monday.com + QuickBooks Online

Create new monday.com items for every new invoice in QuickBooks Online

Keep your project management tasks in line with your financial records easily. This workflow activates when a new invoice is introduced in QuickBooks Online, leading to the creation of a new item in your monday.com dashboard. It's a seamless way to ensure all financial updates are reflected in your project management tool, keeping your records updated and your team informed.

Keep your project management tasks in line with your financial records easily. This workflow activates when a new invoice is introduced in QuickBooks Online, leading to the creation of a new item in your monday.com dashboard. It's a seamless way to ensure all financial updates are reflected in your project management tool, keeping your records updated and your team informed.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Invoice

    Triggers when you add a new invoice.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Customer

    Triggers when you add a new customer.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggers when you add a new invoice.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Estimate

    Triggers when you add a new estimate.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Bill Payment

    Triggers when a new bill paid.

    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.

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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