Creating a Contact and Invoice from Monday to FreeAgent (Fault)

HI All,

Im trying to create a scenario where I change a staus column in Monday.com and it triggers a contact to be made in FreeAgent. I would then like it to create an invoice pulling in information form columns in Monday.com.

Ideally Id then like it to send that invoice back to a specific column in Monday.com.

Ive run into a hurdle pretty early on. In the create a contact part it is not showing the correct columns to choose form. As you can see below it is not giving me the option to pull the phone number column through. It is the same with the address columns. See below

Hi @Lloydy34

Welcome to community.

To map all the data, first, you need to trigger the watch module and use the “Get an Item” module to retrieve all the data from the triggered item. After running the “Get an Item” module, you will be able to map the entire data set.

If you require additional assistance, please don’t hesitate to reach out to us.
MSquare Support | Book Live Implementation
Visit us here
Youtube Channel

1 Like

HI,

I would love you to teach me how to do this. I can pay for your time.

Do you have time right now?

sales@jackofglass.co.uk

Thank you

Lloyd

Hi @Lloydy34

We have replied to the email you sent with the meeting link.

If you require additional assistance, please don’t hesitate to reach out to us.
MSquare Support | Book Live Implementation
Visit us here
Youtube Channel

Hello @Lloydy34

Just a quick update: Since you decided to hire a professional to implement this, we’ve moved your post to the Professional Services category, which is dedicated to these types of discussions.

1 Like