Create monday.com items for new BrokerEngine leads
When a new lead emerges in BrokerEngine, let this workflow give you a hand by creating a corresponding item in monday.com instantly. This helps to streamline your process, ensuring every lead is immediately documented in monday.com for effective tracking, saving you time and preventing any potential lead from falling through the cracks.
When a new lead emerges in BrokerEngine, let this workflow give you a hand by creating a corresponding item in monday.com instantly. This helps to streamline your process, ensuring every lead is immediately documented in monday.com for effective tracking, saving you time and preventing any potential lead from falling through the cracks.
- When this happens...New Lead Created
Triggers when a new lead is created.
- automatically do this!Create Item
Create a new Item in a board
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Try ItSubscribed Tags
Try It