Cling + monday.com
Create items in monday.com from newly accepted documents in Cling
Seamlessly manage your documents and projects with this Cling and monday.com workflow. When a document is accepted in Cling, an item is created in monday.com, helping you keep track of progress and stay organized. Easily streamline your process and improve efficiency with this automated solution.
Seamlessly manage your documents and projects with this Cling and monday.com workflow. When a document is accepted in Cling, an item is created in monday.com, helping you keep track of progress and stay organized. Easily streamline your process and improve efficiency with this automated solution.
- When this happens...Document Accepted
Triggers when a document changes status to accepted.
- automatically do this!Create Item
Create a new Item in a board
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
