monday.com + MyCRM Sync

monday.com + MyCRM Sync integrations

Create new items in monday.com when new contacts are created in MyCRM Sync

Streamline your business process with this workflow. Whenever a new contact is added in MyCRM Sync, an item is promptly created in your monday.com board. Say goodbye to manual data entry and enhance efficiency by keeping your customer data updated across multiple platforms. Turn your attention to more important tasks, knowing your customer management process is being handled smoothly.

When this happens...
Contact CreatedTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with MyCRM Sync and monday.com

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

Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted.
Trigger
Instant
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Deal Status Changed
Triggers when a deal changes status.
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
Try It
- 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
Try It

- 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

Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
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- Title
- First Name
  Required
- Preferred Name
- Last Name
  Required
- Email
  Required
- Mobile
  Required
- Date of Birth
- Gender
- Marketing Consent
- Street Address
- Suburb
- State
- Postcode
- Address Type
- Note Title
- Note Details
- UTM Source (Marketing)
- UTM Medium (Marketing)
- UTM Campaign (Marketing)
- UTM Term (Marketing)
- UTM Content (Marketing)
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
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
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 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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About MyCRM Sync

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

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