FieldPulse + monday.com
Create items in monday.com for new customers in FieldPulse
Streamline your customer onboarding process with this ingenious workflow. As soon as a new client signs up in FieldPulse, it effortlessly creates a new item in monday.com, ensuring every customer detail is effectively managed and tracked. This seamless link between FieldPulse and monday.com not only saves time but also ensures accuracy of information across systems, boosting your efficiency and productivity levels.
Streamline your customer onboarding process with this ingenious workflow. As soon as a new client signs up in FieldPulse, it effortlessly creates a new item in monday.com, ensuring every customer detail is effectively managed and tracked. This seamless link between FieldPulse and monday.com not only saves time but also ensures accuracy of information across systems, boosting your efficiency and productivity levels.
- When this happens...New Customer
Trigger when a new customer is added.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
Trigger when a new customer is added.
Try ItJob Id
FileRequired
FilenameRequired
Customer IdRequired
Job TitleRequired
Start time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
End time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
Notes
Search Value
Customer Id
FileRequired
FilenameRequired
First NameRequired
Last Name
Email
Phone
Address
City
State
Zip Code
Notes
First NameRequired
Last Name
Email
Phone
City
State
Zip Code
Address
Notes
Job Notes
Search by text
Job ID
Customer ID
Project ID
Project Name
Job Start Date
Job End Date
