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monday.com + Xero

Update multiple columns in monday.com when new quotes are created in Xero

Easily manage financial estimates from Xero to monday.com with this handy workflow. Whenever you create a new quote in Xero, it promptly alters specified columns' values in monday.com. This assists in ensuring that financial and project data remain coherent, saving you the effort of manual entry and increasing efficiency. Simplify and streamline your quotation process today with this automated solution.

Easily manage financial estimates from Xero to monday.com with this handy workflow. Whenever you create a new quote in Xero, it promptly alters specified columns' values in monday.com. This assists in ensuring that financial and project data remain coherent, saving you the effort of manual entry and increasing efficiency. Simplify and streamline your quotation process today with this automated solution.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerPolling
  2. automatically do this!
    monday.commonday.com
    Update Item

    Change multiple column values of an item

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories