Copilot CRM + monday.com

Create new Copilot CRM customers when specific columns values change in your monday.com board

Keep your sales pipeline updated in real time with this workflow for monday.com and Copilot CRM. Every time a key column value changes in your monday.com board, a new customer is instantaneously created in your Copilot CRM. This seamless process enables you to keep your customer information up-to-date effortlessly, improving your task management and enhancing customer relationships.

When this happens...
Specific Columns Values Changed in Board
Triggers when one of the specified columns' value is changed in the selected board.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- Board IDRequired
Trigger
Instant
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- Board IDRequired
- Group Names to trigger on
Trigger
Instant
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- Board IDRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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- Board IDRequired
Trigger
Instant
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- Board IDRequired
Action
Write
- Item IDRequired
Action
Write

- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- BoardRequired
- ItemRequired
- Include Updates?
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- ItemRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search
Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New To-Do
Triggers when a new to-do is added.
Trigger
Polling
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- Customer Type
- Business NameRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- CustomerRequired
- Invoice Number
- Invoice Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- CustomerRequired
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search

- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board IDRequired
- Column IDsRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- BoardRequired
- ItemRequired
- GroupRequired
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- BoardRequired
- Column to SearchRequired
- Include Subitems?
Action
Search
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is added.
Trigger
Polling
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New Property
Triggers when a new property is added.
Trigger
Polling
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
Try It
- CustomerRequired
- Estimate Number
- Estimate Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- TypeRequired
- To-do TitleRequired
- To-do Type
- Description
- Customer
- Property
Action
Write
- PropertyRequired
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

Sales & CRM

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.

Related categories

Project Management

Copilot CRM + monday.com

Create new Copilot CRM customers when specific columns values change in your monday.com board

Any Column Value Changed in Board

Item Moved to Group (Same or Different Board)

New Subitem on Board

Specific Column Value Changed in Board

New Update in Board

Archive Board

Archive Item

Update Item

Create Column

Create Item

Create Update

Delete Item

Duplicate Item

Update Subitem

API Request (Beta)

Find Subitems

Get Board Values

Get File Column Values

Get User Details

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Create Invoice

Update Customer

Find Customer

Find Property

New Item in Board

New Board

Specific Columns Values Changed in Board

Specific Subitem Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Move Item to Group

Upload File to Specific Column

Find Items

Find User by Name

Get Column Values

Get Group Details

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Create To-Do

Update Property

Find Payment

About Copilot CRM

Related categories

About monday.com

Related categories

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