by Rahul Joshi
Description: Bridge the gap between Monday.com and Jira with this intelligent n8n automation template. The workflow listens for new or updated Monday.com items, normalizes data fields, and syncs them with your Jira backlogβautomatically detecting duplicates using fuzzy matching logic. It then creates or updates Jira issues accordingly and logs the results back into Monday.com, ensuring your product and engineering teams stay aligned in real time. Ideal for project managers, product ops, and agile teams who manage intake in Monday.com but execute tasks in Jira. β What This Template Does (Step-by-Step) π Webhook Trigger from Monday.com: Starts automatically whenever a new task or update occurs in Monday.com. π Normalize Monday.com Data: Extracts and cleans key data fields such as summary, component, severity, and description for consistent formatting before sending to Jira. π Query Jira Backlog: Fetches all existing issues from Jira to establish a baseline for duplicate detection. π Detect Duplicates with Fuzzy Matching: Compares Monday item titles with Jira summaries using character-level similarity (>80% threshold) to detect potential duplicates even with minor variations. βοΈ Decision Gate: Duplicate or New: If duplicate found: updates the existing Jira issue with new data. If no match: creates a new Jira task in the appropriate project and issue type. π§ Update Existing Jira Issues: Automatically enhances Jira tickets with latest information from Monday.com including updated priority, description, and reference links. β¨ Create New Jira Issues: For new requests, generates a Jira task with details mapped from Mondayβcomplete with severity, component, and description. π Log Actions Back to Monday.com: Posts an update back to the originating Monday item confirming whether the action created or updated a Jira issue, including timestamp and Jira key link. π (Optional) Create New Monday Board: Can also auto-create a private board in Monday.com for project-specific task organization. π§ Key Features π Smart fuzzy duplicate detection (>80% match threshold) βοΈ Full bidirectional visibility between Monday.com and Jira π’ Automatic task creation and update logic π§Ύ Real-time status logging and audit trail in Monday.com π Secure API-based connections for both platforms πΌ Use Cases π‘ Sync product feedback and feature requests from Monday to Jira π― Centralize intake forms and align engineering backlogs π€ Eliminate duplicate Jira issues from multiple product submissions π Maintain transparent traceability across tools π¦ Required Integrations Monday.com API β for item intake and updates Jira Software Cloud API β for issue creation and modification π― Why Use This Template? β Eliminates duplicate Jira issues automatically β Keeps Monday.Com and Jira perfectly aligned β Saves hours of manual task reconciliation β Ideal for agile and cross-functional collaboration
by Intuz
This n8n template from Intuz provides a complete and automated solution to streamline your sales and accounting process. Simply add new transaction details to a designated Google Sheet, and this workflow takes over. Using specific status keywords in a column to trigger the process, it automatically creates new customer profiles and generates sales receipts in QuickBooks. This creates a complete, end-to-end system from a simple spreadsheet entry to a formal accounting record, eliminating manual data entry. How it works This workflow streamlines the process of recording sales from a Google Sheet into QuickBooks Online, intelligently handling both new and existing customers. 1. Trigger on New Row: The workflow starts automatically whenever a new row is added to your specified Google Sheet. 2. Check for Existing Customer: It takes the customer's name from the new row and searches your QuickBooks account to see if a customer with that DisplayName already exists. 3. Conditional Logic (IF Node): Based on the search result, the workflow splits into two paths: If Customer Exists (True Path): The workflow proceeds directly to create a Sales Receipt, linking it to the existing customer's ID found in the search. If Customer Does Not Exist (False Path): The workflow first creates a new customer in QuickBooks using the name and email from the sheet. It then uses the ID of this newly created customer to generate the corresponding Sales Receipt. How to Use: Quick Start Guide Prepare your Google Sheet: Make sure you have a Google Sheet with clear headers for your sales data. The template is configured for the following columns: CustomerName, Email, Amount, and Quantity. Import the Template: Click the "Use Template" button to import the workflow into your n8n instance. Configure Google Sheet Node: Enter the Spreadsheet ID from your Google Sheet's URL. Enter the Sheet Name where your sales data is located (e.g., Sheet1). Configure the QuickBooks Nodes: Select your QuickBooks Online credential or create a new one for the "Search for Customer", "Create Receipt for EXISTING Customer", "Create New Customer", and "Create Receipt for NEW Customer" nodes. Important: In both "Create Receipt" nodes, you must provide a valid Product/Service ID from your QuickBooks account. Find this in the node parameters under Line > Sales Item Line Detail > Item Ref > Value. Activate the Workflow: Save your changes and activate the workflow. Now, every new row you add to the Google Sheet will automatically create the necessary records in QuickBooks. Key Requirements to Use Template An active n8n instance. A Google account with a prepared Google Sheet. A QuickBooks Online account. A QuickBooks Developer account to obtain the API credentials needed to connect to n8n. At least one Product or Service item set up in your QuickBooks account to be referenced in the sales receipts. Connect with us Website: https://www.intuz.com/services Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Worflow Automation Click here- Get Started
by System Admin
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by System Admin
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