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monday.com + QuickBooks Online

Create new items in monday.com for each new customer in QuickBooks Online

This workflow helps to streamline your customer management by instantly creating a new item in your monday.com board whenever a new customer is added in QuickBooks Online. It helps you to maintain organized records effortlessly, improving your business efficiency by reducing manual data entry. Make your customer management process seamless with this powerful integration.

This workflow helps to streamline your customer management by instantly creating a new item in your monday.com board whenever a new customer is added in QuickBooks Online. It helps you to maintain organized records effortlessly, improving your business efficiency by reducing manual data entry. Make your customer management process seamless with this powerful integration.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Customer

    Triggers when you add a new customer.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories