Create commercial applicants with opportunities in EZLynx for new items on your monday.com board
Streamline your project management and insurance application process with this efficient workflow. When a new item is added on your monday.com board, it instantly creates a commercial applicant with an opportunity in the EZLynx system. This helps you reduce the manual effort in data entry, thereby accelerating your productivity and ensuring seamless progression from task creation to insurance application.
Streamline your project management and insurance application process with this efficient workflow. When a new item is added on your monday.com board, it instantly creates a commercial applicant with an opportunity in the EZLynx system. This helps you reduce the manual effort in data entry, thereby accelerating your productivity and ensuring seamless progression from task creation to insurance application.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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