1.Detects new board item
Integrate monday.com and onboarding tools to capture the new board item payload to map vendor fields.
Create new payee record and append to payments directory
Automatically monitor new item created in board across monday.com and related finance systems. Create and update payee and payments directory records when email matches are missing, so you can onboard vendors faster and avoid manual data entry.
How this automation creates payment-ready payee records
When new item created in board arrives without matching directory records, onboarding stalls and billing-ready data stays incomplete. This automation splits names, looks up by email, and creates payee records and adds rows to your payments directory—so your team can onboard vendors without manual data entry.
monday.comor swap with your favorite app
2.Splits full name into first and last
Integrate Formatter by Zapier and data formatting tools to split the source name into first name and last name fields.
Formatter von Zapieror swap with your favorite app
3.Looks up payments directory by email
Integrate Google Sheets and directory lookup tools to search the payments directory worksheet by email and return a match.
Google Sheetsor swap with your favorite app
4.Continues only for non matches
Integrate Filter by Zapier and conditional routing tools to continue only when the directory lookup did not find a match.
Filter von Zapieror swap with your favorite app
5.Posts create payee request
Integrate Webhooks by Zapier and vendor onboarding tools to POST create payee and map first name, last name, and email.
Webhooks von Zapieror swap with your favorite app
6.Appends new row to payments directory
Integrieren Sie Google Sheets and reporting tools to add a new row to the payments directory in mapped fields and a formatted date.
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