Create new items in monday.com for every new payment registered in Keap
Stay on top of your finances with this streamlined function. As soon as a new payment is registered in Keap, an item is swiftly created in your monday.com. This automation provides real-time financial updates in your project management tool, allowing for accurate tracking. With this, not only is account management simplified, but it also ensures your projects have up-to-date financial records.
Stay on top of your finances with this streamlined function. As soon as a new payment is registered in Keap, an item is swiftly created in your monday.com. This automation provides real-time financial updates in your project management tool, allowing for accurate tracking. With this, not only is account management simplified, but it also ensures your projects have up-to-date financial records.
- When this happens...New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
- automatically do this!Create Item
Create a new Item in a board
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