Please see the video or follow the steps below on how to use this integration.
- Click on your profile in the top right hand corner
- Go to Administration > Apps
- Select the app Sage for monday.com
- Go to the Settings tab
- Click on the Connect Sage Account button and follow the instructions in the pop-up
- Log in to your Sage account
- Authorise the application
- The Sage account connection is listed in the table - you can disconnect the connection through the Disconnect button
- Create a new workflow and select the When a Sage invoice is created or updated trigger and Create a item action
- The integration checks for new and updated invoices every 5 minutes so there may be lag between the invoice created in Sage and it appearing in monday.com