monday.com + Ponto integrations
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.
- When this happens...New BalanceTriggers when a new balance is detected for an account.
- automatically do this!Create ItemCreate a new Item in a board
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More things you can do with Ponto and monday.com
Discover other triggers and actions you can use with Ponto and monday.com
- AccountRequired
- Balance TypeRequired
Try ItTriggerPolling- AccountRequired
- Remittance Information
- Remittance Information Type
- Requested Execution Date
- CurrencyRequired
- AmountRequired
- Creditor NameRequired
- Creditor Account ReferenceRequired
- Creditor Account Reference TypeRequired
- Creditor Agent
- Creditor Agent Type
ActionWrite- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling
- AccountRequired
Try ItTriggerPolling- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant
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