Recipe - Create Customer

When status changes to something create customer

This recipe creates a new contact in your Fortnox account when a status changes to a value that you set.

1. Enter the Integrations Centre by clicking "Integrate" at the top of the screen or enter through the 3 dots overflow menu.
   
   
   
   
   
2. Find and select the Fortnox Invoice feature.
   
   
3. Select the recipe: 'When status changes to something create customer'.
   
   
4. Authorise Fortnox and monday.com.
   
   
5. Configure the recipe.
   
   
6. Map the fields that will be pulled from monday.com into your Fortnox account upon status change
   
   Please note the following specifications for column types to ensure the correct information is mapped from monday.com in Fortnox.
   
   The following fields are required:
   • Customer Name - The customer to issue the invoice.
     
     
7. Map the fields that will be pulled from monday.com into your Fortnox account upon status change
   The following fields are optional:
   • Customer Address - The Address line of the customer
   • Customer Address 2 - The Address line 2 of the customer
   • Customer City - The city of the customer address
   • Customer Country Code - The country code of the customer address
   • Customer Postcode - The postcode/zip code of the customer address
   • Customer Phone - The phone number of the customer
   • Customer Email - The email address of the customer
     
8. Select 'Add To Board' to complete.
   
   
9. You will see a green toggle button with the label 'On' to confirm that the integration is active.
   
   

If you would like additional information to be added to the customer in Fortnox, please email support@luxie.tech