monday.com + QuickBooks Online

Create new customers in QuickBooks Online when specific column values change in monday.com boards

Effortlessly keep your customer records up to date with this automation between monday.com and QuickBooks Online. Whenever a specific column value changes in your monday.com board, this workflow will create a new customer in QuickBooks Online. Maintain accurate financial data and streamline your customer management process with this seamless connection between your project management and accounting tools.

Effortlessly keep your customer records up to date with this automation between monday.com and QuickBooks Online. Whenever a specific column value changes in your monday.com board, this workflow will create a new customer in QuickBooks Online. Maintain accurate financial data and streamline your customer management process with this seamless connection between your project management and accounting tools.

  1. When this happens...
    monday.commonday.com
    Specific Column Value Changed in Board

    Triggers when a specific column's value changes in the selected board

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New User

    Triggers when a new user joins your monday.com account.

    Trigger
    Scheduled
    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.

Related categories

  • Project Management

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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

Related categories

  • Accounting

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