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monday.com + RepCard

monday.com + RepCard

monday.com + RepCard integrations

Create new items in monday.com for every new contact in RepCard

When a new contact is added in RepCard, instantly create a new item in monday.com for a seamless tracking process. This workflow bridges the gap between your networking and project management, ensuring you never miss following up with any new contacts. Manage your projects and contacts effortlessly with this streamlined process.

When this happens...
New ContactTriggers when new contact is created. (Lead, Customer, Recruit, etc.).
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with RepCard and monday.com

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

- Trigger when any appointment is changed to the status(s) below:
  Required
Trigger
Instant
Try It
New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
Try It
- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
Try It
- Event
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write
- Appointment Title
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write

- Event
  Required
- Ticket Type
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Job Title
  Required
- Company Name
  Required
Action
Write
- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
Action
Write

- 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
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
Try It
- Trigger when any user registered to the Event below
  Required
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Stat
  Required
- Date Time
  Required
- Owner Type
  Required
- Stat Owner
  Required
- Stat UID
  Required
- Stat Value
  Required
Action
Write
- First Name
- Last Name
- Type
  Required
- Contact Owner
  Required
- Email
- Country Code
- Phone Number
- Status
  Required
- Company Name
- Title
- Address
- Address 2
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First Name
  Required
- Last Name
- User Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Role
  Required
- Job Title
  Required
- Office
  Required
- Team
Action
Write
- Contact
  Required
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)
  Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
  Required
- Notes
- Address
- Address 2
- State
- City
- Zip
Action
Write
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
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
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

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 RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn moreLearn moreHelpHelp

Related categories

Related Zap Templates

Set up new RepCard appointments to create items in monday.com

Related Zap Templates

Set up new RepCard appointments to create items in monday.com