Update/synchronize existing clients/contacts

kneppel · December 19, 2019, 12:37am

Looking for a way to synchronize realtime or periodically existing client fields and/or fields of contacts connected to those clients.

Currently we are using Monday as CRM tool and Ninja as invoicing tool.

Ideally we would like Monday to be the Master of Customer data. Next best would be the other way around. Or even with an intermediate step of excel and the like.

We have been experimenting with a few integration tools (incl Zapier) but with no success so far.

Does somebody have experience with this challenge and could point me in a good direction ?

Thanks in advance !

hillel · December 19, 2019, 9:16am

Hmm… I would have suggested Zapier.

What specific problems are you running into?

kneppel · December 20, 2019, 1:21am

Using zapier we do not find a way to

update EXISTING clients and contacts
add new contacts to existing clients

hillel · December 20, 2019, 3:02am

Thanks for the details! Those actions aren’t supported by Zapier but I believe they are supported by Integromat.

https://www.integromat.com/en/integrations/dapulse/invoiceninja

kneppel · December 20, 2019, 3:04am

thank you ! we"ll have a look