1.Monitors updated invoice trigger
Integrate monday.com and project board data to detect the updated invoice trigger for final invoicing.
Create and send final invoices from your project board
Automatically detect an updated invoice trigger column across monday.com boards and route final invoicing work. Create or update invoices, email customers, update board status, and notify finance on failures—so you can reduce manual follow-up.
How this automation accelerates your cash flow
When invoice requests linger in project boards, delays can slow payment and create extra billing work. This automation creates or updates invoices, sends invoice emails, updates monday.com status, and alerts finance on failures—so your team can get paid faster.
monday.comor swap with your favorite app
2.Creates or updates invoice
Integrate QuickBooks Online and invoicing tools to create or update an invoice from board source fields.
QuickBooks Onlineor swap with your favorite app
3.Sends invoice email
Integrate QuickBooks Online and email delivery tools to send the generated invoice to the board billing recipient.
4.Updates item invoice status
Integrate monday.com and reporting fields to write invoice number, totals, and a sent status back to the item.
5.Sends SMS on failure
Integrate Quo and alerting workflows to send an error summary to finance when invoice creation or sending fails.
Quoor swap with your favorite app
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