Connect monday.com and Sage Intacct to unlock the power of automation

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Quickly connect monday.com to Sage Intacct with a Zapier template.

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Create new items in monday.com when new invoices come in Sage Intacct
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Sage Intacct + monday.com
Create new Sage Intacct contacts when specific column values change in your monday.com board
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monday.com + Sage Intacct
Create items in monday.com from new invoices in Sage Intacct
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Sage Intacct + monday.com
Update and locate customers in Sage Intacct when specific column values in monday.com boards change
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monday.com + Sage Intacct
Create new Sage Intacct contacts when specific column values change in monday.com boards
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monday.com + Sage Intacct
Create new Sage Intacct contacts when specific column values change in monday.com boards
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monday.com + Sage Intacct

Create new items in monday.com when new invoices come in Sage Intacct

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Sage Intacct + monday.com

Create new Sage Intacct contacts when specific column values change in your monday.com board

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monday.com + Sage Intacct

Create items in monday.com from new invoices in Sage Intacct

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Sage Intacct + monday.com

Update and locate customers in Sage Intacct when specific column values in monday.com boards change

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monday.com + Sage Intacct

Create new Sage Intacct contacts when specific column values change in monday.com boards

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monday.com + Sage Intacct

Create new Sage Intacct contacts when specific column values change in monday.com boards

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monday.com + Sage Intacct

Update Sage Intacct contacts when specific column values change in your monday.com board
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monday.com + Sage Intacct
Create new Sage Intacct contacts when specific column values change in monday.com boards
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monday.com + Sage Intacct

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate monday.com with Sage Intacct - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Create Bill" in Sage Intacct.

You’re connected!

Zapier seamlessly connects monday.com and Sage Intacct, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write

- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- State
Trigger
Polling
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- Status
Trigger
Polling
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- Contact Name
  Required
- Print As
  Required
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write
- Invoice Number
- Reference Number
- Customer ID
  Required
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction Amount
  Required
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- SummaryRecordNo
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column to search in
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search
- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- Vendor ID
  Required
- Bill Number
- Transaction Date
  Required
- Due Date
  Required
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account Number
  Required
- Transaction Amount
  Required
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer Name
  Required
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect monday.com and Sage Intacct to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your monday.com to Sage Intacct integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about monday.com + Sage Intacct integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Sage Intacct

How can I integrate monday.com with Sage Intacct?

You can integrate monday.com with Sage Intacct using our integration platform. By setting up triggers in monday.com, such as a new item created, you can automate actions in Sage Intacct, like creating a new invoice.

What triggers from monday.com can be used for integration?

Triggers like 'New Item', 'Item Updated', and 'New Subitem' on monday.com can be utilized to initiate automated workflows that update or create records in Sage Intacct.

What actions can be performed in Sage Intacct through the integration?

The integration allows for actions such as creating invoices, updating customer details, and recording payments in Sage Intacct when certain triggers occur in monday.com.

Is it possible to update existing records in Sage Intacct from monday.com?

Yes, you can set up workflows that update existing records in Sage Intacct when changes are detected in corresponding items or fields within monday.com.

Can I automate financial reports generation from data on monday.com?

While direct automation for report generation isn't provided, you can trigger data synchronization scenarios where significant financial data updates trigger alerts or record creations within Sage Intacct.

Are there limitations on the types of fields that can trigger actions in Sage Intacct?

Certain custom fields might not directly trigger actions due to API constraints. We recommend using standard fields where possible to ensure smooth operation of automated workflows.

Can multiple triggers be used simultaneously for complex workflows?

Yes, our platform supports the use of multiple triggers to execute compound or sequenced actions across both systems. You might design a workflow where multiple criteria need to be met before executing an action in Sage Intacct.

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.

Learn moreLearn moreHelpHelp

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About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

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Connect monday.com and Sage Intacct to unlock the power of automation

Set up your first integration

Create new items in monday.com when new invoices come in Sage Intacct

Create new Sage Intacct contacts when specific column values change in your monday.com board

Create items in monday.com from new invoices in Sage Intacct

Update and locate customers in Sage Intacct when specific column values in monday.com boards change

Create new Sage Intacct contacts when specific column values change in monday.com boards

Create new Sage Intacct contacts when specific column values change in monday.com boards

Create new items in monday.com when new invoices come in Sage Intacct

Create new Sage Intacct contacts when specific column values change in your monday.com board

Create items in monday.com from new invoices in Sage Intacct

Update and locate customers in Sage Intacct when specific column values in monday.com boards change

Create new Sage Intacct contacts when specific column values change in monday.com boards

Create new Sage Intacct contacts when specific column values change in monday.com boards

Update Sage Intacct contacts when specific column values change in your monday.com board

Create new Sage Intacct contacts when specific column values change in monday.com boards

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect monday.com and Sage Intacct to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Frequently Asked Questions about monday.com + Sage Intacct integrations

Connect monday.com to Sage Intacct on the world's largest no-code automation platform