Fortnox + Freshsales Suite

Fortnox + Freshsales Suite integrations

Update and manage customers in Fortnox whenever deals are updated in Freshsales Suite

When a deal gets updated in Freshsales Suite, this workflow immediately reflects those changes in Fortnox by creating or updating a customer. This allows for streamlined data management between the two platforms, so you spend less time on tedious updates and more time closing deals. It's simple and seamless, enhancing team efficiency and ensuring your customer information is always up to date.

When this happens...
Deal UpdatedTriggers when a deal is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create or Update CustomerCreates or updates a customer
ActionWrite

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More things you can do with Freshsales Suite and Fortnox

Discover other triggers and actions you can use with Freshsales Suite and Fortnox

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
Invoice Bookkept
Triggers when an invoice is bookkept.
Trigger
Polling
Try It
Invoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Trigger
Polling
Try It
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.
Trigger
Polling
Try It
- Invoice number
  Required
Action
Write
- Customer Number
  Required
- Invoice number
- Invoice date
- Due date
- Currency
- External Invoice Reference
- VAT Included
- Remarks
- Customer's order number
- Customer's reference
- Tax Reduction Type
- Language
- Freight
- Invoice Type
Action
Write
- Invoice Number
  Required
- Article Number
- Description
- Quantity
- Unit
- Price
- Discount
- Discount type
- VAT
- Account number
- Project
- Cost Center
- Stock Point Code
- Housework Type
- Housework?
Action
Write
- Project Number
- Description
  Required
- Contact Person
- Project Leader
- Status
- Start Date
- End Date
- Comments
Action
Write
- Code
  Required
- Description
  Required
- Note
- Active
Action
Write
- Article name
  Required
Action
Search
- Customer Number
  Required
Action
Search
- Document Number
  Required
Action
Search
- Order number
  Required
Action
Search
- Article Number
  Required
- Description
  Required
- Bulky
- Construction Account
- Disposable Quantity
- EAN
- EU Account
- EU VAT Account
- Export Account
- Height
- Width
- Depth
- Weight
- Housework
- Housework Type
- Active
- Manufacturer
- Manufacturer Article Number
- Note
- Purchase Account
- Purchase Price
- Quantity In Stock
- Sales Account
- Stock Goods
- Stock Place
- Stock Value
- Stock Warning
- Supplier Name
- Supplier Number
- Type
- Unit
- VAT
- Webshop Article
- Expired
- Direct Cost
- Freight Cost
- Other Cost
- Stock Account
- Stock Change Account
Action
Search or write
- Name
  Required
- Customer Number
- Customer Email
- Active
- Address 1
- Address 2
- City
- Zip Code
- Country code
- Phone number
- Invoicing email
- Default Delivery Type For Invoice
- Default Delivery Type For Order
- Default Delivery Type For Offer
- Country
- Delivery Country
- Delivery Phone 1
- Delivery Phone 2
- Email Offer
- Email Offer CC
- Email Offer BCC
- Email Order
- Email Order CC
- Email Order BCC
- GLN Delivery
- Invoice Administration Fee
- Invoice Discount
- Invoice Freight
- Phone 2
- Project
- Sales Account
- Terms of Delivery
- Terms of Payment
- Visiting Address
- Visiting City
- Visiting Country
- Visiting Country Code
- Visiting Zip Code
- Way of Delivery
- WWW
- Invoicing email CC
- Invoicing email BCC
- Fax
- Comments
- Currency
- External reference
- GLN
- Invoice remark
- Our reference
- Your reference
- Price List
- Organisation number
- Type
- Show prices with VAT included
- VAT number
- VAT type
- Delivery Address 1
- Delivery Address 2
- Delivery Zip code
- Delivery City
- Delivery Country Code
- Delivery Fax
- Delivery Name
Action
Search or write
- Order Number
  Required
- Customer Number
  Required
- Delivery Date
- Currency
- External Invoice Reference
- VAT Included
- Remarks
- Customer's Order Number
- Customer's Reference
- Tax Reduction Type
- Terms Of Payment
- Terms Of Delivery
- Way Of Delivery
- Language
- Freight
Action
Search or write

