monday.com + RepCard

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 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.

  1. When this happens...
    RepCardRepCard
    New Contact

    Triggers when new contact is created. (Lead, Customer, Recruit, etc.).

    TriggerInstant
  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

  • RepCard triggers, actions, and 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 belowRequired

    Trigger
    Instant
    Try It
    • StatRequired

    • Date TimeRequired

    • Owner TypeRequired

    • Stat OwnerRequired

    • Stat UIDRequired

    • Stat ValueRequired

    Action
    Write
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.
Learn more

Related categories

  • Project Management

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repcard logo
repcard logo

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 more

Related categories

  • Sales & CRM