monday.com + RepCard
Set up new RepCard appointments to create items in monday.com
Manage your schedule efficiently with this powerful workflow. When you set an appointment in RepCard, it creates a new item in monday.com, ensuring your tasks are updated in real time. This seamless process not only enhances your productivity but also eliminates the possibility of missing crucial appointments. Simplify your task management with this real-time scheduling integration.
Manage your schedule efficiently with this powerful workflow. When you set an appointment in RepCard, it creates a new item in monday.com, ensuring your tasks are updated in real time. This seamless process not only enhances your productivity but also eliminates the possibility of missing crucial appointments. Simplify your task management with this real-time scheduling integration.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create Item
Create a new Item in a board
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
