monday.com + QuickBooks Online

Update items in monday.com when customers are updated in QuickBooks Online

Keep your project management updated with this workflow. When there's an update to a customer in QuickBooks Online, a new item will be created on your monday.com board. This helps ensure everyone stays informed and cuts down manually moving information between systems. Save time, maintain accuracy and streamline your business processes with this automation.

Keep your project management updated with this workflow. When there's an update to a customer in QuickBooks Online, a new item will be created on your monday.com board. This helps ensure everyone stays informed and cuts down manually moving information between systems. Save time, maintain accuracy and streamline your business processes with this automation.

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

    Triggers when an existing customer is updated.

    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.

Related categories

  • Accounting

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