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Indy + monday.com

Create new items in monday.com when proposals are approved in Indy

Keep your project management in sync with your proposal approval process in a more streamlined manner with this workflow. When a proposal is approved in the Indy tool, it activates a process that creates a new item in your monday.com account. This maintains efficient communication within your team, ensuring everyone is promptly updated about the status of each proposal, without any manual effort.

Keep your project management in sync with your proposal approval process in a more streamlined manner with this workflow. When a proposal is approved in the Indy tool, it activates a process that creates a new item in your monday.com account. This maintains efficient communication within your team, ensuring everyone is promptly updated about the status of each proposal, without any manual effort.

  1. When this happens...
    IndyIndy
    Proposal Approved

    Triggers when a proposal is approved.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Indy triggers, actions, and search

    Client Created

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
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About Indy

Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.
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Related categories

  • CRM (Customer Relationship Management)

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