monday.com + Thryv
Create new boards in monday.com from new invoices in Thryv
Whenever a new invoice is created in Thryv, this workflow streamlines your process by simultaneously generating a new board in monday.com. This automation helps you keep track of your financial documents in a structured manner, saving you time and reducing the chances of any oversight or error. Experience a seamless flow of information between your billing and project management interfaces.
Whenever a new invoice is created in Thryv, this workflow streamlines your process by simultaneously generating a new board in monday.com. This automation helps you keep track of your financial documents in a structured manner, saving you time and reducing the chances of any oversight or error. Experience a seamless flow of information between your billing and project management interfaces.
- When this happens...New Invoice
Triggers when a new invoice is issued.
- automatically do this!Create Board
Creates a new board
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New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItStart TimeRequired
End TimeRequired
TitleRequired
Notes
ClientRequired
TitleRequired
BodyRequired
Source
Source URL
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItFirst NameRequired
Last Name
Email Address
Phone Number
Address
Country Name
Timezone
Custom Identifer
Notes
Source
Source URL
Facebook Profile URL
LinkedIn Profile URL
Twitter Profile URL
Google Plus Profile URL
EmailRequired
