Connect Cin7 to monday.com
Send Cin7 deals, opportunities, leads and 18 more data types to monday.com on a schedule. Filter by date. Refresh as often as every 15 minutes.
Cin7 board
How to connect Cin7 and monday.com
5 steps. You can preview the Cin7 data in Coupler.io before anything reaches monday.com.
Step 1 of 5
Connect Cin7
Enter your Cin7 account ID and API key. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Cin7 data you want in monday.com.
Show 13 more data types Show fewer data types
Step 3 of 5
Sales export filters
Step 4 of 5
Connect monday.com
Install the Coupler.io app in monday.com, connect your account, then pick the workspace and board for the Cin7 data.
Step 5 of 5
Choose a write mode and schedule
Every run either replaces or appends the data in monday.com. Run it as often as every 15 minutes.
Each run wipes previously imported data from the board and loads fresh Cin7 data.
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Build your Cin7 integrations with these destinations
Get the most of Cin7 to monday.com integration
Gather data
Understand data
Automate data
Act on data
21 data types, including Deals, Opportunities, Leads, Customers and Products.
With your Cin7 account ID and API key, entered once when you add the connection.
Yes. Filter by sales created date or sales updated date to load the period you need.
On the board you choose. Pick an existing board or enter a name to create one, and Coupler.io writes each Cin7 record as an item on it.
Not with Replace, which swaps out the previously imported items. Append adds new items on each run, so pair it with a date filter.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches monday.com.
