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Brivity + monday.com

Create new leads in Brivity from new items in monday.com boards

When a new item gets added to your monday.com board, you might want to immediately act on it and create a new lead in Brivity. This workflow ensures your team can follow up on new opportunities without delay. It's the perfect solution for businesses wanting to streamline their lead management process using monday.com and Brivity.

When a new item gets added to your monday.com board, you might want to immediately act on it and create a new lead in Brivity. This workflow ensures your team can follow up on new opportunities without delay. It's the perfect solution for businesses wanting to streamline their lead management process using monday.com and Brivity.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    BrivityBrivity
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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brivity logo

About Brivity

Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
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Related categories

  • CRM (Customer Relationship Management)

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monday logo
monday logo

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.

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