Fortnox + Freshsales Suite
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 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.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update CustomerCreates or updates a customer
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
TitleRequired
Associated ModuleRequired
Attendees EmailRequired
From DateRequired
To DateRequired
Targetable IdRequired
Location
Description
Time Zone
Outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Due DateRequired
Owner IdRequired
Outcome IdRequired
Description
Task Type
Collaborators
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Owner IdRequired
Start DateRequired
End DateRequired
Sales Activity TypeRequired
Outcome
Location
Collaborators
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique Identifer NameRequired
Unique IdentifierRequired
Event NameRequired
Additional Event Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Account Name /Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Enter Account ID / NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Invoice Bookkept
Triggers when an invoice is bookkept.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew 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.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
Customer Number
Customer Email
Active
Invoicing email
Invoicing email CC
Invoicing email BCC
Default Delivery Type For Invoice
Default Delivery Type For Order
Default Delivery Type For Offer
Address 1
Address 2
Zip Code
City
Country code
Fax
Comments
Currency
External reference
GLN
Invoice remark
Our reference
Your reference
Phone number
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order NumberRequired
Article Number
DescriptionRequired
Quantity
Unit
Price
Discount
Discount Type
VAT
Account Number
Project
Cost Center
Stock Point Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article Number
DescriptionRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NumberRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustomer NumberRequired
Name
Customer Email
Active
Invoicing email
Invoicing email CC
Invoicing email BCC
Default Delivery Type For Invoice
Default Delivery Type For Order
Default Delivery Type For Offer
Address 1
Address 2
Zip Code
City
Country code
Fax
Comments
Currency
External reference
GLN
Invoice remark
Our reference
Your reference
Phone number
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInvoice numberRequired
Customer NumberRequired
Invoice date
Due date
Currency
External Invoice Reference
VAT Included
Remarks
Customer's order number
Customer's reference
Tax Reduction Type
Language
Freight
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Filter NameRequired
Include Contact Details
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSelect ModuleRequired
Unique IdentifierRequired
File NameRequired
File PathRequired
Share with team
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Deal Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated moduleRequired
Enter NoteRequired
Targetable IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact ID / Mobile Number / External IDRequired
Do You Want to Update Lifecycle Stage and Status
Choose one of the operation
List Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email ID of the UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind ByRequired
Enter Name / Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Account ID / NameRequired
Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustomer Created
Triggers when a new customer is created or first time we see an update on it.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Fully Paid
Triggers when an invoice is fully paid.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Article
Triggers when a new article is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice numberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NumberRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
Article Number
Description
Quantity
Unit
Price
Discount
Discount type
VAT
Account number
Project
Cost Center
Stock Point Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Number
DescriptionRequired
Contact Person
Project Leader
Status
Start Date
End Date
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
DescriptionRequired
Note
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appArticle NumberRequired
DescriptionRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Customer Number
Customer Email
Active
Invoicing email
Invoicing email CC
Invoicing email BCC
Default Delivery Type For Invoice
Default Delivery Type For Order
Default Delivery Type For Offer
Address 1
Address 2
Zip Code
City
Country code
Fax
Comments
Currency
External reference
GLN
Invoice remark
Our reference
Your reference
Phone number
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrder NumberRequired
Customer NumberRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
Related categories
About Freshsales Suite
Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Related categories
Similar apps
