InvestorBase + monday.com
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.
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.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- automatically do this!Create Item
Create a new Item in a board
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New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItSend Offer Details Event
Triggers when someone submits an offer in one of your listings
Try ItBoard IDRequired
Try ItBoard IDRequired
Group Names to trigger on
Try It
Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItNameRequired
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
Item Created In Board Copy
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try It
