monday.com + Ponto
Create new monday.com items for each updated balance in Ponto
Stay on top of your financials and manage tasks seamlessly with this workflow. When a new balance is updated in Ponto, this automation creates a new item in monday.com, allowing you to quickly integrate financial data into your project management. Spend less time transferring data manually and ensure your team is always working with the most up-to-date information.
Stay on top of your financials and manage tasks seamlessly with this workflow. When a new balance is updated in Ponto, this automation creates a new item in monday.com, allowing you to quickly integrate financial data into your project management. Spend less time transferring data manually and ensure your team is always working with the most up-to-date information.
- When this happens...New Balance
Triggers when a new balance is detected for an account.
- automatically do this!Create Item
Create a new Item in a board
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AccountRequired
Balance TypeRequired
Try ItAccountRequired
Remittance Information
Remittance Information Type
Requested Execution Date
CurrencyRequired
AmountRequired
Creditor NameRequired
Creditor Account ReferenceRequired
Creditor Account Reference TypeRequired
Creditor Agent
Creditor Agent Type
Item Created In Board Copy
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try It
