Fortnox + Sage Intacct

Create new Sage Intacct contacts from newly created Fortnox customers

Streamline your contact management process with this dynamic workflow between Fortnox and Sage Intacct. When a new customer is added in Fortnox, this automation kicks in to create a contact in Sage Intacct. This way, you keep your records consistent across platforms and save time ordinarily spent on manual data entry. Enjoy seamless and efficient communication with your customers using this workflow.

Streamline your contact management process with this dynamic workflow between Fortnox and Sage Intacct. When a new customer is added in Fortnox, this automation kicks in to create a contact in Sage Intacct. This way, you keep your records consistent across platforms and save time ordinarily spent on manual data entry. Enjoy seamless and efficient communication with your customers using this 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!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    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
sage-intacct logo
sage-intacct logo

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting