monday.com + Sage Intacct
Update and locate customers in Sage Intacct when specific column values in monday.com boards change
Stay on top of your customer management effortlessly. With this workflow, once a specific column value changes in your monday.com board, the corresponding customer details are promptly retrieved in your Sage Intacct system. This saves time and reduces errors in searching for the relevant customer information, enabling your team to focus on more critical tasks. This seamless link between monday.com and Sage Intacct ensures an efficient and streamlined process to manage your customer data.
Stay on top of your customer management effortlessly. With this workflow, once a specific column value changes in your monday.com board, the corresponding customer details are promptly retrieved in your Sage Intacct system. This saves time and reduces errors in searching for the relevant customer information, enabling your team to focus on more critical tasks. This seamless link between monday.com and Sage Intacct ensures an efficient and streamlined process to manage your customer data.
- When this happens!
TriggerPollingZapier checks for new data every 15 min on the Free plan
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Board IDRequired
Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column TitleRequired
Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group ID
Item NameRequired
Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ItemRequired
Include Updates?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
Item Created In Board Copy
Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
Board KindRequired
Template Id
Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item NameRequired
Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
New Group Title
Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ItemRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
ColumnRequired
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Column to SearchRequired
Include Subitems?
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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
About Sage Intacct
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.
Related categories
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- Create items in monday.com for new HigherGov pursuits
- Create Monday.com items for updated HubSpot deal stages
- Create monday.com items from new Google Forms responses
- Create monday.com items from new or updated spreadsheet rows in Google Sheets
- Create new monday.com items from new Fathom ai summaries
- Create monday.com items for new HubSpot form submissions
- Create detailed events in Google Calendar from new specific column value changes in monday.com boards
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- Post to Slack channels for new items created in monday.com
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- Create items in monday.com for every new order in Shopify
- Create monday.com items for new CallRail phone calls
- Create items in monday.com for new sales invoices in Xero
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
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- Use webhooks to trigger item creation in monday.com
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- Generate new monday.com items from Zoom meeting summaries
- Create new items in monday.com from new leads in facebook lead ads for efficient management
- Update monday.com columns when records are updated in Zapier Tables
- Create items in monday.com from new labeled emails in Gmail
- Create Monday.com items on a board for new Loomly posts
- Create new items in monday.com from new meeting notes in Read AI
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- Update monday.com items each time Shopify customers are updated
- Update monday.com columns when new QuickBooks Online payments are received
- Update Salesforce records with new monday.com board updates
- Send emails in Microsoft Outlook when specific column values in monday.com boards change
- Update offline conversions in Google Ads when specific board column values change in monday.com
- Update items in monday.com instantly when contacts are updated in Apollo
- Create new monday.com items for each new QuickBooks Online estimate
- Send sms/mms in RingCentral when specific column values in monday.com boards are updated
- Create items in monday.com for new leads in Outgrow
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- Create Monday.com items for new QuickBooks Online invoices
- Create items in monday.com for new quotes in Xero
- Add items in monday.com from new rows in Google Sheets (Team Drive)
- Create new monday.com items from updated Pipedrive deals
- Create new Microsoft SharePoint folders for new items in your monday.com board
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- Create new items on monday.com from new outbound messages in Hootsuite
- Create items in monday.com from new tasks or proofs in Lytho
- Create folders in OneDrive for new items in monday.com boards
- Create Frame.io projects from new monday.com items in a board
- Send DocuSign envelopes using a template when specific column values in monday.com boards are updated
- Create EmailOctopus contacts from new items in monday.com boards
- Create items in monday.com for new attendees registered in Eventbrite
- Assign prefilled forms in Jotform when specific column values in monday.com boards are updated
- Create Microsoft Excel rows for new monday.com board items
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- Create monday.com items from new Jobber quote approvals
- Create tasks on Todoist for new items on a monday.com board
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Related Zap Templates
- Create items on a monday.com board for new rows on Google Sheets
- Add items to monday.com for new emails in Gmail [Business Gmail Accounts Only]
- Add items in monday.com for new invitees created in Calendly
- Create new folders on Google Drive for new items on a monday.com board
- Create monday.com items from new Google Calendar events
- Create or update Brevo contacts from new items in monday.com boards
