---
title: 'Applied Epic + monday.com'
url: 'https://www.staging38.commercient.com/product/applied-epic-monday-com/'
date: '2026-06-19T09:57:05-04:00'
modified: '2026-06-19T09:57:05-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to monday.com, giving your team access to Applied Epic data directly within monday.com. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and monday.com, giving sales teams access to ERP customer, order, invoice and inventory data from inside monday.com. The connection also allows monday.com Deals to flow into Applied Epic as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access Applied Epic Price Lists from monday.com
- Sync Applied Epic Credit Notes to monday.com
- Import monday.com Contacts as Applied Epic Customer Contacts
- Connect Applied Epic Quotes to monday.com Deals
- Sync Applied Epic Customers to monday.com Accounts
- Display Applied Epic Invoices in monday.com

## Why Commercient

### Pricing and discount visibility

Sync Applied Epic Price Lists to monday.com so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align monday.com deal values and expected close dates with Applied Epic order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Applied Epic customer credit status and order limits to monday.com so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Applied Epic Customers account assignments to monday.com Accounts so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About monday.com

monday.com is a work management and CRM platform for teams, managing contacts, deals, projects, tasks, workflows and team collaboration.

## Frequently asked questions

### Can Commercient support dashboards or reporting from Applied Epic data in monday.com?

Commercient can support surfacing Applied Epic data inside monday.com views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Applied Epic and monday.com integration scoped and implemented?

Commercient scopes each integration project based on the customer's Applied Epic and monday.com configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Applied Epic Sales Orders history sync to monday.com account records?

Yes, Commercient can sync Applied Epic Sales Orders history to monday.com Accounts records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Applied Epic and monday.com?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Applied Epic and monday.com?

Commercient can synchronise key Applied Epic ERP data with monday.com, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.