monday.com + Privyr
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.
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.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Client
Create a new client in your Privyr account
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