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JobProgress + monday.com

Create new monday.com items from new JobProgress leads

Easily manage your new leads with this seamless workflow between JobProgress and monday.com. As soon as a New Lead is detected in JobProgress, an item is instantly created in your monday.com board. This ensures a consistent transfer of information, saving you time on manual data entry, and allows you to act quickly on new opportunities.

Easily manage your new leads with this seamless workflow between JobProgress and monday.com. As soon as a New Lead is detected in JobProgress, an item is instantly created in your monday.com board. This ensures a consistent transfer of information, saving you time on manual data entry, and allows you to act quickly on new opportunities.

  1. When this happens...
    JobProgressJobProgress
    New Lead

    New Lead from JobProgress

    TriggerScheduled
  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

What does this mean?
  • JobProgress triggers, actions, and search

    New Customer

    New Customer from jobprogress

    Trigger
    Scheduled
    Try It
    • Lead Id

    • Job Id / Job Number (8888-9999-01)

    • Documents ListRequired

    Action
    Write
    • Lead IdRequired

    • Value

    • Latitude

    • Longitude

    • Address

    • City

    • House Number

    • Street

    • Zip Code

    • State

    • Country

    • Company

    • Documents List

    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone

    • Salesman / Customer Rep

    • Job Rep / Estimator

    • Job Description

    • Referral

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
    • IDRequired

    • First NameRequired

    • Last Name

    • PhoneRequired

    • EmailRequired

    • Company Name

    • Address

    • City

    • State

    • Zip Code

    • Country

    Action
    Write
    • Lead IdRequired

    • Value

    • Latitude

    • Longitude

    • Address

    • City

    • House Number

    • Street

    • Zip Code

    • State

    • Country

    • Company

    • Documents List

    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
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jobprogress logo

About JobProgress

JobProgress is a business productivity platform for all home improvement contractors
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Related categories

  • CRM (Customer Relationship Management)

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