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FreeFinance v2
monday.com

Connect FreeFinance v2 and monday.com

Explore ready-made FreeFinance v2 and monday.com templates and start automating in minutes.

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Create a custom workflow

Integrate FreeFinance v2 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 v2
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

  • Creates a new credit memo using the INV API.

  • Creates a new customer in FreeFinance.

  • Creates a new payment for an outgoing invoice in FreeFinance using the CBI API.

  • Creates a new payment for an outgoing invoice in FreeFinance using the INV API.

  • Creates a new outgoing invoice in FreeFinance using the CBI API.

  • Creates a new finalized outgoing invoice in FreeFinance using the INV API.

  • Creates a new bank statement with optional lines in FreeFinance.

  • Gets a customer by 'customer_number' and allows input of necessary mappings regarding accounts and tax class entries, which are necessary for i.e. creating invoices.

  • Performs an arbitrary authorized API call.

  • Updates an existing customer with a specific customer number with new values. Pre-existing values must be resupllied else they will be discarded.

  • Creates a new document in the staging folder and uploads a base64-encoded file.

Select a trigger and an action

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Triggers and actions

Explore what you can automate between FreeFinance v2 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
Create a Board
Creates a new board.
Action
Create a credit memo
Creates a new credit memo using the INV API.
Action
Create a Group
Creates a new group in a specific board.
Action
Create a new customer
Creates a new customer in FreeFinance.
Action
Create a Notification
Creates a new notification.
Action
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FAQs

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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.