Create new items in monday.com from new sales quotes in Sage Accounting
Optimize your sales process with this powerful integration between Sage Accounting and monday.com. As soon as a new sales quote is created in Sage Accounting, this workflow initiates and quickly generates an item in monday.com. This efficient process eliminates the need for manual transfers and helps keep your sales pipeline up-to-date across both platforms effortlessly.
Optimize your sales process with this powerful integration between Sage Accounting and monday.com. As soon as a new sales quote is created in Sage Accounting, this workflow initiates and quickly generates an item in monday.com. This efficient process eliminates the need for manual transfers and helps keep your sales pipeline up-to-date across both platforms effortlessly.
- When this happens...New Sales Quote
Triggers when a new sales Quote is created.
- automatically do this!Create Item
Create a new Item in a board
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