Fortnox + Slack
Create Slack messages in private channels for new Fortnox customers
Stay informed on new customer additions in Fortnox by receiving concise notifications in Slack. With this workflow, whenever a new customer is added in Fortnox, a private channel message will be sent in Slack to keep your team updated. This real-time communication ensures everyone stays in the loop and can seamlessly coordinate on client onboarding and follow-ups.
Stay informed on new customer additions in Fortnox by receiving concise notifications in Slack. With this workflow, whenever a new customer is added in Fortnox, a private channel message will be sent in Slack to keep your team updated. This real-time communication ensures everyone stays in the loop and can seamlessly coordinate on client onboarding and follow-ups.
- When this happens...Customer Created
Triggers when a new customer is created or first time we see an update on it.
- automatically do this!Send Private Channel Message
Triggers when a new message is posted to a specific #private-channel or multi-dm.
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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
