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FreeFinance
monday.com

Connect FreeFinance and monday.com

Explore ready-made FreeFinance and monday.com templates and start automating in minutes.

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Create a custom workflow

Integrate FreeFinance with monday.com and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

monday.com
Trigger: Watch Board's Column Values
FreeFinance
Action: Select an action
1. Select a trigger

  • Triggers when the board's column values have changed.

  • Triggers when an item is created/updated in the given board.

  • Triggers when a board's item is created.

  • Triggers when an item with the given value is created/updated in the given board.

  • Triggers when a new user is subscribed to a given board.

  • Triggers when a new board's update is created.

  • Triggers when a new event occurs in Monday.

  • Triggers when an item is created/updated in the given group.

  • Triggers when an item's column value is changed.

  • Triggers when an item's name on a board has changed.

  • Triggers when a new item's update is created.

  • Triggers when a new user has joined the given team.

  • Triggers when a new user is created.

2. Select an action

  • Configure static mappings, such as mapping from Magento 2 Tax-Rate-Percentage to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

  • Configure your static Magento 2 mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Magento 2 or elsewhere (invoice number and date has to be present in Magento 2) and will be created as "external invoices" in FreeFinance.

  • Configure Amazon Mappings for Outgoing Invoices

  • Craete a Finalized Invoice in FreeFinance for Etsy

  • Configure your static Etsy mappings for outgoing invoices

  • Configure static mappings, such as mapping from Shopify taxRate and taxTitle to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

  • Configure your static Shopify mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Shopify or elsewhere (invoice number and date has to be present in Shopify) and will be created as "external invoices" in FreeFinance.

  • Configure Stripe Mappings for Finalized Invoices

  • Configure your static Stripe Mappings for Outgoing Invoices

  • Configure your static Wix mappings for finalized Invoices in Free Finance

  • Configure the static mappings from Wix for the creation of invoices in Free Finance

  • Configure static mappings, such as mapping from WooCommerce taxRateIds to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

  • Configure your static WooCommerce mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in WooCommerce or elsewhere (invoice number and date has to be present in WooCommerce) and will be created as "external invoices" in FreeFinance.

  • Creates a finalized credit memo in FreeFinance.

  • Creates a finalized Invoice in FreeFinance.

  • Create a Payment for an existing finalized Invoice.

  • Creates a new outgoing Invoice (Ausgangsrechnung) in FreeFinance with the values from the Webshop.

  • Mapping of Metadata for posting a document

  • Creates or replaces a customer with the customer-number from the Webshop.

  • Create or Replace a Supplier

  • Creates a line in a bank statement for each transaction related to a certain Bank-, Paypal- or Stripeaccount.

  • Performs an arbitrary authorized API call.

  • Post document to Staging

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between FreeFinance and monday.com.

Add a Column to a Board
Adds a new column to a specific board.
Action
Add a File to a File Column Value
Adds a file to a file column value.
Action
Add a File to an Update
Adds a file to an existing update.
Action
Add Board Subscribers
Adds subscribers to a board by their IDs and the board ID.
Action
Configure Adobe Commerce (Magento 2) Mappings for Finalized Invoices
Configure static mappings, such as mapping from Magento 2 Tax-Rate-Percentage to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.
Action
Configure Adobe Commerce (Magento 2) Mappings for Outgoing Invoices
Configure your static Magento 2 mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Magento 2 or elsewhere (invoice number and date has to be present in Magento 2) and will be created as "external invoices" in FreeFinance.
Action
Configure Amazon Mappings for Outgoing Invoices
Configure Amazon Mappings for Outgoing Invoices
Action
Configure Etsy Mappings for Finalized Invoices
Craete a Finalized Invoice in FreeFinance for Etsy
Action
Configure Etsy Mappings for Open Invoices
Configure your static Etsy mappings for outgoing invoices
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.