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Agentcis + monday.com

Create new monday.com items for newly acquired Agentcis leads

Use this workflow to instantly manage your sales process efficiently. When a new lead is added in Agentcis, an item will be promptly created in Monday.com. This allows you to track and manage your leads without the need to manually transfer data between platforms, effectively saving time and enhancing productivity in your sales operations.

Use this workflow to instantly manage your sales process efficiently. When a new lead is added in Agentcis, an item will be promptly created in Monday.com. This allows you to track and manage your leads without the need to manually transfer data between platforms, effectively saving time and enhancing productivity in your sales operations.

  1. When this happens...
    AgentcisAgentcis
    New Lead

    Triggers when a new lead is added.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Agentcis triggers, actions, and search

    New Client

    Triggers when a new client is added.

    Trigger
    Scheduled
    Try It
    • Client Identifier

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Phone Number

    • Visa Expiry Date

    • Preferred Intake

    • Street

    • City

    • State

    • Zip Code

    • Assignee

    • Tags

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
    • IdRequired

    • Client Identifier

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Visa Expiry Date

    • Preferred Intake

    • Street

    • City

    • State

    • Zip Code

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
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About Agentcis

Agentcis is a business management application for Education and Migration Agencies that goes beyond currently available CRM platforms.
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Related categories

  • CRM (Customer Relationship Management)

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