EnergySage + monday.com

EnergySage + monday.com integrations

Create new monday.com items for new or updated EnergySage leads

Easily manage your leads from EnergySage with this efficient workflow. Whenever a new or updated lead comes into EnergySage, an item will be created directly in monday.com, helping you track and streamline your lead management process. This removes the need for manual data entry and ensures your team always has the freshest information at its fingertips. Empower your business with seamless and effortless lead management.

When this happens...
New or Updated LeadTriggers when a lead is created or updated.
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with EnergySage and monday.com

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

New or Updated Lead
Triggers when a lead is created or updated.
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It

- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write

- Item ID
  Required
Action
Write
- 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
- 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
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

- Market Property UUID
- Funnel State
  Required
- Street Address
  Required
- City
- State
- Zip Code
- First Name
- Last Name
- Alias email
- Installation Size [kW]
- Installation Cost
- Includes Battery
- Includes Roofing
Action
Write
- 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
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column 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
- 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
- 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
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

About EnergySage

EnergySage is an online marketplace that connects consumers with solar energy providers, offering tools to compare quotes, financing, and installation options.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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

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