Upsales Fortnox

Upsales + Fortnox Integrations, Built by an AI Agent

Put Upsales + Fortnox to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Upsales and Fortnox below — describe the exact one you want above and the Agent builds it on demand.

Upsales + Fortnox When a new order is created in Upsales, generate an invoice in Fortnox. See details
Turn closed deals into client invoices When a deal is marked won in Upsales, automatically create an invoice in Fortnox so billing can start without delay. See details
Update deal status when payments arrive When a payment is received in Fortnox, automatically update the deal stage in Upsales to keep sales reps informed of account standing. See details
Sync client records between systems When contact details are updated in Upsales, automatically sync the customer record in Fortnox to maintain clean billing profiles. See details

Browse the full workflow library →

Looking to achieve something else with Upsales and Fortnox?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Upsales and Fortnox

Everything Upsales and Fortnox can do inside a workflow — the triggers that start one and the actions that run when it fires.

Upsales Explore Upsales →

Upsales is a sales CRM platform designed to assist fast-growing B2B companies with lead generation, sales pipeline, and account tracking.

Triggers
New Activity

Triggers when an activity is created.

New Appointment

Triggers when an appointment is created.

New Company

Triggers when a company is created.

New Contact

Triggers when contact added to segment.

New Opportunity

Triggers when an opportunity is created.

New Order

Triggers when an order is created.

Actions
Create Appointment

Creates a new appointment on Upsales.

Create Company

Creates a new company on Upsales.

Create Contact

Creates a new contact on Upsales.

New Form Submit

Submits data into a selected Upsales form.

Update Appointment

Updates an appointment on Upsales.

Update Company

Updates a company on Upsales.

Fortnox Explore Fortnox →

Fortnox is a cloud-based accounting and business administration platform built for small and medium-sized enterprises.

Triggers
Customer Created

Triggers when a new customer is created or first time we see an update on it.

Invoice Bookkept

Triggers when an invoice is bookkept.

Invoice Fully Paid

Triggers when an invoice is fully paid.

Invoice Payment Bookkept

Triggers when an invoice payment is bookkept.

New Article

Triggers when a new article is created.

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.

Actions
API Request

Make a custom API request to Fortnox

Bookkeep Invoice

Bookkeep an existing invoice.

Create or Update Customer

Creates or updates a customer

Create Invoice

Creates an Invoice

Create Invoice From Order

Creates invoice out of given order. The Invoice number can be found in "Invoice Reference"

Create Invoice Row

Creates an Invoice Row for an existing invoice.

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Upsales + Fortnox

Is there a pre-built Upsales + Fortnox automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Upsales and Fortnox's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Upsales or Fortnox connector?

No. The Agent works whether or not Upsales or Fortnox already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Fortnox and Upsales streamline the sales-to-finance handoff?

Closing a deal in Upsales can instantly create an invoice in Fortnox, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Fortnox update deal stages in Upsales?

Yes, when a customer settles an invoice in Fortnox, the corresponding deal stage in Upsales can automatically update to reflect a completed transaction.

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