Create items in monday.com for new customers in Paythen
As a new user registers in Paythen, an item is instantly created in your monday.com board. This streamlines your process of keeping track of clientele, making it more efficient and accurate. It's a reliable method to ensure your project management is always up-to-date with all your customer information.
As a new user registers in Paythen, an item is instantly created in your monday.com board. This streamlines your process of keeping track of clientele, making it more efficient and accurate. It's a reliable method to ensure your project management is always up-to-date with all your customer information.
- When this happens...New Customer
Triggers when a new customer is created in your Paythen account.
- automatically do this!Create Item
Create a new Item in a board
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Choose a Plan
When a Customer's Status changes toRequired
Try ItYour Plans
Try ItYour Plans
Try ItPaythen template linkRequired
Customer emailRequired
Plan nameRequired
Total payment amountRequired
A note about the optional fields
Number of payments (optional)
Currency (optional)
Billing interval (optional)
Delay payment plan start by X days (optional)
Custom confirmation page link (optional)
Plan description (optional)
Include custom text in email (optional)