Create items in monday.com for new invoices in SOS Inventory
Streamline your invoicing process with this tailored workflow. Whenever a new invoice is created in SOS Inventory, an item will be swiftly created in your monday.com board. This minimizes manual data entry, ensuring that your inventory information is up-to-date and maximizes productivity within your business operations. Give your team an efficient path to manage and track invoices.
Streamline your invoicing process with this tailored workflow. Whenever a new invoice is created in SOS Inventory, an item will be swiftly created in your monday.com board. This minimizes manual data entry, ensuring that your inventory information is up-to-date and maximizes productivity within your business operations. Give your team an efficient path to manage and track invoices.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Item
Create a new Item in a board
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New Invoice
Triggers when a new invoice is created.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Sales Receipt
Triggers when a new sales receipt is created.
Try ItNew Shipment
Triggers when a new shipment is created.
Try It
Location
Try ItNew Purchase Order
Triggers when a new purchase order is created.
Try ItNew Sales Order
Triggers when a new sales order is created.
Try ItNameRequired
Email addressRequired
Website
Phone
Alternate phone number
Fax number
Company name
Billing line 1
Billing line 2
Billing line 3
Billing line 4
Billing line 5
Billing city
Billing state or province
Billing postal code
Billing country
Shipping line 1
Shipping line 2
Shipping line 3
Shipping line 4
Shipping line 5
Shipping city
Shipping state or province
Shipping postal code
Shipping country
Customer notes
Parent customer
Terms
Payment method