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Fortnox + OptinMonster

Create or update Fortnox customers from new OptinMonster leads

Effortlessly manage your new leads from OptinMonster by creating or updating customers in Fortnox with this automation workflow. Whenever you get a new lead on OptinMonster, this workflow will ensure their information is captured and stored in your Fortnox account, making it easier for you to keep track of potential customers and streamline your sales process. No more manual data entry, save time and focus on converting those leads into paying customers.

Effortlessly manage your new leads from OptinMonster by creating or updating customers in Fortnox with this automation workflow. Whenever you get a new lead on OptinMonster, this workflow will ensure their information is captured and stored in your Fortnox account, making it easier for you to keep track of potential customers and streamline your sales process. No more manual data entry, save time and focus on converting those leads into paying customers.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    FortnoxFortnox
    Create or Update Customer

    Creates or updates a customer

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
  • Fortnox triggers, actions, and search

    Invoice Bookkept

    Triggers when an invoice is bookkept.

    Trigger
    Scheduled
    Try It
  • Fortnox triggers, actions, and search

    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
    Scheduled
    Try It
  • Fortnox triggers, actions, and search

    Customer Created

    Triggers when a new customer is created or first time we see an update on it.

    Trigger
    Scheduled
    Try It
    • Invoice numberRequired

    Action
    Write
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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.
Learn moreHelp

Related categories

  • Accounting
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About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

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