Monday to

Hi, please could anyone share how can build below scene?

  1. Create board of billing in
  2. Inside that board will contain customers list.
  3. Set billing recurrent reminder from board to a specific Discussion of, one customer for one Discussion.

Thanks in advance

Hey @Kmk :wave:

First, I would recommend creating a CRM board that includes your customers and their contact information: as a CRM

From there, you can use the Quotes & Invoices app to manage billing for those customers.

If you specifically want to link this information with a different system like, something you can try would be to use one of our 3rd party platform integrations to build your own integration with that system:

Otherwise, if you are comfortable coding or have access to any developers, you can build your own integration using our API:

If you need additional support on our APIs or apps platform, I would recommend doing a search for your question in our developer community here. You can also post to the community to get help from other developers.

If you need help building custom integrations, we also have an option for paid assistance through our network of certified partners. If this interests you, simply fill out this form and someone will be in touch shortly!

As for sending notifications to your customers, we have a few different integrations with different systems that will allow you to contact people external to your account. Here’s a few examples:

You can also check the marketplace for other systems we might have an app for already: The monday apps marketplace

You can also refer to this article for internal notifications: Alerts and Reminders with Automations

I hope this helps! Remember to mark as solved if this answers your question :slight_smile:


1 Like

Hi @Kmk :wave:

It look like this post here Monday to - #2 by jennap might have answered your question, is that correct?

If so, please don’t forget to mark it as the solution so other users can easily find it, and to close this thread :slightly_smiling_face:
If not, feel free to ask any additional questions you have!


Hi again @Kmk

I hope the answers in this thread are useful!
As we haven’t had any updates here, I’m going to go ahead and mark this thread as solved.
This means that the thread will close in 7 days time :slightly_smiling_face:

If you have any additional questions or you feel your original query wasn’t resolved, please feel free to let us know and we’ll be happy to continue to assist!



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