Integrate Fortnox with Retently
Trigger NPS/CSAT surveys after invoice generation or customer account updates, sync customer financial data and contact details, use feedback scores to enhance customer service and financial advisory services.
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About Fortnox
Fortnox is a cloud-based platform designed for small businesses and accounting agencies, providing tools for efficient financial management, including invoicing and customer management.
Fortnox to Retently
Customer Created
Triggers when a new customer is created or first time we see an update on it.Invoice Fully Paid
Triggers when an invoice is fully paid.New Article
Triggers when a new article is created.Invoice Bookkept
Triggers when an invoice is bookkept.Invoice Payment Bookkept
Triggers when an invoice payment is bookkept.New Order
Triggers when a new order is created.Retently to Fortnox
Bookkeep Invoice
Bookkeeps an existing invoice.Create Invoice
Creates an invoice.Create Invoice Row
Creates an invoice row for an existing invoice.Create or Update Project
Updates an existing project or creates a new one from given project number.Create or Update Cost Center
Creates or updates a cost center based on cost center code.Find Article by Name
Finds an article by name.Find Customer
Finds a customer based on customer number.Find Invoice
Finds an invoice based on document number.Find Order
Finds an order based on order number.Find or Create Article
Finds or creates an article using article number.Find or Create Customer By Name
Finds or creates a customer using customer name.Find or Create Order
Finds or creates an order using document number.Create or Update Customer
Creates or updates a customer.Create Invoice From Order
Creates an invoice out of a given order.Create Order Row
Creates an order row for an existing order.Create or Update Article
Creates or updates an article.Create or Update Order
Creates or updates an order.Find Article
Finds an article.Find Customer by Name
Finds a customer based on exact name matching.Find Order
Finds an order based on order number.Find or Create Article By Name
Finds or creates an article using article name.Find or Create Customer
Finds or creates a customer using customer number.Find or Create Invoice
Finds or creates an invoice using document number.
Alex Bitca
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