoice.
Create an Absence Transaction — Creates a new absence transaction.
Create an Article — Creates a new article.
Create an Attendance Transaction — Creates a new attendance transaction.
Create an Employee — Creates a new employee.
Create an Expense — Creates a new expense.
Create an Invoice — Creates a new invoice.
Delete a Customer — Deletes a customer.
Delete a Project — Deletes a project.
Delete an Absence Transaction — Deletes an absence transaction.
Delete an Article — Deletes an article.
Download an Invoice — Previews an invoice as pdf.
Make an API Call — Performs an arbitrary authorized API call.
Retrieve a Customer — Retrieves a specific invoice.
Retrieve a Project — Retrieves a specific project.
Retrieve a Supplier — Retrieves a specific supplier.
Retrieve a Supplier Invoice — Retrieves a specific supplier invoice.
Retrieve an Absence Transaction — Retrieves a specific absence transaction.
Retrieve an Article — Retrieves a specific article.
Retrieve an Attendance Transaction — Retrieves a specific attendance transaction.
Retrieve an Employee — Retrieves a specific employee.
Retrieve an Expense — Retrieves a specific expense.
Retrieve an Invoice — Retrieves a specific invoice.
Update a Customer — Updates a customer.
Update a Project — Updates a project.
Update a Supplier — Updates a supplier.
Update a Supplier Invoice — Updates a supplier invoice.
Update an Absence Transaction — Updates an absence transaction.
Update an Article — Updates an article.
Update an Attendance Transaction — Updates an attendance transaction.
Update an Employee — Updates an employee.
Update an Invoice — Updates an invoice.

Searches (10)

Look up existing records

List Absence Transactions — Retrieves a list of all absence transactions.
List Articles — Retrieves a list of all articles.
List Attendance Transactions — Retrieves a list of all attendance transactions.
List Customers — Retrieves a list of all customers.
List Employees — Retrieves a list of all employees.