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Create or update Cloze persons when new monday.com board items are added
Stay organized and build better relationships by connecting your monday.com and Cloze apps. With this workflow, whenever a new item is added to a board in monday.com, a person will be created or updated in Cloze. This way, your team can effortlessly keep track of essential contacts while maintaining an updated and streamlined database.
- When this happens...New Item in BoardTriggers when an item is created in a specific board.
- automatically do this!Create/Update a PersonCreates or updates a person.
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More things you can do with monday.com and Cloze
Discover other triggers and actions you can use with monday.com and Cloze
- Formula_columns_notice
- Board IDRequired
Try ItTriggerInstant- Formula_columns_notice
- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant- Formula_columns_notice
- Board IDRequired
- Column IDRequired
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- Formula_columns_notice
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling - Formula_columns_notice
- Board IDRequired
- Column IDsRequired
Try ItTriggerInstant- Formula_columns_notice
- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
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