FieldPulse + monday.com

Generate new FieldPulse leads from monday.com board items

Streamline your project management and sales pipeline with this workflow. When a new item pops up on your monday.com board, it instantly creates a lead in FieldPulse. This efficient process ensures that your team stays up-to-date on all projects and potential clients, allowing for seamless project progression and improved business growth.

When this happens...
New Item in Board
Triggers when an item is created in a specific board.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Scheduled
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Try It
- Board IDRequired
- Group IDRequired
Action
Write

- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
Action
Write

- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search
New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- Job Id
- FileRequired
- FilenameRequired
Action
Write
- 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
Action
Write
- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Search or write

- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search
- Customer Id
- FileRequired
- FilenameRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- City
- State
- Zip Code
- Address
- Notes
- Job Notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search by text
- Customer ID
- Project ID
- Project Name
Action
Search

About FieldPulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.

Related categories

Project 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.

Learn more Help

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Insightly

CRM (Customer Relationship Management)

PRODUCTS

CAPABILITIES

By team

FieldPulse + monday.com

Generate new FieldPulse leads from monday.com board items

Any Column Value Changed in Board

New Board

Specific Column Value Changed in Board

Board IDRequired

Column IDRequired

New User

Archive Group

Board IDRequired

Group IDRequired

Update Item Name

Board IDRequired

Item IDRequired

New Item Name ValueRequired

Create Board

Board NameRequired

Board KindRequired

Template Id

Create Group

Board IDRequired

Group NameRequired

Create Subitem

Board IDRequired

Item NameRequired

Subitem NameRequired

Delete Group

Board IDRequired

Group IDRequired

Group Position

Board IDRequired

Group IDRequired

New Group Title

Should add group to top?

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Board Values

Board IDRequired

Get File Column Values

Board IDRequired

Item IDRequired

ColumnRequired

Get Subitem Values

Board IDRequired

Item IDRequired

New Customer

Attach Job File

Job Id

FileRequired

FilenameRequired

Create Job

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 Customer

Search Value

Search Jobs

Search by text

Job ID

Customer ID

Project ID

Project Name

Job Start Date

Job End Date

Find or Create a Customer

Search Value

First NameRequired

Last Name

Email