Pipedrive integration with Fortnox
How to Add new Pipedrive organizations as Fortnox customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Pipedrive organizations as Fortnox customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Fortnox integrations
Fortnox actions
Nekton can use any feature that is available in Fortnox API.
Using our advanced AI, you can easily create custom automations for Fortnox.
Here are some typical actions you can do in your automated workflows.
Bookkeep Invoice
Bookkeep an existing invoice.
Create Invoice
Creates an Invoice
Create Invoice Row
Creates an Invoice Row for an existing invoice.
Create or Update Project
Updates existing project or create a new one from given project number.
Create or Update Cost Center
Creates or Updates Cost Center based on Cost Center Code
Find Article by Name
Finds a Article by Name
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.