Fortnox + Paperless Forms
Create or update Fortnox customers from new Paperless Forms entries
Effortlessly manage customer information in your Fortnox app with this automation. Whenever a new entry is submitted through Paperless Forms, this workflow will create or update the corresponding customer in Fortnox. Save time and simplify your data management by bridging the gap between Paperless Forms and Fortnox.
Effortlessly manage customer information in your Fortnox app with this automation. Whenever a new entry is submitted through Paperless Forms, this workflow will create or update the corresponding customer in Fortnox. Save time and simplify your data management by bridging the gap between Paperless Forms and Fortnox.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create or Update Customer
Creates or updates a customer
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Form Name
Try ItInvoice 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 It
