monday.com + PhoneBurner
Update monday.com items when contacts get updated in PhoneBurner folders
Save time and stay organized with this workflow. When a contact is updated in your PhoneBurner folder, a new item gets created instantly on your monday.com board. This lets you seamlessly keep track of contact updates, ensuring workflow continuity and preventing any miscommunication. Enjoy a streamlined process where tracking updates is simple and efficient.
Save time and stay organized with this workflow. When a contact is updated in your PhoneBurner folder, a new item gets created instantly on your monday.com board. This lets you seamlessly keep track of contact updates, ensuring workflow continuity and preventing any miscommunication. Enjoy a streamlined process where tracking updates is simple and efficient.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Item
Create a new Item in a board
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Get All Dial Session Data
Use this trigger to fetch all of the dial session data for your account. If you are a team admin this will fetch all dial session data for you and all of your users and each call will be a unique trigger to perform actions
Try ItFolderRequired
First Name
Last Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes/Description
Tags
Lead ID
Lead Source ID
Name of the External CRM
External CRM ID
Check for duplicates based on Email
Check for duplicates based on Phone
Duplicate Scrubbing Policy
On Duplicate
DNC List
Contact IDRequired
Board IDRequired
Try It
Folder
Try ItSearch Email
Search Phone
Match Preference
Include Trashed
PhoneBurner Contact IDRequired
Folder
First Name
Last Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes
Tags
Lead ID
Name of the External CRM
External CRM ID
Transfer Record To
Mark as New
Rating
Item Created In Board Copy
Board IDRequired
Try It
