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monday.com + Zoho Books

Create sales invoices in Zoho Books for new items in monday.com boards

Whenever a new item appears in your monday.com board, this automation instantly generates a sales invoice in your Zoho Books account. Speed up your invoicing process and keep your accounts up-to-date with this easy workflow. Just link your apps and let this automation streamline your administrative tasks and enhance your productivity.

Whenever a new item appears in your monday.com board, this automation instantly generates a sales invoice in your Zoho Books account. Speed up your invoicing process and keep your accounts up-to-date with this easy workflow. Just link your apps and let this automation streamline your administrative tasks and enhance your productivity.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Sales Invoice

    Creates a new sales invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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monday logo

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.
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  • Project Management

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zoho-books logo
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About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

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