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Quickly connect Fortnox to GetAccept with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Fortnox with GetAccept - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Customer Created" from Fortnox.
Add your action
An action happens after the trigger—such as "Archive Document" in GetAccept.
You’re connected!
Zapier seamlessly connects Fortnox and GetAccept, automating your workflow.
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Frequently Asked Questions about Fortnox + GetAccept integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fortnox and GetAccept
What is needed to set up an integration between Fortnox and GetAccept?
To set up the integration between Fortnox and GetAccept, you will need access to both accounts. We recommend having admin access to ensure all permissions are in place. With our platform, you'll begin by connecting your Fortnox account followed by connecting your GetAccept account. Our system guides you through setting up triggers like 'New Invoice' in Fortnox or actions such as 'Send Document' in GetAccept.
Can I trigger actions in GetAccept based on specific changes in Fortnox?
Yes, you can trigger specific actions in GetAccept based on changes or updates in Fortnox. For instance, when a new customer is added or an invoice is created in Fortnox, we can automatically initiate sending a document for signing via GetAccept.
How does syncing data between Fortnox and GetAccept occur?
Syncing data between Fortnox and GetAccept occurs through defined triggers and actions. Our integration platform monitors events like 'Invoice Paid' in Fortnox and performs predefined actions like updating a document's status in GetAccept, ensuring seamless data flow.
Are there any limitations on the types of documents that can be sent from GetAccept after triggering from Fortnox?
While most standard document types can be sent from GetAccept upon triggering from an event in Fortnox, it’s important to check if your specific document format meets our criteria for automated sending. We support formats such as PDFs commonly used for invoices and contracts.
Is it possible to customize the triggers within this integration?
Yes, the integration supports customization of triggers. You can choose which specific events in Fortnox should trigger actions in GetAccept. This allows you to tailor the workflow according to your business needs without manual intervention.
What happens if there is an error during the integration process between these two platforms?
If there is an error during the integration process, we provide detailed logs and error reports that help diagnose issues quickly. Support is also available should you need assistance resolving setup errors to ensure smooth operation.
Can I automate sending follow-up documents with this integration?
Absolutely, follow-up documents can be automated using our integration when certain conditions are met within your workflow. For example, a follow-up notification or reminder can be sent from GetAccept when an invoice remains unpaid past its due date as tracked by Fortnox.
Connect Fortnox and GetAccept to integrate crucial parts of your business
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer Created
Triggers when a new customer is created or first time we see an update on it.
Try ItTriggerPolling - Invoice Fully Paid
Triggers when an invoice is fully paid.
Try ItTriggerPolling - New Article
Triggers when a new article is created.
Try ItTriggerPolling - Invoice numberRequired
ActionWrite
- Invoice Bookkept
Triggers when an invoice is bookkept.
Try ItTriggerPolling - Invoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try ItTriggerPolling - 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.
Try ItTriggerPolling - Name
- 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
ActionWrite
