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monday.com + Privyr

monday.com + Privyr

monday.com + Privyr integrations

Create clients in Privyr from new items in monday.com boards

Keep your client information up to date with this seamless workflow between monday.com and Privyr. When a new item is added to your monday.com board, this automation will create a new client in your Privyr app, ensuring accurate and comprehensive data management. Save time and stay organized by connecting your project management and CRM platforms.

  1. When this happens...
    New Item in Board
    New Item in Board
    New Item in BoardTriggers when an item is created in a specific board.
  2. automatically do this!
    Create Client
    Create Client
    Create Client Create a new client in your Privyr account
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More things you can do with monday.com and Privyr

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

    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
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