Loading

Invoice2go + monday.com

Create clients in Invoice2go from new items in monday.com boards

Efficiently manage your new client onboarding process with this monday.com and Invoice2go integration. When a new item is added to a board in monday.com, a client will be created in Invoice2go. This workflow simplifies your client setup, saving you time and keeping your invoicing platform up-to-date with the latest client information.

Efficiently manage your new client onboarding process with this monday.com and Invoice2go integration. When a new item is added to a board in monday.com, a client will be created in Invoice2go. This workflow simplifies your client setup, saving you time and keeping your invoicing platform up-to-date with the latest client information.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    Invoice2goInvoice2go
    Create Client

    Create a client in Invoice2go

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
invoice2go logo
invoice2go logo

About Invoice2go

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.
Help

Related categories

  • Proposal & Invoice Management
monday logo

Related categories

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)