One click keeps the deal sheet and the Monday board in agreement, with no double entry.
- Edit in Sheets or Monday
- Menu button
- Sync both ways
- Both systems match
The problem
What needed to be handled
Operations teams tracked deals in both Google Sheets and Monday.com, and the two were constantly out of date.
What we built
System details
- A Google Apps Script with menu buttons inside the sheet.
- Pulls deal data from Monday into Sheets and pushes edits back, with batching and retries to respect API limits.
- Covers purchase price, sales price, expenses, escrow dates, deposits, liens, and notes.
Facts
- Manual data entry
- Eliminated
- Sync direction
- Two-way
Stack
- Google Apps Script
- Google Sheets
- Monday.com GraphQL API
Related services
Ready to put a system in place?
Let's discuss your calls, leads, and workflows. Get in touch to plan your next step.