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monday.com + Plezi

Add new Plezi contacts to monday.com as items

Effortlessly keep track of new contacts in your Plezi app by adding them to monday.com as items. With this workflow, every time a new contact is added in Plezi, an item will be created in monday.com, ensuring a seamless information transfer between the two platforms. Stay organized and stay focused on growing your business with this time-saving automation.

Effortlessly keep track of new contacts in your Plezi app by adding them to monday.com as items. With this workflow, every time a new contact is added in Plezi, an item will be created in monday.com, ensuring a seamless information transfer between the two platforms. Stay organized and stay focused on growing your business with this time-saving automation.

  1. When this happens...
    PleziPlezi
    New Contact

    Triggers when a new contact is created.

    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?
    • ContentRequired

    Trigger
    Scheduled
    Try It
    • Score ThresholdRequired

    • Attribute Value Format

    Trigger
    Scheduled
    Try It
  • Plezi triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Option: Keep multiple select values

    • Initial Source

    • Source

    Action
    Write
    • Contact StatusRequired

    • All Contacts

    Trigger
    Scheduled
    Try It
    • Contact EmailRequired

    • Event DescriptionRequired

    • Behaviour PointRequired

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
monday logo
monday logo

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.
Learn moreHelp

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  • Project Management

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About Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.

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