Create items in monday.com for new purchases in Trainerize
Streamline your sales process and stay organized with this workflow between Trainerize and monday.com. Whenever there's a new purchase in Trainerize, it'll create an item in a monday.com board of your choice. This way, you can easily keep track of all purchases and focus on providing top-notch training services to your clients.
Streamline your sales process and stay organized with this workflow between Trainerize and monday.com. Whenever there's a new purchase in Trainerize, it'll create an item in a monday.com board of your choice. This way, you can easily keep track of all purchases and focus on providing top-notch training services to your clients.
- When this happens...New Purchase
Triggers when there's a new purchase.
- automatically do this!Create Item
Create a new Item in a board
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