Connect Fortnox and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect Fortnox to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Fortnox with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Customer Created" from Fortnox.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Fortnox and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer Created
Triggers when a new customer is created or first time we see an update on it.
Try ItTriggerPolling - Invoice Fully Paid
Triggers when an invoice is fully paid.
Try ItTriggerPolling - New Article
Triggers when a new article is created.
Try ItTriggerPolling - HTTP MethodRequired
- EndpointRequired
- Query Parameters
- Request Body
ActionWrite
- Invoice Bookkept
Triggers when an invoice is bookkept.
Try ItTriggerPolling - Invoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try ItTriggerPolling - 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.
Try ItTriggerPolling - Invoice numberRequired
ActionWrite
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Practical ways you can use Fortnox and monday.com
Sync new Fortnox customers with monday.com boards
When a customer is created in Fortnox, Zapier will automatically add new items to a specific monday.com board. This makes customer data transparent and accessible to team members, reducing time spent on manual updates.
Business OwnerTrack Fortnox invoices in monday.com projects
When an invoice is bookkept in Fortnox, Zapier will update or add an item to your monday.com project board. This ensures marketing budget tracking is seamless, helping teams stay on top of costs in real-time.
Marketing & Marketing OpsLog fully paid invoices in monday.com boards
When an invoice is fully paid in Fortnox, Zapier will create a corresponding item in monday.com. This provides clarity for the sales team, ensuring they can focus on successful deal tracking without overlooking payment updates.
Sales OpsLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Fortnox + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fortnox and monday.com
How do I set up an integration between Fortnox and monday.com?
Setting up an integration requires using our integration platform. You'll start by connecting your Fortnox and monday.com accounts within our dashboard. Make sure you have the necessary permissions from both systems to facilitate this connection.
What triggers can I use for automation between Fortnox and monday.com?
Triggers can include events like new invoices, updated orders, or customer creation in Fortnox. These events can automatically prompt actions such as creating items or updates in monday.com boards.
Can I customize the actions that occur in monday.com based on Fortnox triggers?
Yes, custom actions can be configured. For instance, a new invoice in Fortnox could trigger the creation of a new task or updating an existing item in your monday.com board with specified details.
Are there pre-built integrations available for common use cases?
We offer pre-built templates for common scenarios, such as syncing client data from Fortnox to project management boards on monday.com. These templates provide a great starting point that you can further customize to fit your needs.
Do I need any technical skills to integrate Fortnox with monday.com?
Technical skills are not a prerequisite. Our user-friendly interface guides you through each step of the process; however, understanding your workflow requirements is beneficial for setting up complex automations.
What happens if there is an error during the data transfer?
If an error occurs, our system provides detailed logs and notifications to help you troubleshoot. You can also adjust your settings and re-run the integration without losing any data.
How often does the integration sync between Fortnox and monday.com?
Integrations typically sync based on trigger conditions you define, such as immediately when a specific event occurs in Fortnox, ensuring that your data is updated promptly.
