Create draft emails in Microsoft Outlook for new customers created in Fortnox
This workflow starts whenever a new customer is added in Fortnox, followed by the generation of a draft email in Microsoft Outlook. An ideal solution for managing customer correspondence effectively, this process eliminates manual email entry, enhancing efficiency and leaving more time for other tasks.
- When this happens...

Customer CreatedTriggers when a new customer is created or first time we see an update on it.TriggerPolling - automatically do this!

Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.ActionWrite
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More things you can do with Fortnox and Microsoft Outlook
Discover other triggers and actions you can use with Fortnox and Microsoft Outlook
Customer CreatedTriggers when a new customer is created or first time we see an update on it.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Invoice Fully PaidTriggers when an invoice is fully paid.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ArticleTriggers when a new article is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- HTTP MethodRequired
- EndpointRequired
- Query Parameters
- Request Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
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 app- Customer NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DescriptionRequired
- 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 found- Customer NumberRequired
- 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
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 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
- Invoice Type
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- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Flagged EmailTriggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Event
- Merge with existing attendees?
- Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Distribution listRequired
- User emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Folder NameRequired
- Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- Mark asRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Categories to RemoveRequired
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send From (Shared Mailbox)
- Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- ImportanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- ContactRequired
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calendar
- SearchTermRequired
- Start Date & Time
- End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_info
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group email address or IDRequired
- Search Term
- Start Date & Time
- End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your app- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
Invoice BookkeptTriggers when an invoice is bookkept.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Invoice Payment BookkeptTriggers when an invoice payment is bookkept.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New OrderTriggers 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 ZapPollingZapier checks for new data every 15 min on the Free plan- Invoice 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
- Invoice Type
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
- Housework Type
- Housework?
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 app- Customer NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Article 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 found- NameRequired
- 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
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- Order 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
Cancelled Calendar EventTriggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Shared MailboxRequired
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Email IDRequired
- CategoriesRequired
- Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Destination FolderRequired
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- First NameRequired
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send From (Shared Mailbox)
- Email IDRequired
- To RecipientsRequired
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send From (Shared Mailbox)
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- First Name
- Last Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Folder_info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Folder
- First NameRequired
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
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



