Installation
Get the Most Out of the App
FAQs - Frequently Asked Questions
IMPORTANT: Always check the Notes section in your HubSpot deal to view the status of your integration run
What exactly does this integration do?
This integration helps you:
Turn your HubSpot deals into Fortnox invoices or orders
Keep your HubSpot and Fortnox product and customer data in sync
View financial information within HubSpot contact and companies
Use the app as a workflow action in HubSpot Workflows
Track sync status in your deal notes
What exactly does this integration do?
This integration helps you:
Turn your HubSpot deals into Fortnox invoices or orders
Keep your HubSpot and Fortnox product and customer data in sync
View financial information within HubSpot contact and companies
Use the app as a workflow action in HubSpot Workflows
Track sync status in your deal notes
What exactly does this integration do?
This integration helps you:
Turn your HubSpot deals into Fortnox invoices or orders
Keep your HubSpot and Fortnox product and customer data in sync
View financial information within HubSpot contact and companies
Use the app as a workflow action in HubSpot Workflows
Track sync status in your deal notes
Q: I get this error when I try to create invoices/orders in Fortnox using this integration: "The workflow execution failed due to this error: There is no active license for the desired scope".
Fortnox requires a few scopes enabled before you can create an invoice or order:
Fa: Invoice
Oo: Order & Quote
Ar: Asset register
If you are looking to create an invoice, then please ensure that Fa and Ar are enabled.
If you are creating an order, then you would need Oo and Ar scopes.
Required scopes are shown in the image below:
Watch the video below for detailed instructions:
Q: I get this error when I try to create invoices/orders in Fortnox using this integration: "The workflow execution failed due to this error: There is no active license for the desired scope".
Fortnox requires a few scopes enabled before you can create an invoice or order:
Fa: Invoice
Oo: Order & Quote
Ar: Asset register
If you are looking to create an invoice, then please ensure that Fa and Ar are enabled.
If you are creating an order, then you would need Oo and Ar scopes.
Required scopes are shown in the image below:
Watch the video below for detailed instructions:
Q: I get this error when I try to create invoices/orders in Fortnox using this integration: "The workflow execution failed due to this error: There is no active license for the desired scope".
Fortnox requires a few scopes enabled before you can create an invoice or order:
Fa: Invoice
Oo: Order & Quote
Ar: Asset register
If you are looking to create an invoice, then please ensure that Fa and Ar are enabled.
If you are creating an order, then you would need Oo and Ar scopes.
Required scopes are shown in the image below:
Watch the video below for detailed instructions:
Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?
Open the 'Notes' section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successful invoice/order. If the integration ran into any errors, complete error details will be shown as well. You can make necessary changes and then click on the 'Replay' button in the note to re-run the integration.
Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?
Open the 'Notes' section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successful invoice/order. If the integration ran into any errors, complete error details will be shown as well. You can make necessary changes and then click on the 'Replay' button in the note to re-run the integration.
Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?
Open the 'Notes' section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successful invoice/order. If the integration ran into any errors, complete error details will be shown as well. You can make necessary changes and then click on the 'Replay' button in the note to re-run the integration.
Q: I don't have access to HubSpot Workflows. What should I do?
HubSpot Workflows feature is included in Sales Hub, Service Hub, Marketing Hub and Operations Hub Professional plans. Please check and upgrade your existing plan to get access.
Q: I don't have access to HubSpot Workflows. What should I do?
HubSpot Workflows feature is included in Sales Hub, Service Hub, Marketing Hub and Operations Hub Professional plans. Please check and upgrade your existing plan to get access.
Q: I don't have access to HubSpot Workflows. What should I do?
HubSpot Workflows feature is included in Sales Hub, Service Hub, Marketing Hub and Operations Hub Professional plans. Please check and upgrade your existing plan to get access.
Q: I have installed the app, but how do I create the invoice/order now?
You have two options:
Use automatic creation: Set up triggers for specific deal stages in Sync Settings > Customer Sync Settings
Use the app as a workflow-action in HubSpot Workflows
Don't forget to check the deal notes after the integration runs
Q: I have installed the app, but how do I create the invoice/order now?
You have two options:
Use automatic creation: Set up triggers for specific deal stages in Sync Settings > Customer Sync Settings
Use the app as a workflow-action in HubSpot Workflows
Don't forget to check the deal notes after the integration runs
Q: I have installed the app, but how do I create the invoice/order now?
You have two options:
Use automatic creation: Set up triggers for specific deal stages in Sync Settings > Customer Sync Settings
Use the app as a workflow-action in HubSpot Workflows
Don't forget to check the deal notes after the integration runs
Q: Will the invoice/order be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order in Fortnox. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
Q: Will the invoice/order be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order in Fortnox. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
Q: Will the invoice/order be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order in Fortnox. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
Q: I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders?
Yes, you can set up HubSpot Workflows and add the Cloudify app as a workflow-action to achieve invoice/order creation.
Q: I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders?
Yes, you can set up HubSpot Workflows and add the Cloudify app as a workflow-action to achieve invoice/order creation.
Q: I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders?
Yes, you can set up HubSpot Workflows and add the Cloudify app as a workflow-action to achieve invoice/order creation.
Q: Can I connect my HubSpot account with multiple Fortnox accounts using Cloudify's app?
No. You can only connect one Fortnox account to one HubSpot account at a time. However, you can connect a new Fortnox account if needed, by disconnecting the existing Fortnox connection.
Q: Can I connect my HubSpot account with multiple Fortnox accounts using Cloudify's app?
No. You can only connect one Fortnox account to one HubSpot account at a time. However, you can connect a new Fortnox account if needed, by disconnecting the existing Fortnox connection.
Q: Can I connect my HubSpot account with multiple Fortnox accounts using Cloudify's app?
No. You can only connect one Fortnox account to one HubSpot account at a time. However, you can connect a new Fortnox account if needed, by disconnecting the existing Fortnox connection.
Q: I am unable to import my Fortnox customer and product data to HubSpot with this application.
The integration syncs customer and product data from HubSpot to Fortnox only, not the other way around.
Q: I am unable to import my Fortnox customer and product data to HubSpot with this application.
The integration syncs customer and product data from HubSpot to Fortnox only, not the other way around.
Q: I am unable to import my Fortnox customer and product data to HubSpot with this application.
The integration syncs customer and product data from HubSpot to Fortnox only, not the other way around.