monday.com + Sage Intacct

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

Enhance efficiency between your project management and accounting systems with this workflow. When specific column values change within your monday.com board, a new contact gets created in your Sage Intacct system automatically. This automation ensures crucial information is promptly shared between platforms, saving you time and reducing manual entry errors. Keep your contacts updated and in-line with your project changes seamlessly.

Enhance efficiency between your project management and accounting systems with this workflow. When specific column values change within your monday.com board, a new contact gets created in your Sage Intacct system automatically. This automation ensures crucial information is promptly shared between platforms, saving you time and reducing manual entry errors. Keep your contacts updated and in-line with your project changes seamlessly.

  1. When this happens...
    monday.commonday.com
    Specific Columns Values Changed in Board

    Triggers when one of the specified columns' value is changed in the selected board.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
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    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
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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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About Sage Intacct

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

Related categories

  • Accounting