Customers.ai + monday.com
Update and manage contact attributes in Customers.ai to create items in monday.com
Keep track of your customer attributes in Customers.ai and effortlessly manage your data on monday.com with this workflow. When there's a new or updated contact attribute in Customers.ai, it instantaneously creates an item in your monday.com platform. This process not only helps you stay current with customer information but also boosts your team's productivity by reducing manual data entries.
Keep track of your customer attributes in Customers.ai and effortlessly manage your data on monday.com with this workflow. When there's a new or updated contact attribute in Customers.ai, it instantaneously creates an item in your monday.com platform. This process not only helps you stay current with customer information but also boosts your team's productivity by reducing manual data entries.
- When this happens...New or Updated Contact Attribute
Triggers when you add/update a selected custom attribute on a contact.
- automatically do this!Create Item
Create a new Item in a board
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Trigger NameRequired
Try ItAttribute NameRequired
Try ItPhone Number or EmailRequired
Full Name
First Name
Last Name
Lookup AttributeRequired
Lookup ValueRequired
New Contact
Triggers when a new contact is added to your page.
Try ItAutomation IDRequired
Phone Number or EmailRequired
Full Name
First Name
Last Name
Recipient IDRequired
MessageRequired
Messaging Type
Tag
IDRequired
