Hello everyone, please I need help with this because my head is going to explode:
- I need to use Monday.com to track sales. (new sale made → payment->order preparation->invoicing->delivery)
- my sales system sends mail to monday.com when a sale is generated and with this automation a new item is created in the main panel.
- Then when the accounting area confirms the customer’s payment, the status is manually changed and it goes to order preparation.
------- SO FAR EVERYTHING OK .------
-I have the problem here: in the invoicing column it should be shown when the fiscal document is made (my sales system sends an email when it is invoiced) my problem is that I cannot make this column change status through the mail . In short: I need to change the status of this column when my sales system sends mail to monday.com informing that the invoice is ready.
Thank you very much for your time