monday
QuickBooks

Track New Board Items

Seamlessly connect your workflow. Instantly react to new items on your board. Enhance productivity with swift information retrieval.

When this happens...

New Item Created (Instant)
Trigger new event when a new item is added to a board.

-

automatically do this!

Search Items
Searches for items.

Explore Triggers and Actions

New Board Created
Trigger new event when a board is created in Monday.
Column Value Updated (Instant)
Trigger new event when a column value is updated on a board.
Name Updated (Instant)
Trigger new event when an item's name is updated.
New Item Created (Instant)
Trigger new event when a new item is added to a board.
New Sub-Item Update (Instant)
Trigger new event when an update is posted in sub-items.
New Sub-Item Created (Instant)
Trigger new event when a sub-item is created.
New User Created
Trigger new event when a new user is created in Monday.
Specific Column Updated (Instant)
Trigger new event when a value in the specified column is updated.
Column Value Updated (Instant)
Trigger new event when a column value is updated on a board.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

About the apps

Learn more about

monday

and

QuickBooks

, and how they work together to automate your workflows.

About

monday

monday.com is essential for support teams, streamlining project management and improving customer communication and service delivery.

Similar integrations
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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

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Why

monday

+

QuickBooks

= Perfect Match

Integrating Monday with Quickbooks allows for a streamlined process where every new item created in your Monday board triggers a search in Quickbooks. This connection reduces the time spent manually checking for related items, thus facilitating quicker decision-making and improving overall efficiency in customer support workflows. With less manual intervention, your teams can focus on resolution and enhance customer satisfaction by leveraging accurate and timely information.

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