Integrate Fortnox with monday.com to automate your work
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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.
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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 It - Invoice Fully Paid
Triggers when an invoice is fully paid.
Try It - New Article
Triggers when a new article is created.
Try It - Invoice numberRequired
- Invoice Bookkept
Triggers when an invoice is bookkept.
Try It - Invoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try It - 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 It - Name
- Customer Number
- Customer Email
- Active
- Invoicing email
- Invoicing email CC
- Invoicing email BCC
- Default Delivery Type For Invoice
- Default Delivery Type For Order
- Default Delivery Type For Offer
- Address 1
- Address 2
- Zip Code
- City
- Country code
- Fax
- Comments
- Currency
- External reference
- GLN
- Invoice remark
- Our reference
- Your reference
- Phone number
- Price List
- Organisation number
- Type
- Show prices with VAT included
- VAT number
- VAT type
- Delivery Address 1
- Delivery Address 2
- Delivery Zip code
- Delivery City
- Delivery Country Code
- Delivery Fax