monday.com + QuickBooks Online

Create new items in monday.com for every emailed estimate in QuickBooks Online

Streamline your project management process with this workflow. When an estimate is emailed in QuickBooks Online, a new item will be created in monday.com. This efficient process improves task organization, allowing you to stay updated and ensure timely completion of all projects.

Streamline your project management process with this workflow. When an estimate is emailed in QuickBooks Online, a new item will be created in monday.com. This efficient process improves task organization, allowing you to stay updated and ensure timely completion of all projects.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    Estimate Emailed

    Triggers when an estimate is emailed.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
Start free with email
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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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.
Learn more

Related categories

  • Project Management

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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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