Fortnox + Zoho Books

Create or update customer in Fortnox when new customers appear in Zoho Books

Streamline your customer management by connecting Zoho Books and Fortnox. With this workflow, each time you add a new customer in Zoho Books, the details are swiftly reflected in Fortnox, either updating existing customer record or creating a new one. It aids in keeping the customer bases in both the systems coordinated, saving you the hassle of manual updates.

Streamline your customer management by connecting Zoho Books and Fortnox. With this workflow, each time you add a new customer in Zoho Books, the details are swiftly reflected in Fortnox, either updating existing customer record or creating a new one. It aids in keeping the customer bases in both the systems coordinated, saving you the hassle of manual updates.

  1. When this happens...
    Zoho BooksZoho Books
    New Customer

    Triggers when a new customer is created.

    TriggerInstant
  2. automatically do this!
    FortnoxFortnox
    Create or Update Customer

    Creates or updates a customer

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Instant
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    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • PAN Number

    • GSTIN or UIN

    • GST Treatment

    • Place of Contact

    • Contact NameRequired

    • Company Name

    • First Name

    • Last Name

    • Email

    • Website

    • Phone

    • Mobile

    • Billing Address Address

    • Billing Address City

    • Billing Address Zip

    • Billing Address State

    • Billing Address Country

    • Billing Address Fax

    • Shipping Address Address

    • Shipping Address City

    • Shipping Address State

    • Shipping Address Country

    • Shipping Address Fax

    • Shipping Address Zip

    • Payment Terms

    • Notes

    • Vat Treatment

    • Tax Treatment

    • TRN Number

    • Place of Supply

    Action
    Write
    • OrganizationRequired

    • Customer NameRequired

    • Invoice Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Discount

    • Exchange Rate

    • Item NameRequired

    • Description

    • QuantityRequired

    • RateRequired

    • Discount ($)

    • Payment Options

    • Shipping Charge

    • Adjustment

    • Allow Partial Payment

    • Notes

    • Send

    • VAT Treatment

    • Tax Treatment

    • Reference Number

    Action
    Write
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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
zoho-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

  • Accounting
  • Zoho