InvestorLift + monday.com

Create new items in monday.com when new offers arise in InvestorLift

Streamline your investment management process with this seamless workflow. Once a new offer appears inside the InvestorLift app, an item is instantly created within your monday.com dashboard. It's an efficient solution that helps you track investment offers, save time and stay organized.

Streamline your investment management process with this seamless workflow. Once a new offer appears inside the InvestorLift app, an item is instantly created within your monday.com dashboard. It's an efficient solution that helps you track investment offers, save time and stay organized.

  1. When this happens...
    InvestorLiftInvestorLift
    New Offer

    Triggers when there's a new Offer.

    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

  • InvestorLift triggers, actions, and search

    New Loan Lead

    Triggers when there's a new Loan Lead (available only for Lenders).

    Trigger
    Instant
    Try It
    • Street AddressRequired

    • CityRequired

    • CountyRequired

    • StateRequired

    • ZipRequired

    • LatitudeRequired

    • LongitudeRequired

    • Countertops

    • Appliances

    • Kitchen

    • Bathrooms Condition

    • Yard

    • Exterior

    • Priority

    • Timeframe

    • Feel

    • Asking Price

    • Bathrooms

    • Half Bathrooms

    • Bedrooms

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • Contact Me

    • Message

    • Zestimate

    • Unit

    • Year Built

    • Lot Size

    • Square Footage

    • UTM Source

    • UTM Medium

    • UTM Campaign

    • UTM Term

    • UTM Content

    • Note

    • Google Click ID

    • Microsoft Click ID

    Action
    Write
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investorlift logo

About InvestorLift

InvestorLift's software powers the most profitable real estate investing businesses in America.

Related categories

  • Sales & CRM
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monday logo

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.
Learn more

Related categories

  • Project Management

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