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Frequently Asked Questions about Fortnox + Webhooks by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fortnox and Webhooks by Zapier
What is Fortnox?
Fortnox is a cloud-based platform providing accounting, invoicing, and payroll services. It is widely used by businesses in Sweden to manage their financial operations.
How can I integrate Fortnox with Webhooks by Zapier?
The integration between Fortnox and Webhooks by Zapier can be done using 'Zaps'. After signing into your Zapier account, you can create a new Zap where you choose Fortnox as your trigger app and select the specific event that should start the workflow.
What triggers are available for Fortnox in Zapier?
Fortnox offers several triggers, including 'New Customer', 'Invoice Paid', and 'New Article'. These triggers automate actions whenever a specified event occurs in your Fortnox account.
Which actions can I perform with Webhooks by Zapier when integrated with Fortnox?
When using Webhooks by Zapier with Fortnox, you can perform actions such as sending HTTP requests to external platforms or integrating services like CRM systems that accept webhook data. This allows for automation beyond native integrations.
Can I use filters or paths in my Zap when integrating Fortnox with Webhooks?
Yes, when setting up your Zap between Fortnox and Webhooks by Zapier, you can use filters or paths to ensure certain conditions must be met for the action to proceed. This helps in managing complex workflows and ensuring that only specific data triggers an action.
How do I handle authentication when connecting Fortnox to Zapier?
Connecting Fortnox to Zapier requires authentication through OAuth. You need to authorize the connection by logging into your Fortnox account during the setup of a trigger or action which ensures secure data transmission.
Is it possible to test my integration before it goes live?
Yes, during setup of your integration between Fortnox and Webhooks by Zapier, you have the option to test each step of your workflow. This helps ensure everything is functioning correctly before activating your automated process.
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