Monday.com + Deskera Integration

Integrate Deskera to Monday.com in one click, or tell Integrately AI how you want each invoice handled. Track your billings, create board items, notify your team, and update your records automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
Arrow Right
2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera

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Ready Workflows Ready Workflows for Deskera + Monday.com Integration

Track invoices, manage board items, route updates, and keep your projects aligned, all in just one click.

Most popular automationmost-popular-automations
Deskera + Monday.com Integration

Create Monday.com item for new Deskera contact

Deskera and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Deskera, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Connect more apps to your Deskera + Monday.com flow

Push new invoice details to your CRM, notify your team instantly, and update your cloud records as work progresses. Pick a combination and activate it in one click.

Monday.com
Deskera
+
HubspotHubspot (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
StripeStripe (3)
D
M
H
Create a Monday.com item from every new Deskera invoice, and add the contact in HubSpot.
New Deskera invoices appear as Monday.com items instantly while HubSpot records the contact, removing manual data entry.
D
M
H
When a bill is created in Deskera, update your Monday.com board and log the deal in HubSpot.
Bills created in Deskera automatically update your Monday.com workspace and log a deal in HubSpot.
D
M
H
When a Deskera contact is updated, modify the Monday.com item and update the HubSpot record.
Contact updates in Deskera instantly refresh your Monday.com tracking item and HubSpot contact details.
D
M
H
Use Claude to summarise Deskera invoice notes, update the Monday.com item, and log a HubSpot note.
Claude summarises Deskera invoice notes before updating your Monday.com item and logging a HubSpot note.

Supported triggers and actions for Monday.com and Deskera

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it →
Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it →
Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it →
Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it →
Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it →
Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it →
Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it →
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
Try it →
Update group in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
Try it →
Get subitem by id in Monday.com
Try it →
Create item in Monday.com
Generates a new item
Try it →
Move item to board in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
Try it →
Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
Try it →
Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
Try it →
Deskera
Deskera Triggers & Actions
Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
Try it →
Quotation is created in Deskera
Activates the automation when a new quotation is created
Try it →
Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
Try it →
Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
Try it →
Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
Try it →
Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
Try it →
Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
Try it →
Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
Try it →
Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
Try it →
Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
Try it →
Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
Try it →
Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
Try it →
Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it →
Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it →
Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it →
Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it →
Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
Try it →
Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
Try it →
Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
Try it →
Contact is created in Deskera
Triggers the automation when a new contact is created
Try it →
CRM Contact is created in Deskera
Try it →
Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Try it →
Product is created in Deskera
Triggers the automation when a new product is created
Try it →
Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Try it →
Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Try it →
Payment entry is created in Deskera
Triggers the automation when a payment entry is created
Try it →
Create payment entry in Deskera
Creates a new payment entry
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Search invoice in Deskera
Searches for an invoice
Try it →
Create contact in Deskera
Adds a new contact to the database
Try it →
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
Try it →
Create crm contact in Deskera
Try it →
Search contact in Deskera
Finds and retrieves contact information
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Search CRM contact in Deskera
Try it →
Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
Try it →
Search product in Deskera
Searches for a product
Try it →
Create product in Deskera
Generates and launch new products
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Create account in Deskera
Generates a new account
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Search account in Deskera
Searches for account information
Try it →
Create quotation in Deskera
Generates a new quotation with predefined details
Try it →
Update contact in Deskera
Updates contact information with new details
Try it →

What can you automate with Deskera + Monday.com?

Streamline your financial operations and project tracking by connecting billing triggers directly to board actions.

What you can automate?
🧾
Turn every Deskera invoice into a Monday.com board item
Automatically generate a new tracking item in Monday.com the moment an invoice is created in books in Deskera. Project managers receive immediate visibility into new billable work.
📋
Capture every submitted line item and detail
Map complete invoice particulars including customer names, totals, and due dates into corresponding Monday.com columns. Your board becomes a comprehensive operational reference.
🔔
Notify your team instantly on payment and billing events
Alert relevant staff members the second a payment entry is created or a bill is issued. Keep finance and project teams fully aligned without manual check-ins.
🔀
Route tasks based on submitted invoice values
Send high-value invoices to priority project boards while routing standard billing records to general queues. Ensure work is handled by the right team members.
🔄
Keep project boards updated when invoices change
Modify existing Monday.com items automatically whenever related contact information or invoice details are updated in Deskera. Eliminate conflicting data across systems.
🛡️
Prevent duplicate records across your workflow
Search existing entries before creating new board items or contacts to maintain a clean workspace. Keep your project tracking accurate and free from redundant clutter.
💳
Handle later status changes like payments and refunds
Update board item statuses automatically when credit notes are issued or payment entries are logged. Reflect financial milestones accurately in your project timelines.
🌐
Extend your workflow with supporting messaging apps
Push notification alerts to Slack or send confirmation emails via Gmail once your core Deskera and Monday.com automation completes its primary steps.
And much more...

Who is Deskera + Monday.com integration for?

Finance professionals, project managers, and operations teams eliminate manual data entry and keep billing records aligned with active project tasks.

Finance leaders and accountants
Finance leaders and accountants
Project managers
Project managers
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Sales representatives
Sales representatives
Bookkeepers and auditors
Bookkeepers and auditors
📈
Finance leaders and accountants
You're reviewing financial reports each week but your billing entries lag behind project updates, so the revenue metrics you're reporting against are always outdated — with this integration, every new invoice lands in your project board instantly and your financial numbers stay current.
⚡
Project managers
You need to initiate project boards as soon as client billing is finalized, but manual handoffs cause frustrating delays and missed deliverables —automating both apps means every issued invoice instantly spawns the right project tracking item so work starts without delay.
🤝
Client success managers
You answer to key clients who expect their project milestones and billing statuses to match perfectly across updates, but scattered tools lead to conflicting answers —connecting these apps means your task boards and billing records stay perfectly synchronized for every client.
⚙️
Operations coordinators
The volume of daily invoices and supplier bills is too high for your team to log by hand without making costly transcription mistakes —this integration means every accounting entry transfers cleanly to your operational boards without manual intervention.
👥
Sales representatives
You close deals in sales software and depend on accounting teams to generate invoices before project onboarding can begin, creating a bottleneck in client handoff —automating both apps means closed quotations trigger immediate invoicing and project creation seamlessly.
🗂️
Bookkeepers and auditors
You need a reliable audit trail linking project deliverables directly to financial transactions, but manual logging leaves frustrating gaps in history —with this integration, every transaction and board update is recorded automatically with zero missing links.
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Why choose Integrately to automate Monday.com + Deskera

Build and manage your Monday.com + Deskera automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Deskera with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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2
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Setup an action from Trello
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Frequently Asked Questions

How do I connect Deskera to Monday.com?
Frequently Asked Questions
You can connect Deskera to Monday.com in one click using ready-made templates on Integrately. Choose your trigger and action, authenticate your accounts, and let the platform handle your financial and project workflows seamlessly.
Can I automatically create a Monday.com item when a new Deskera invoice is issued?
Frequently Asked Questions
Can I connect Deskera, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and Monday.com?
Frequently Asked Questions
How does Deskera handle invoices and contacts in automation?
Frequently Asked Questions
Can Monday.com update board items when Deskera data changes?
Frequently Asked Questions
Do I need coding skills to integrate Deskera and Monday.com?
Frequently Asked Questions
Is the Deskera and Monday.com integration free?
Frequently Asked Questions
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