What can Make.com automate between monday.com and my other tools?
Make.com can connect monday.com to accounting software such as QuickBooks and Xero, to Google Drive, Google Sheets and DocuSign, to email and forms, to AI models, and to most other tools with an API. Common builds create boards from templates, generate documents from board data, sync status across boards and push invoices to accounting when work is complete.
In detail
monday.com's built-in automations handle changes inside monday.com well, such as moving an item or notifying a person when a status changes. Make.com takes over when a process crosses into other systems or needs logic the built-in recipes cannot express.
- Accounting
- Invoices and payments created in QuickBooks from order or job data, with IDs written back (Meljac, PCMGKC).
- Documents
- Change orders, quotes and contracts generated from Google Sheets or document templates and attached to the item (Winegardner, JMI).
- Board provisioning
- New project boards created from templates and linked to master trackers the moment a job is won (Winegardner, Ray White Management Queensland).
- Industry systems
- Property data kept in sync between a sector CRM such as VaultRE and monday.com campaign boards (RWC Retail).
- Content and AI
- Posts drafted by AI from a monday.com editorial calendar and published to five social platforms (Trust Tree).
Example
Winegardner Masonry Industries runs five Make.com scenarios against monday.com. They provision project boards from templates, sync milestone progress to a workload tracker, generate sequential change order numbers and revisions, and fill a Google Sheets change order template with labour, equipment and materials before exporting it to Excel and attaching it to the item. Change order document preparation time fell by 70 to 80%.
Related case study
Construction Insight and Planning