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monday.com + RealScout

Create items in monday.com when new clients are created in RealScout

Stay organized and agile with this RealScout and monday.com workflow. When a new client is added in RealScout, this automation swiftly organizes all important information by creating an item in your monday.com board. It saves time and enhances your project management by ensuring every fresh lead is tracked and attended to promptly, advancing your client relationships with seamless efficiency.

Stay organized and agile with this RealScout and monday.com workflow. When a new client is added in RealScout, this automation swiftly organizes all important information by creating an item in your monday.com board. It saves time and enhances your project management by ensuring every fresh lead is tracked and attended to promptly, advancing your client relationships with seamless efficiency.

  1. When this happens...
    RealScoutRealScout
    New Client Created

    Triggers when a new homebuyer is added.

    TriggerPolling
  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

    • Event TypeRequired

    Trigger
    Polling
    Try It

    • EmailRequired

    • First NameRequired

    • Last Name

    • Primary Mobile Phone

    • Lead Source

    • Additional Email

    • Financial State

    • Cash/Pre-approval Amount

    Action
    Write

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    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.

Related categories

  • Project Management

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realscout logo
realscout logo

About RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.
Learn more

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  • CRM (Customer Relationship Management)

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