- Send Offline Conversion to Google Ads for New Item in Board in monday.com
- Create new tasks in ClickUp from items in monday.com
- Add new items in monday.com boards to Google Sheets rows
- Create Monday.com items for updated HubSpot deal stages
- Create new monday.com items from new Fathom ai summaries
- Update Google Sheets rows when monday.com column values change
- Create new items in monday.com for each new form submission created in Zapier Interfaces
- Create new monday.com items from Givebutter transactions
- Create new monday.com items for Fireflies.ai meetings instantly
- Create items in monday.com for every new order in Shopify
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Create new items in monday.com for every new request in Jobber
- Create contacts in Google Contacts for new items in a monday.com board
- Generate new monday.com items from Zoom meeting summaries
- Create items in monday.com from new labeled emails in Gmail
- Create new items in monday.com for every new inquiry in HoneyBook
- Update monday.com columns when new QuickBooks Online payments are received
- Update offline conversions in Google Ads when specific board column values change in monday.com
- Send sms/mms in RingCentral when specific column values in monday.com boards are updated
- Create items in monday.com when calls end in RingCentral
- Create Monday.com items for new QuickBooks Online invoices
- Create new monday.com items from updated Pipedrive deals
- Send sms via ClickSend SMS when specific column values change on monday.com board
- Create folders in OneDrive for new items in monday.com boards
- Create EmailOctopus contacts from new items in monday.com boards
- Create Microsoft Excel rows for new monday.com board items
- Create issues in Linear for new items in monday.com boards
- Create new items in monday.com for every new loop in Dotloop
- Create monday.com items on boards for new form submissions in Gravity Forms
- Create monday.com items from new Squarespace Forms form submissions
- Generate monday.com items from new tasks in Google Tasks
- Add items to monday.com for new entries on Wufoo
- Add new responses in Google Forms as items on monday.com boards
- Create monday.com items from new appointments in Acuity Scheduling
- Create monday.com items with new form entries in WPForms
- Send Offline Conversion to Google Ads for New Update in Board in monday.com
- Create items in monday.com from new Microsoft Outlook emails
- Create monday.com items from new Google Forms responses
- Create monday.com items for new HubSpot form submissions
- Post to Slack channels for new items created in monday.com
- Add new Apollo contacts to monday.com as items
- Create new items in monday.com for new users in LearnWorlds
- Create new monday.com items from LearnWorlds form submissions
- Create monday.com items for new CallRail phone calls
- Create Monday.com items for new tl;dv notes
- Create items in monday.com for new Planning Center form submissions
- Create items in monday.com when new quotes are accepted in Quotient
- Create new items in monday.com from new leads in facebook lead ads for efficient management
- Create Monday.com items on a board for new Loomly posts
- Create items in monday.com from new reservations in Guesty
- Update Salesforce records with new monday.com board updates
- Update items in monday.com instantly when contacts are updated in Apollo
- Create items in monday.com for new leads in Outgrow
- Create new items in monday.com from parsed emails in Mailparser
- Create items in monday.com for new quotes in Xero
- Create new Microsoft SharePoint folders for new items in your monday.com board
- Create new items on monday.com from new outbound messages in Hootsuite
- Create Frame.io projects from new monday.com items in a board
- Create items in monday.com for new attendees registered in Eventbrite
- Create monday.com items for new Quotient quotes sent
- Create monday.com items from new Jobber quote approvals
- Create columns on monday.com for new Google Ads leads
- Add new monday.com board items to your Google Ads contact list
- Create items in monday.com when new Wix forms are submitted
- Add new WooCommerce orders to monday.com
- Add or update Mailchimp subscribers from new monday.com items
- Create items on monday.com boards for new Typeform entries
- Create monday.com items for new Webflow form submissions
- Create items in monday.com from new leads in Facebook Lead Ads
- Create items in monday.com for new HigherGov pursuits
- Create monday.com items from new or updated spreadsheet rows in Google Sheets
- Create detailed events in Google Calendar from new specific column value changes in monday.com boards
- Monday.com Board to Spreadsheet Row
- Create Motion tasks from new monday.com items
- Update item names in monday.com when specific column values change in board
- Create or update a Monday task from a new comment on a Duda site
- Create items in monday.com for new sales invoices in Xero
- Use webhooks to trigger item creation in monday.com
- Create new items in monday.com from new action items in Fathom
- Generate monday.com items for new emails in Email Parser by Zapier
- Update monday.com columns when records are updated in Zapier Tables
- Create new items in monday.com from new meeting notes in Read AI
- Update monday.com items each time Shopify customers are updated
- Send emails in Microsoft Outlook when specific column values in monday.com boards change
- Create new monday.com items for each new QuickBooks Online estimate
- Create items in monday.com from new rows in Smartsheet for seamless project management
- Create new items in monday.com when stages change in Streak
- Add items in monday.com from new rows in Google Sheets (Team Drive)
- Log completed Quo calls as new items in monday.com
- Create items in monday.com from new tasks or proofs in Lytho
- Send DocuSign envelopes using a template when specific column values in monday.com boards are updated
- Assign prefilled forms in Jotform when specific column values in monday.com boards are updated
- Create Slack channels for new monday.com board items to streamline team communication
- Create tasks on Todoist for new items on a monday.com board