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!
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
TriggerInstantThis event starts a Zap instantly.
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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.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 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 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.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.Board IDRequired
Column to search inRequired
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
Item 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 new Square customers from new items in your monday.com board
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- Assign prefilled forms in Jotform when specific column values in monday.com boards are updated
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Related Zap Templates
- Create items on a monday.com board for new rows on Google Sheets
- Create columns on monday.com for new Google Ads leads
- Generate monday.com items from new tasks in Google Tasks
- Create new folders on Google Drive for new items on a monday.com board
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- Add new items in monday.com boards to Google Sheets rows
- Create monday.com items for new Webflow form submissions
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- Create items in monday.com from new Microsoft Outlook emails
- Create monday.com items for new HubSpot form submissions
- Generate monday.com items for new emails in Email Parser by Zapier
- Create monday.com items from new Google Forms responses
- Create items in monday.com from new labeled emails in Gmail
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- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Create new monday.com items from Givebutter transactions
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- Create items in monday.com for new sales invoices in Xero
- Create new items in monday.com when stages change in Streak
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- Create items in monday.com when new quotes are accepted in Quotient
- Create new monday.com items for every new ServiceM8 job automatically
- Generate new monday.com items from Zoom meeting summaries
- Create new items in monday.com when transcripts and summaries are ready in PLAUD
- Create new items in monday.com for every new inquiry in HoneyBook
- Update monday.com items each time Shopify customers are updated
- Update Salesforce records with new monday.com board updates
- Update items in monday.com instantly when contacts are updated in Apollo
- Create new items in monday.com from parsed emails in Mailparser
- Create new Microsoft SharePoint folders for new items in your monday.com board
- Add new Circle members to monday.com as items
- Create new Square customers from new items in your monday.com board
- Create Microsoft Excel rows for new monday.com board items
- Create items in monday.com from new tasks or proofs in Lytho
- Create monday.com items on boards for new form submissions in Gravity Forms
- Create monday.com items from new Squarespace Forms form submissions
- Add new responses in Google Sheets as items on monday.com boards
- Add or update Mailchimp subscribers from new monday.com items
- Create monday.com items from new Google Calendar events
- Send Offline Conversion to Google Ads for New Item in Board in monday.com
- Create new tasks in ClickUp from items in monday.com
- Create items in monday.com from new leads in Facebook Lead Ads
- Create Monday.com items for updated HubSpot deal stages
- Update Google Sheets rows when monday.com column values change
- Create new monday.com items from new Fathom ai summaries
- Update item names in monday.com when specific column values change in board
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- Add new Apollo contacts to monday.com as items
- Update monday.com columns when records are updated in Zapier Tables
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- Send sms/mms in RingCentral when specific column values in monday.com boards are updated
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- Create monday.com items from new Jobber quote approvals
- Create Slack channels for new monday.com board items to streamline team communication
- Post messages to Slack channels for new items created on Monday boards
- Create new items in monday.com from new meeting notes in Read AI
- Create new monday.com items from LearnWorlds form submissions
- Add monday.com item from Unbounce form submission
- Create items in monday.com for every new order in Shopify
- Update offline conversions in Google Ads when specific board column values change in monday.com
- Send emails in Gmail for new items on monday.com boards
- Update items in monday.com when new or updated events occur in Google Calendar
- Create items in monday.com when calls end in RingCentral
- Create items in monday.com for new attendees registered in Eventbrite
- Create folders in OneDrive for new items in monday.com boards
- Assign prefilled forms in Jotform when specific column values in monday.com boards are updated
- 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
- Add new monday.com board items to your Google Ads contact list
- Add items to monday.com for new entries on Wufoo
- Create items on monday.com boards for new Typeform entries
- Create monday.com items from new appointments in Acuity Scheduling
- Send Offline Conversion to Google Ads for New Update in Board in monday.com
- Create monday.com items with new form entries in WPForms
- Create Motion tasks from new monday.com items
- Create or update Brevo contacts from new items in monday.com boards
- Create monday.com items from new or updated spreadsheet rows in Google Sheets
- Create items in monday.com for new HigherGov pursuits
- Post to Slack channels for new items created in monday.com
- Create Monday.com items for new tl;dv notes
- Create Monday.com items on a board for new Loomly posts
- Create new monday.com items for Fireflies.ai meetings instantly
- Monday.com Board to Spreadsheet Row
- Create new items in monday.com for every new request in Jobber
- Create new items in monday.com from new action items in Fathom
- Create EmailOctopus contacts from new items in monday.com boards
- Create items in monday.com from new or updated Google Contacts
- Create tasks on Todoist for new items on a monday.com board
- Create new items in monday.com from new leads in Onepage
- Create monday.com items for new tl;dv recordings
- Create items in monday.com from new reservations in Guesty
- Update monday.com columns when new QuickBooks Online payments are received
- Create items in monday.com from new records in NetSuite
- Create new items in monday.com for each new form submission created in Zapier Interfaces
- Create Monday.com items for new QuickBooks Online invoices
- Add items in monday.com from new rows in Google Sheets (Team Drive)
- Use webhooks to trigger item creation in monday.com
- Update multiple columns in monday.com when new submissions are made in Fillout Forms
- Create Frame.io projects from new monday.com items in a board