monday.com + QuickBooks Online

Create items in monday.com for new projects in QuickBooks Online

Unleash the power of automation between QuickBooks Online and monday.com by setting up this workflow. Whenever a new project is established in QuickBooks Online, the process will create an item for it in your monday.com workspace. This efficient linkage saves you time copying project details across platforms, making your project management seamless and manageable. Keep your teams in sync and ensure no new project goes untracked with this streamlined process.

Unleash the power of automation between QuickBooks Online and monday.com by setting up this workflow. Whenever a new project is established in QuickBooks Online, the process will create an item for it in your monday.com workspace. This efficient linkage saves you time copying project details across platforms, making your project management seamless and manageable. Keep your teams in sync and ensure no new project goes untracked with this streamlined process.

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

    Triggers when a new project is created.

    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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monday logo

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

  • Project Management

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quickbooks logo

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.
Learn more

Related categories

  • Accounting

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