Manage new Fortnox invoices by creating items in monday.com
When an invoice is successfully bookkept in Fortnox, this workflow efficiently creates a new item in your monday.com app. Ideal for businesses seeking streamlined financial processes, this automation boosts productivity by ensuring consistent real-time updates between your management systems. Easily manage and track invoices with no extra effort, allowing you more time to focus on other critical business operations.
When an invoice is successfully bookkept in Fortnox, this workflow efficiently creates a new item in your monday.com app. Ideal for businesses seeking streamlined financial processes, this automation boosts productivity by ensuring consistent real-time updates between your management systems. Easily manage and track invoices with no extra effort, allowing you more time to focus on other critical business operations.
- When this happens...Invoice Bookkept
Triggers when an invoice is bookkept.
- automatically do this!Create Item
Create a new Item in a board
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Customer Created
Triggers when a new customer is created or first time we see an update on it.
Try ItInvoice Fully Paid
Triggers when an invoice is fully paid.
Try ItNew Article
Triggers when a new article is created.
Try ItInvoice numberRequired
Invoice Bookkept
Triggers when an invoice is bookkept.
Try ItInvoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try ItNew 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 ItName
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