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
Customer Created
Triggers when a new customer is created or first time we see an update on it.
Trigger
Polling
Try It
Invoice Fully Paid
Triggers when an invoice is fully paid.
Trigger
Polling
Try It
New Article
Triggers when a new article is created.
Trigger
Polling
Try It
- HTTP Method
  Required
- Endpoint
  Required
- Query Parameters
- Request Body
Action
Write
- Name
- Customer Number
- Customer Email
- Active
- Address 1
- Address 2
- City
- Zip Code
- Country code
- Phone number
- Invoicing email
- Default Delivery Type For Invoice
- Default Delivery Type For Order
- Default Delivery Type For Offer
- Country
- Delivery Country
- Delivery Phone 1
- Delivery Phone 2
- Email Offer
- Email Offer CC
- Email Offer BCC
- Email Order
- Email Order CC
- Email Order BCC
- GLN Delivery
- Invoice Administration Fee
- Invoice Discount
- Invoice Freight
- Phone 2
- Project
- Sales Account
- Terms of Delivery
- Terms of Payment
- Visiting Address
- Visiting City
- Visiting Country
- Visiting Country Code
- Visiting Zip Code
- Way of Delivery
- WWW
- Invoicing email CC
- Invoicing email BCC
- Fax
- Comments
- Currency
- External reference
- GLN
- Invoice remark
- Our reference
- Your reference
- Price List
- Organisation number
- Type
- Show prices with VAT included
- VAT number
- VAT type
- Delivery Address 1
- Delivery Address 2
- Delivery Zip code
- Delivery City
- Delivery Country Code
- Delivery Fax
- Delivery Name
Action
Write
- Document Number
  Required
Action
Write
- Order Number
  Required
- Article Number
- Description
  Required
- Quantity
- Unit
- Price
- Discount
- Discount Type
- VAT
- Account Number
- Project
- Cost Center
- Stock Point Code
Action
Write
- Article Number
- Description
  Required
- Bulky
- Construction Account
- Disposable Quantity
- EAN
- EU Account
- EU VAT Account
- Export Account
- Height
- Width
- Depth
- Weight
- Housework
- Housework Type
- Active
- Manufacturer
- Manufacturer Article Number
- Note
- Purchase Account
- Purchase Price
- Quantity In Stock
- Sales Account
- Stock Goods
- Stock Place
- Stock Value
- Stock Warning
- Supplier Name
- Supplier Number
- Type
- Unit
- VAT
- Webshop Article
- Expired
- Direct Cost
- Freight Cost
- Other Cost
- Stock Account
- Stock Change Account
Action
Write
- Customer Number
  Required
- Order Number
- Delivery Date
- Currency
- External Invoice Reference
- VAT Included
- Remarks
- Customer's Order Number
- Customer's Reference
- Tax Reduction Type
- Terms Of Payment
- Terms Of Delivery
- Way Of Delivery
- Language
- Freight
Action
Write
- Article Number
  Required
Action
Search
- Customer Name
  Required
Action
Search
- Order number
  Required
Action
Search
- Description
  Required
- Article Number
- Bulky
- Construction Account
- Disposable Quantity
- EAN
- EU Account
- EU VAT Account
- Export Account
- Height
- Width
- Depth
- Weight
- Housework
- Housework Type
- Active
- Manufacturer
- Manufacturer Article Number
- Note
- Purchase Account
- Purchase Price
- Quantity In Stock
- Sales Account
- Stock Goods
- Stock Place
- Stock Value
- Stock Warning
- Supplier Name
- Supplier Number
- Type
- Unit
- VAT
- Webshop Article
- Expired
- Direct Cost
- Freight Cost
- Other Cost
- Stock Account
- Stock Change Account
Action
Search or write
- Customer Number
  Required
- Name
- Customer Email
- Active
- Address 1
- Address 2
- City
- Zip Code
- Country code
- Phone number
- Invoicing email
- Default Delivery Type For Invoice
- Default Delivery Type For Order
- Default Delivery Type For Offer
- Country
- Delivery Country
- Delivery Phone 1
- Delivery Phone 2
- Email Offer
- Email Offer CC
- Email Offer BCC
- Email Order
- Email Order CC
- Email Order BCC
- GLN Delivery
- Invoice Administration Fee
- Invoice Discount
- Invoice Freight
- Phone 2
- Project
- Sales Account
- Terms of Delivery
- Terms of Payment
- Visiting Address
- Visiting City
- Visiting Country
- Visiting Country Code
- Visiting Zip Code
- Way of Delivery
- WWW
- Invoicing email CC
- Invoicing email BCC
- Fax
- Comments
- Currency
- External reference
- GLN
- Invoice remark
- Our reference
- Your reference
- Price List
- Organisation number
- Type
- Show prices with VAT included
- VAT number
- VAT type
- Delivery Address 1
- Delivery Address 2
- Delivery Zip code
- Delivery City
- Delivery Country Code
- Delivery Fax
- Delivery Name
Action
Search or write
- Invoice number
  Required
- Customer Number
  Required
- Invoice date
- Due date
- Currency
- External Invoice Reference
- VAT Included
- Remarks
- Customer's order number
- Customer's reference
- Tax Reduction Type
- Language
- Freight
- Invoice Type
Action
Search or write

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.

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Related categories

Accounting

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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Related categories

CRM (Customer Relationship Management)

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