monday.com + Pennylane
Create Pennylane customers from new monday.com board items
Keep your client data up-to-date seamlessly with this automation. When a new item is added in your monday.com board, it prompts an update in the Pennylane app to create a new customer. This workflow means you don't have to manually transfer data between the two platforms - saving you valuable time and reducing the chance of errors. Stay organized and efficient by streamlining your client management process with this handy solution.
Keep your client data up-to-date seamlessly with this automation. When a new item is added in your monday.com board, it prompts an update in the Pennylane app to create a new customer. This workflow means you don't have to manually transfer data between the two platforms - saving you valuable time and reducing the chance of errors. Stay organized and efficient by streamlining your client management process with this handy solution.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Customer
Creates a new customer.
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