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DealMachine + monday.com

Create new items in monday.com when new leads appear in DealMachine

When a new lead appears in DealMachine, this workflow ensures that a corresponding item is generated right away in monday.com. Streamline your lead management process by cutting out manual data entry and ensuring all relevant information is instantly captured inside your project management tool. Boost your efficiency and never miss a promising opportunity again.

When this happens...
TriggerPolling
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with DealMachine and monday.com

Discover other triggers and actions you can use with DealMachine and monday.com

- Search Query
  Required
- Suggestion Scope
- State (2-letter)
- Maximum Results
Action
Search
- Full Address
- Street
- City
- State (2-letter)
- ZIP
- Contact Audience
- Fields
Action
Search
- Email
  Required
- Include Properties
- City Place ID
- Fields
Action
Search
- Phone
  Required
- Include Properties
- City Place ID
- Fields
Action
Search
- Subject Property ID
  Required
- Timeframe
- Radius (miles)
- Max Comps
Action
Search

- Person ID
  Required
- Include Properties
- Property Limit
- Fields
Action
Search
- Source Type
- Search
Action
Search

- Location Type
- Location Code
- Latitude
- Longitude
- Radius (miles)
- Page
- Results Per Page
- Estimate Cost Only (no credits spent)
- Advanced: Filters JSON
- Advanced: Locations JSON
Action
Search
- Search Query
  Required
- Type
- State (2-letter)
Action
Search
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Formula_columns_notice
- Board
- Item
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
Action
Search

- Phone
  Required
Action
Search
- APN
  Required
- State (2-letter)
  Required
- Contact Audience
- Fields
Action
Search
- Last Name
  Required
- First Name
- Middle Initial
- State (2-letter)
- City Place ID
- Include Properties
- Fields
- Page
- Results Per Page
Action
Search
- Latitude
  Required
- Longitude
  Required
- Contact Audience
- Fields
Action
Search
- Person IDs
  Required
- Fields
- Include Properties
Action
Search
- Property ID
  Required
- Contact Audience
- Fields
Action
Search
- Source Type
- Search
Action
Search
- Location Type
- Location Code
- Latitude
- Longitude
- Radius (miles)
- Contact Audience
- Page
- Results Per Page
- Estimate Cost Only (no credits spent)
- Advanced: Filters JSON
- Advanced: Locations JSON
Action
Search
- Full Address
- Street
- Unit
- City
- State (2-letter)
- ZIP
Action
Search
- Formula_columns_notice
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Formula_columns_notice
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Formula_columns_notice
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Formula_columns_notice
- Find_items_limit_notice
- Board
  Required
- Column to Search
  Required
- Include Subitems?
- Include Updates?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board
  Required
- Group
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

About DealMachine

DealMachine is a real estate investing platform that helps investors find property owners, manage leads, and run direct mail campaigns.

HelpHelp

Related categories

Sales & CRM

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

HelpHelp

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Insightly

CRM (Customer Relationship Management)

Related Zap Templates

Create new columns in monday.com when new leads come in from DealMachine

Related Zap Templates

Create new columns in monday.com when new leads come in from DealMachine