Fortnox + Sage Intacct
Create new contacts in Sage Intacct when new customers are added in Fortnox
With this workflow, you can efficiently streamline your customer-management process. When a new customer is added in your Fortnox system, it instantly creates a contact in your Sage Intacct. This helps you maintain well-organized and consistent customer data across both platforms, making the process less time-consuming and less prone to errors.
With this workflow, you can efficiently streamline your customer-management process. When a new customer is added in your Fortnox system, it instantly creates a contact in your Sage Intacct. This helps you maintain well-organized and consistent customer data across both platforms, making the process less time-consuming and less prone to errors.
- When this happens...Customer Created
Triggers when a new customer is created or first time we see an update on it.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Customer Created
Triggers when a new customer is created or first time we see an update on it.
Try ItInvoice Fully Paid
Triggers when an invoice is fully paid.
Try ItNew Article
Triggers when a new article is created.
Try ItHTTP MethodRequired
EndpointRequired
Query Parameters
Request Body
Invoice Bookkept
Triggers when an invoice is bookkept.
Try ItInvoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try ItNew 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 ItInvoice numberRequired