Create new items in monday.com from Pennylane estimates
Effortlessly manage your Pennylane estimates by connecting it to monday.com. With this workflow, whenever a new estimate is created in Pennylane, a corresponding item will be added to your monday.com board, streamlining your financial tracking process. Stay organized and ensure that all your estimates are easily accessible in one place.
Effortlessly manage your Pennylane estimates by connecting it to monday.com. With this workflow, whenever a new estimate is created in Pennylane, a corresponding item will be added to your monday.com board, streamlining your financial tracking process. Stay organized and ensure that all your estimates are easily accessible in one place.
- When this happens...New Estimate
Triggers when a new estimate is created or when an estimate matches the filter.
- automatically do this!Create Item
Create a new Item in a board
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