Create new Housecall Pro customers when specific column values change in your monday.com board
Stay on top of your customer management tasks with this efficient workflow. When specific column values are modified in your monday.com board, a new customer profile is promptly created in Housecall Pro. This streamlines your process, ensuring your customer data in the Housecall Pro app stays updated in real time. It's ideal for businesses seeking to improve customer tracking, response times, and team collaboration.
Stay on top of your customer management tasks with this efficient workflow. When specific column values are modified in your monday.com board, a new customer profile is promptly created in Housecall Pro. This streamlines your process, ensuring your customer data in the Housecall Pro app stays updated in real time. It's ideal for businesses seeking to improve customer tracking, response times, and team collaboration.
- When this happens...Specific Columns Values Changed in Board
Triggers when one of the specified columns' value is changed in the selected board
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps