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Fundwave + monday.com + Filter by Zapier

Fundwave + monday.com + Filter by Zapier

Fundwave + monday.com integrations

Add newly won deals on monday.com as Fundwave assets

Add an asset to Fundwave when a new deal's status is changed to won on monday.com.

When this happens...
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with monday.com, Filter by Zapier, and more

- 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
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
- Deal Name
  Required
- Pipeline ID
  Required
- Description
- Stage (ID)
- Contact Person Name
- Contact Person Email
- Contact Person Mobile No
- How much you are raising
- Sector ID
- Sub Sector ID
- Source (ID)
Action
Write
- Note Content
  Required
- Pipeline ID
  Required
- Deal ID
  Required
Action
Write
- Asset ID
- Asset Name
  Required
- Currency Code
  Required
- Country Code
  Required
- Sub Sector ID
  Required
- Fund ID
  Required
Action
Write
- Asset Update Type Name
Action
Search
- Currency Name or Code
Action
Search
- Fund Name
Action
Search
- Pipeline ID
  Required
- Sector Name
Action
Search
- Pipeline ID
  Required
- Stage Name
Action
Search
- Pipeline Name
Action
Search

- 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
- Only continue if...
  Required
Action
Filter
- Fund Name
  Required
- Currency Code
  Required
- Country Code
  Required
- Incorporation Date of the Fund Parnership (YYYY-MM-DD)
  Required
- Fund Initial Closing Date (YYYY-MM-DD)
  Required
- Fund Type
  Required
- Investor Account Type
  Required
- Chart Of Accounts
  Required
- Manager ID
- Source Fund ID
- Template COA ID
- Is New COA
Action
Write
- Text of the Asset Update
  Required
- Asset ID
- Asset Update Type ID
- Date of the Asset Update (format -> YYYY-MM-DDTHH:MM:SSZ)
- Is the Asset Update Significant?
Action
Write
- Asset Name
Action
Search
- Country Name or Code
Action
Search
- Pipeline ID
- Deal Name or Contact Person Email
Action
Search
- Manager Name
Action
Search
- Pipeline ID
  Required
- Source Name
Action
Search
- SubSector Name
Action
Search

About Fundwave

Fundwave helps you run your operations for a Venture Capital or Private Equity fund.

Related categories

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.

Related categories

Project Management

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

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