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InvestorBase + monday.com

InvestorBase + monday.com

InvestorBase + monday.com integrations

Create new items in monday.com when new buyer export events occur in InvestorBase

Whenever a new buyer appears in the InvestorBase app, this workflow springs into action, creating a new item within your monday.com board. This seamless automation ensures that every crucial buyer-related update from InvestorBase is swiftly reflected on your monday.com platform, keeping your team well-informed and synchronized.

  1. When this happens...
    New Buyer Export Event
    New Buyer Export Event
    New Buyer Export EventTriggers when you click "Send to Zapier" on a buyer.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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More things you can do with InvestorBase and monday.com

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

  • InvestorBase triggers, actions, and search
    New Buyer Export Event

    Triggers when you click "Send to Zapier" on a buyer.

    Trigger
    Instant
    Try It
  • InvestorBase triggers, actions, and search
    Multiple Buyers Export Event

    Triggers when you click "Send to Zapier" after selecting multiple buyers.

    Trigger
    Instant
    Try It
  • InvestorBase triggers, actions, and search
    Send Offer Details Event

    Triggers when someone submits an offer in one of your listings

    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
  • InvestorBase triggers, actions, and search
    Buyers List Automation Event

    Triggers when "Send to Zapier" is clicked in the buyers page.

    Trigger
    Instant
    Try It
  • InvestorBase triggers, actions, and search
    Multiple Buyers List Automation Event

    Triggers when multiple buyers from your buyer list are selected.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Email
    • Phone
    • Full Address
    • Is a Flipper?
    • Is a Landlord?
    • Buys: Single Family Residence
    • Buys: Multi Family Residence
    • Buys: Condo
    • Buys: Land
    • Buys: Mobile Home
    • Buys: Other
    • Notes
    • Is Buyer VIP?
    • Max Purchase Price
    • Min Purchase Price
    • Max Renovation Budget
    • Oldest Year Built
    • Company Name
    • Doesn't Buy: Septic
    • Doesn't Buy: Multi Lane Road
    • Doesn't Buy: Well Water
    • Doesn't Buy: Commercial Adjacent
    • Doesn't Buy: HOA
    • Doesn't Buy: Pool
    Action
    Write
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
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About InvestorBase
InvestorBase is a tool for real estate investors to find house flippers and landlords.
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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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