monday.com + Sage Intacct
Track changed columns values in monday.com and find customers in Sage Intacct
Keep track of changes in your monday.com board and instantly find the corresponding customer information in Sage Intacct. When specific column values in your board are updated, this workflow will immediately pull up the necessary customer data in Sage Intacct. It's a reliable way to ensure you always have the most recent information at your fingertips, saving you time and effort in the process. Make this convenient automation part of your process to stay updated without additional hassle.
Keep track of changes in your monday.com board and instantly find the corresponding customer information in Sage Intacct. When specific column values in your board are updated, this workflow will immediately pull up the necessary customer data in Sage Intacct. It's a reliable way to ensure you always have the most recent information at your fingertips, saving you time and effort in the process. Make this convenient automation part of your process to stay updated without additional hassle.
- When this happens!
Specific Columns Values Changed in BoardTriggers when one of the specified columns' value is changed 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 monday.com items for new HubSpot form submissions
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- Create Monday.com items for new tl;dv notes
- Create new monday.com items from new Fathom ai summaries
- Create items in monday.com from new Microsoft Outlook emails
- Create new items in monday.com from new action items in Fathom
- Create items in monday.com from new labeled emails in Gmail
- Create new items in monday.com for new users in LearnWorlds
- Generate monday.com items for new emails in Email Parser by Zapier
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- Create new items in monday.com from new leads in Onepage
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- Create Monday.com items on a board for new Loomly posts
- Create new tasks in monday.com from Microsoft To Do
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- Update Salesforce records with new monday.com board updates
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- Create items in monday.com from new records in NetSuite
- Update items in monday.com instantly when contacts are updated in Apollo
- Send emails in Gmail for new items on monday.com boards
- Send sms/mms in RingCentral when specific column values in monday.com boards are updated
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- Monday.com Board to Spreadsheet Row
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- Use webhooks to trigger item creation in monday.com
- Create contacts in Google Contacts for new items in a monday.com board
- Create items in monday.com from new documents processed in Parseur
- 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
- Create Microsoft Excel rows for new monday.com board items
- Create Google Docs documents from new updates in monday.com boards
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- Create new monday.com items for newly-disputed Stripe transactions
- Create items in monday.com from new tasks or proofs in Lytho
- Create Monday.com Items for New Google My Business Reviews
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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
- Add new responses in Google Sheets as items on monday.com boards
- Add items in monday.com for new invitees created in Calendly
- Add new items in monday.com boards to Google Sheets rows
- Create items on monday.com boards for new Typeform entries
- Create items in monday.com when new Wix forms are submitted
- Create new tasks in ClickUp from items in monday.com
- Create Monday.com items for updated HubSpot deal stages
- Send Offline Conversion to Google Ads for New Item in Board in monday.com
- Create Monday.com items for new tl;dv notes
- Create new items in monday.com from new action items in Fathom
- Generate monday.com items for new emails in Email Parser by Zapier
- Create monday.com items from new or updated spreadsheet rows in Google Sheets
- Post messages to Slack channels for new items created on Monday boards
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- Send emails in Microsoft Outlook when specific column values in monday.com boards change
- Create new items in monday.com for every new request in Jobber
- Create items in monday.com when new quotes are accepted in Quotient
- Create new Float projects from new monday.com board items
- Create new monday.com items for every new ServiceM8 job automatically
- Create new tasks in monday.com from Microsoft To Do
- Create new items in monday.com for every new inquiry in HoneyBook
- 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 sales invoices in Xero
- Monday.com Board to Spreadsheet Row
- Create new items in monday.com from parsed emails in Mailparser
- Add items in monday.com from new rows in Google Sheets (Team Drive)
- Use webhooks to trigger item creation in monday.com
- Create items in monday.com for new attendees registered in Eventbrite
- Create Microsoft Excel rows for new monday.com board items
- Create new monday.com items for newly-disputed Stripe transactions
- Manage new Mobilo Card leads by creating items in monday.com
- Create monday.com items on boards for new form submissions in Gravity Forms
- Generate monday.com items from new tasks in Google Tasks
- Create new folders on Google Drive for new items on a monday.com board
- Add items to monday.com for new entries on Wufoo
- Add new monday.com board items to your Google Ads contact list
- Create monday.com items for new Webflow form submissions
- 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 monday.com items from new Google Forms responses
- Create monday.com items for new HubSpot form submissions
- Create new monday.com items from new Fathom ai summaries
- Create items in monday.com from new labeled emails in Gmail
- Post to Slack channels for new items created in monday.com
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Add items to monday.com with new received emails
- Add monday.com item from Unbounce form submission
- Create monday.com items for new CallRail phone calls
- Create monday.com items from new Jobber quote approvals
- Create EmailOctopus contacts from new items in monday.com boards
- Create items in monday.com from new or updated Google Contacts
- Create detailed events in Google Calendar from new items in monday.com boards
- Create new items in monday.com when transcripts and summaries are ready in PLAUD
- Create items in monday.com from new reservations in Guesty
- 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
- Create or update a Monday task from a new comment on a Duda site
- Create Monday.com items for new QuickBooks Online invoices
- Create new Microsoft SharePoint folders for new items in your monday.com board
- Create new items in monday.com from Paperform form submissions
- Create contacts in Google Contacts for new items in a monday.com board
- Create folders in OneDrive for new items in monday.com boards
- Create Google Docs documents from new updates in monday.com boards
- Create items in monday.com from new tasks or proofs in Lytho
- Add items to monday.com for new emails in Gmail [Business Gmail Accounts Only]
- Create monday.com items from new Squarespace Forms form submissions
- Add or update Mailchimp subscribers from new monday.com items
- Create monday.com items from new Google Calendar events
- Add new WooCommerce orders to monday.com
- Create monday.com items from new appointments in Acuity Scheduling
- Create items in monday.com from new leads in Facebook Lead Ads
- Create Motion tasks from new monday.com items
- Update item names in monday.com when specific column values change in board
- Update Google Sheets rows when monday.com column values change
- Create items in monday.com from new Microsoft Outlook emails
- Create new items in monday.com for new users in LearnWorlds
- Create or update Sendinblue contacts from new items in monday.com boards
- Create Slack channels for new monday.com board items to streamline team communication
- Create items in monday.com for new HigherGov pursuits
- Create items in monday.com for every new order in Shopify
- Add new Apollo contacts to monday.com as items
- Update monday.com columns when records are updated in Zapier Tables
- Post new Slack messages as monday.com updates
- Create new items in monday.com from new leads in Onepage
- Create Monday.com items on a board for new Loomly posts
- Create monday.com items for new tl;dv recordings
- Update monday.com columns when new QuickBooks Online payments are received
- Create items in monday.com from new records in NetSuite
- Send sms/mms in RingCentral when specific column values in monday.com boards are updated
- Update multiple columns in monday.com when new invitees are created in Calendly
- Create new items in monday.com when stages change in Streak
- Add new Circle members to monday.com as items
- Create items in monday.com for new Planning Center form submissions
- Create items in monday.com from new documents processed in Parseur
- Assign prefilled forms in Jotform when specific column values in monday.com boards are updated
- Update multiple columns in monday.com for new Kajabi form submissions
- Create Monday.com Items for New Google My Business Reviews