Create new Axonaut prospects from new monday.com board items
Streamline your sales process with this efficient workflow. When a new item is added within your monday.com board, it sets off this mechanism to create a new prospect within Axonaut. This solution provides a seamless transition of information, saving you time and maintaining accuracy in your sales pipeline.
Streamline your sales process with this efficient workflow. When a new item is added within your monday.com board, it sets off this mechanism to create a new prospect within Axonaut. This solution provides a seamless transition of information, saving you time and maintaining accuracy in your sales pipeline.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Prospect
Creates a prospect / customer
ActionWriteCreate a new record or update an existing record in your app.
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New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
Board KindRequired
Template Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item NameRequired
Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
New Group Title
Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Axonaut User
Triggers when a new Axonaut user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Employee
Triggers when a new employee is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Ticket
Triggers when a new support ticket is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany IDRequired
Employee firstname
Employee lastname
Employee email
Employee phone number
Employee cellphone number
Employee job
Employee custom fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense title
supplier id
Supplier thirdparty code
Expense date
Expense amount
Tax rate
Tax accounting code
Tax amountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IdRequired
Invoice NatureRequired
Payment amountRequired
Payment DateRequired
Payment Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product nameRequired
Product price
Product tax rate
Product type
Product description
Product internal ID
Product code
Product weight
Product location
Product stock
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IdRequired
Quotation Online Payment
Name
Price
Tax rate
Quantity
Description
Id
Internal Id
Tips
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket titleRequired
Ticket description
Ticket priority
Ticket company ID
Ticket project ID
Ticket custom fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee email
Employee phone
ActionThis is an event a Zap performs.SearchFind existing data in your app
Board IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column TitleRequired
Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group ID
Item NameRequired
Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
ColumnRequired
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column to search inRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Closed Ticket
Triggers when a ticket is closed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contract
Triggers when a new contract is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunities statusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany nameRequired
Company description
Company address street
Company address zip code
Company address city
Company address country
Company SIRET
Company Intracommunity number
Company Business Manager
Company custom fields
Employee firstname
Employee lastname
Employee Gender
Employee emailRequired
Employee phone number
Employee cellphone number
Employee Job
Employee Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event Date
Event date timestamp
Event contentRequired
Event company ID
Employee Email
Event title
Event duration
Event nature
Event status
Event users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee emailRequired
Invoice Contract ID
Allow Gocardless Payment
Delivery Address Company Name
Delivery Address Contact Name
Delivery address Street
Delivery address zip code
Delivery address city
Delivery address country
NameRequired
PriceRequired
Tax rate
QuantityRequired
Description
Id
Internal Id
Reference
Unit job costing
Tips
Invoice reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Opportunity name
Opportunity amountRequired
Opportunity comment
Opportunity pipeRequired
Opportunity stepRequired
Business manager emailRequired
Opportunity probabilityRequired
Opportunity custom fields
Employee firstname
Employee lastname
Employee email
Employee phone
Employee cellphone
Employee gender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company Description
Company Address street
Company Address zip code
Company Address city
Company Address country
Company Custom fields
Company categories
Company SIRET
Company Intracommunity number
Company Business Manager
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier nameRequired
Supplier Description
Supplier Address street
Supplier Address zip code
Supplier Address city
Supplier Address country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuotation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany name
Company Internal id
Company type
Company address city
Company addresse zipcode
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee email
Employee phone
Company nameRequired
Company description
Company address street
Company address zip code
Company address city
Company address country
Company SIRET
Company Intracommunity number
Company Business Manager
Company custom fields
Employee firstname
Employee lastname
Employee Gender
Employee emailRequired
Employee phone number
Employee cellphone number
Employee Job
Employee Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Related categories
Related Zap Templates
- Create new Axonaut events when specific column values in monday.com boards are updated
- Create new monday.com items when new companies are added in Axonaut
- Create new monday.com items for each new Axonaut invoice
- Create Axonaut companies and employees from new monday.com board items
- Generate new Axonaut invoices when specific column values change in monday.com boards