Fortnox + Salesforce
Update invoice rows in Fortnox whenever fields on records are updated in Salesforce
Ensure a smooth and efficient billing process with this seamless Salesforce to Fortnox workflow. Whenever a record field is updated in Salesforce, a corresponding invoice row will be created in Fortnox. This fantastic process not only saves you from time-consuming manual data entry but also significantly reduces the chance of errors, allowing you to focus more on growing your business.
Ensure a smooth and efficient billing process with this seamless Salesforce to Fortnox workflow. Whenever a record field is updated in Salesforce, a corresponding invoice row will be created in Fortnox. This fantastic process not only saves you from time-consuming manual data entry but also significantly reduces the chance of errors, allowing you to focus more on growing your business.
- When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Invoice RowCreates an Invoice Row for an existing invoice.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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
Housework Type
Housework?
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
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier checks for new data every 15 min on the Free planHTTP MethodRequired
EndpointRequired
Query Parameters
Request Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
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
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