4Degrees + monday.com

4Degrees + monday.com integrations

Create new monday.com items for every new deal in 4Degrees

This workflow springs into action as soon as a New Deal arises in your 4Degrees account. It efficiently creates a new corresponding item in your monday.com board, enabling you to track all agreements from inception to fruition. Enhance your deal tracking efficiency and never miss a task with this seamless system.

When this happens...
New DealTriggers when a new deal is created. The Deal is exported to zapier.
TriggerPolling
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with 4Degrees and monday.com

Discover other triggers and actions you can use with 4Degrees and monday.com

- List Name
  Required
- Stage
Trigger
Polling
Try It
New Exported Contact
Triggers when a contact is exported to Zapier.
Trigger
Polling
Try It
New Reminder
Trigger when a new reminder is created. The reminder is exported to Zapier.
Trigger
Polling
Try It
- Contact Email
  Required
- Interaction Date
- Interaction Type
- Interaction Notes
Action
Write
- List Name
- Deal Name
  Required
- Note Date
- Note text
  Required
Action
Write

- Contact Email
  Required
- Contact Id
- First Name
- Last Name
- Job Role
- Job Company
- Location
- Tags
- Phone Number
- Phone Number Type
- Address Type
- Address Street Line 1
- Address Street Line 2
- Address City
- Address State
- Address Zip
- Address Country
- Job Start Date
- Job End Date
Action
Write
- Board ID
  Required
Trigger
Instant
Try It

- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

- Tags Seperated by Comma
- Custom Field
- Custom Field Value
Trigger
Polling
Try It
- List Name
  Required
- Stage
Trigger
Polling
Try It
- Full Name
  Required
- First Name
- Last Name
- Email
  Required
- Job Role
- Job Company
- Location
- Tags
- Source
- Phone Number Type
- Phone number
- Address type
- Address Street Line 1
- Address street line 2
- Address City
- Address State
- Address Zip
Action
Write
- Deal List
  Required
- Company Name
  Required
- Company Url
- Description
- Location
- Tags
- Source
- Document Link
- Deal / List Record Type
- Contact email (if you selected Record Type of "Contact" above)
- Associated Contact Emails
Action
Write
- Target Type
- Target Name
  Required
- Due Date
- Assignee Email
- CC Emails
- Note
  Required
Action
Write
- Deal Name
  Required
- Deal List
  Required
- Edit website
- Edit location
- Edit description
- Edit source
- Edit Owner
- Edit Employee Count
- Document Link
- Associated Contact Emails
Action
Write
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

About 4Degrees

4Degrees is a relationship intelligence CRM platform that empowers deal-driven, relationship-focused teams to activate their vast relationship networks to source and close more deals.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

HelpHelp

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Insightly

CRM (Customer Relationship Management)

Related Zap Templates

Create new deals in 4Degrees whenever new items are added in monday.com boards

Create new contacts in 4Degrees from new items in a monday.com board

Update multiple columns in monday.com when deals are updated in 4Degrees