DripJobs + monday.com
Automatically create items in monday.com when new proposals are accepted in DripJobs
Experience seamless project management by integrating DripJobs and monday.com. With this workflow, each time a proposal is accepted in DripJobs, it results in the creation of a new item in your monday.com board. This automation helps you keep track of projects with ease and ensures a streamlined transition from proposal acceptance to project initiation.
Experience seamless project management by integrating DripJobs and monday.com. With this workflow, each time a proposal is accepted in DripJobs, it results in the creation of a new item in your monday.com board. This automation helps you keep track of projects with ease and ensures a streamlined transition from proposal acceptance to project initiation.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Item
Create a new Item in a board
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
Board IDRequired
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try It
