Skip to content

Update your board product pricing from accounting system

Your board's product rows often lack pricing after a SKU is filled, blocking timely quotes. Keep price fields populated from accounting so quotes and invoices reflect correct pricing same day.

Update your board product pricing from accounting system

Workflow preview:

Zap details:

Overview

When product codes hit your board without prices, quoting stalls and billing chases manual lookups. This flow pulls prices from accounting and writes them back to the board so product and billing teams have accurate prices available same day.

Update your board product pricing from accounting system