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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.

When this happens...
New Buyer Export EventTriggers when you click "Send to Zapier" on a buyer.
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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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

New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Trigger
Instant
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Multiple Buyers Export Event
Triggers when you click "Send to Zapier" after selecting multiple buyers.
Trigger
Instant
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Send Offer Details Event
Triggers when someone submits an offer in one of your listings
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It

- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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- 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

Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Trigger
Instant
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Multiple Buyers List Automation Event
Triggers when multiple buyers from your buyer list are selected.
Trigger
Instant
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- 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
New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- 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

About InvestorBase

InvestorBase is a tool for real estate investors to find house flippers and landlords.

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Related categories

CRM (Customer Relationship Management)

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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Project Management

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