Indy + monday.com

Indy + monday.com integrations

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.

When this happens...
Proposal ApprovedTriggers when a proposal is approved.
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with Indy and monday.com

Discover other triggers and actions you can use with Indy and monday.com

Client Created
Triggers when a new client is created.
Trigger
Instant
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Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Deposit Paid
Triggers when an invoice deposit is paid.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed.
Trigger
Instant
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Deliverable Created
Triggers when a deliverable is created.
Trigger
Instant
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Project Marked Done
Triggers when a project is marked done.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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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

Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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- Form
  Required
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Deliverable Marked Done
Triggers when a deliverable is marked done.
Trigger
Instant
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Project Created
Triggers when a project has been created.
Trigger
Instant
Try It
Proposal Approved
Triggers when a proposal is approved.
Trigger
Instant
Try It
Task Marked Done
Triggers when a task is marked done.
Trigger
Instant
Try It
- 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

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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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.

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Related categories

Project Management

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Related Zap Templates

Update multiple columns in monday.com when new paid invoices are noted in Indy

Create new items in monday.com when invoices get paid in Indy

Create new items in monday.com when contracts are signed in Indy