Fortnox + Pipedrive
Add new Pipedrive organizations as Fortnox customers
You manage your sales with Pipedrive and use Fortnox for bookkeeping. Use this integration to make the two systems work together—each time you have a new organization in Pipedrive, a corresponding customer will be created in Fortnox automatically.
You manage your sales with Pipedrive and use Fortnox for bookkeeping. Use this integration to make the two systems work together—each time you have a new organization in Pipedrive, a corresponding customer will be created in Fortnox automatically.
- When this happens...
New OrganizationTriggers when a new organization is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update CustomerCreates or updates a customer
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
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 Bookkept
Triggers when an invoice is bookkept.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew 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 ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
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
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 appCustomer NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
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 foundCustomer NumberRequired
Name
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInvoice 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
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
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustomer Created
Triggers when a new customer is created or first time we see an update on it.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Fully Paid
Triggers when an invoice is fully paid.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Article
Triggers when a new article is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice 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
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
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 appCustomer NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appArticle 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 foundNameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrder 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
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.
Related categories
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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