monday.com + Sage Intacct
Create new Sage Intacct contacts when specific column values change in monday.com boards
Manage your client data efficiently with this workflow. Whenever a specific column value changes in your monday.com board, the same information will be immediately employed to create a contact in your Sage Intacct app. This streamlined process reduces manual data entry, ensuring your client information is always up-to-date and accurate with minimum effort.
Manage your client data efficiently with this workflow. Whenever a specific column value changes in your monday.com board, the same information will be immediately employed to create a contact in your Sage Intacct app. This streamlined process reduces manual data entry, ensuring your client information is always up-to-date and accurate with minimum effort.
- When this happens...
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactTriggers when a new contact is created.
ActionWriteCreate a new record or update an existing record in your app.
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Board IDRequired
Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column 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.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
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.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.Board IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContact NameRequired
Print AsRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Reference Number
Customer IDRequired
Due Date
Payment Term
Create Draft
GL Account Number
AR Account Label
Offset GL Account Number
Transaction AmountRequired
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
Summary Record No
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Item Created In Board Copy
Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers 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 planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.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.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.Board IDRequired
Column to search inRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About monday.com
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- 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
- Track changed columns values in monday.com and find customers in Sage Intacct
- Create new Sage Intacct contacts from new items in your monday.com board
- Create new 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
- Create new Sage Intacct contacts when specific column values change in monday.com boards
- Create new Sage Intacct contacts for every new item in monday.com board
- 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 board
- Create new Sage Intacct contacts from new items in monday.com boards
- Create contacts in Sage Intacct when specific columns values in monday.com board 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 your monday.com board
- Create new Sage Intacct contacts from new items in monday.com boards
- Create new Sage Intacct contacts from new items in monday.com boards
- Create new Sage Intacct contacts when specific column values change in monday.com boards
- Create new contacts in Sage Intacct when specific column values change in monday.com boards
- Create new Sage Intacct contacts when specific column values change in monday.com boards
- Manage new Sage Intacct payments by creating items in monday.com
- Create items in monday.com for new invoices in Sage Intacct
Related Zap Templates
- Create new items in monday.com when new invoices come in Sage Intacct
- Update and locate customers in Sage Intacct when specific column values in monday.com boards change
- Update Sage Intacct contacts when specific column values change in your monday.com board
- Create new Sage Intacct contacts from new items in your monday.com board
- 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 board
- Create new Sage Intacct contacts when specific column values change in monday.com boards
- Create new Sage Intacct contacts from new items in monday.com boards
- 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 your monday.com board
- 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 Sage Intacct contacts when specific column values change in your monday.com board
- Create new Sage Intacct contacts for every new item in monday.com board
- Create new Sage Intacct contacts from new items in monday.com boards
- Create new 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
- Manage new Sage Intacct payments by creating items in monday.com
- Create items in monday.com from new invoices in Sage Intacct
- Create new Sage Intacct contacts when specific column values change in monday.com boards
- Track changed columns values in monday.com and find customers in Sage Intacct
- 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 contacts in Sage Intacct when specific columns values in monday.com board change
- Create new Sage Intacct contacts from new items in monday.com boards
- Create new contacts in Sage Intacct when specific column values change in monday.com boards
- Create items in monday.com for new invoices in Sage Intacct