Question

Create new invoice in XERO after deal was won on MONDAY

Want to create a new invoice in XERO automatically after a deal was won on Monday.com

The problem is that can't find a specific event for this on Zapier. Or maybe it's possible to do this in any other way?

The algorithm

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+8

Hi @andriiliakh ,

Thanks for reaching out- happy to help here!

You’re correct, there is not a trigger specifically for a won deal in Monday.com but you could use:

Let us know if that does the trick for your workflow or if you have any additional questions!

Hi @andriiliakh ,

Thanks for reaching out- happy to help here!

You’re correct, there is not a trigger specifically for a won deal in Monday.com but you could use:

Let us know if that does the trick for your workflow or if you have any additional questions!

Thanks @Liz_Roberts

I receive error in the moment of “Customize Column Value” selection

We’re having trouble loading 'Column Id' data

Required field "Board ID" (board_id) is missing.

Also I don’t understand where to get Pulse Id.

+11

@andriiliakh

Sorry we missed your message! Did you get this sorted in the end? Or do you still need help?

Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)

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