Create new items in monday.com from new sales quotes in Sage Accounting
Optimize your sales process with this powerful integration between Sage Accounting and monday.com. As soon as a new sales quote is created in Sage Accounting, this workflow initiates and quickly generates an item in monday.com. This efficient process eliminates the need for manual transfers and helps keep your sales pipeline up-to-date across both platforms effortlessly.
- When this happens...

New Sales QuoteTriggers when a new sales Quote is created.TriggerPolling - automatically do this!

Create ItemCreate a new Item in a boardActionWrite
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More things you can do with Sage Accounting and monday.com
Discover other triggers and actions you can use with Sage Accounting and monday.com
New Contact PaymentTriggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New CustomerTriggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ProductTriggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Sales QuoteTriggers when a new sales Quote is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Stock ItemTriggers when a new stock item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated ProductTriggers when a product is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated Sales InvoiceTriggers when a sales invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated ServiceTriggers when a service is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New CustomerTriggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Purchase InvoiceCreates a new purchase invoice.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update Purchase InvoiceTriggers when an existing purchase invoice is updated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Service Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Product Code or DescriptionRequired
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Quote Number or ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
- Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Column TitleRequired
- Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
- BodyRequired
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ItemRequired
- Include Updates?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board
- ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Formula_columns_notice
- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Purchase InvoiceTriggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated ContactTriggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Sales InvoiceTriggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ServiceTriggers when a new service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated Contact PaymentTriggers when an existing contact payment is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated Purchase InvoiceTriggers when an existing purchase invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated Sales QuoteTriggers when a sales Quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated Stock ItemTriggers when a stock item is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Reference
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Sales QuoteCreates a new sales Quote.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Invoice Number or ReferenceRequired
- DateRequired
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Service Code or DescriptionRequired
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Formula_columns_notice
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New BoardTriggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Formula_columns_notice
- Board IDRequired
- Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- BoardRequired
- ItemRequired
- GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Find_items_limit_notice
- BoardRequired
- Column to SearchRequired
- Include Subitems?
- Include Updates?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- Column
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- GroupRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app




