monday.com + Sage Intacct

Create new Sage Intacct contacts from new items in monday.com boards

This workflow streamlines your project management and contact management process. Whenever a new item is added to your board on monday.com, it instantly creates a contact in your Sage Intacct system. This integration not only helps you to keep your contacts up-to-date but also saves you time by eliminating the need for manual data entry. Utilize this automation to enhance your efficiency and remain focused on important tasks.

This workflow streamlines your project management and contact management process. Whenever a new item is added to your board on monday.com, it instantly creates a contact in your Sage Intacct system. This integration not only helps you to keep your contacts up-to-date but also saves you time by eliminating the need for manual data entry. Utilize this automation to enhance your efficiency and remain focused on important tasks.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific 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
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    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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sage-intacct logo
sage-intacct logo

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