Connect Fortnox and Microsoft Office 365 to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Fortnox with Microsoft Office 365 - 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 "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Fortnox and Microsoft Office 365, 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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Connect Fortnox and Microsoft Office 365 to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Fortnox + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fortnox and Microsoft Office 365
What is needed to integrate Fortnox with Microsoft Office 365?
To integrate Fortnox with Microsoft Office 365, you need to have active accounts with both services and necessary permissions in place. You'll also need to use a platform or tool like ours that supports the integration of both services through supported triggers and actions.
Can I automate email notifications for new invoices from Fortnox in Outlook?
Yes, you can set up a trigger within our integration platform that detects new invoices in Fortnox and sends an automated email notification via Outlook in Microsoft Office 365.
How can I sync customer contacts between Fortnox and Office 365?
You can create a task within our integration service that triggers whenever there are new or updated customer contacts in Fortnox, and then sync these changes to your contacts list in Microsoft Office 365.
Is it possible to schedule calendar events in Office 365 based on activities from Fortnox?
Yes, using our platform, you can trigger the creation of calendar events in Office 365 whenever specified activities occur in Fortnox, such as receipt of important orders or deadlines.
Can data be transferred securely between Fortnox and Microsoft Office 365?
Our integration ensures secure data transfer between Fortnox and Microsoft Office 365 by using encrypted connections and adhering to the best security practices.
Can I track changes made to documents shared between Fortnox and OneDrive for Business?
Yes, you can set up triggers that notify you of any changes made to documents stored on OneDrive for Business shared from Fortnox. This allows for real-time tracking of document edits.
What types of files support synchronization between SharePoint and Fortnox?
Our integration supports synchronization of various file types including PDFs, Word documents, Excel spreadsheets, and more between SharePoint sites in Microsoft Office 365 and your Fortnox account.
