Fortnox + Jobber

Create new Jobber clients from newly created Fortnox customers

Start streamlining your workflow with this automation that connects Fortnox and Jobber. Whenever a new customer is added in Fortnox, it will simultaneously create a new client in Jobber. Save time, eliminate the need for manual data entry, and ensure that your client list in Jobber is always updated with this efficient and practical workflow.

Start streamlining your workflow with this automation that connects Fortnox and Jobber. Whenever a new customer is added in Fortnox, it will simultaneously create a new client in Jobber. Save time, eliminate the need for manual data entry, and ensure that your client list in Jobber is always updated with this efficient and practical workflow.

  1. When this happens...
    FortnoxFortnox
    Customer Created

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

    TriggerPolling
  2. automatically do this!
    JobberJobber
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

  • 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
    Polling
    Try It
    • Invoice numberRequired

    Action
    Write
fortnox-1 logo
fortnox-1 logo

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 more

Related categories

  • Accounting
jobber logo
jobber logo

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
Learn more

Related categories

  • Scheduling & Booking