monday.com + Revamp CRM

Add items to monday.com for new deals in a pipeline stage on Revamp CRM

Want to make sure your monday.com picks up your Revamp CRM workflows as efficiently as possible? Try this Revamp CRM-monday.com integration for a friction-free connection between the two services. It will react every time a new deal reaches your chosen stage on Revamp CRM, automatically creating a new item on monday.com in response so you have everything you need to carry it forward.

When this happens...
Deal Matching Filter
Triggers when matching deals with this criteria.
TriggerScheduled
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

Person Matching Filter
Triggers when matching people with this criteria.
Trigger
Scheduled
Deal Matching Filter
Triggers when matching deals with this criteria.
Trigger
Scheduled
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
New Task
Triggers when a new task is created.
Trigger
Scheduled

Organization Matching Filter
Triggers when matching organizations with this criteria.
Trigger
Scheduled
Task Matching Filter
Triggers when matching tasks with this criteria.
Trigger
Scheduled

Create Person
Creates a new person.
Action
Write

Revamp CRM
Creates a new Deal.
Scheduled
Action
Revamp CRM
Creates a new note.
Scheduled
Action
Revamp CRM
Creates a new organization.
Scheduled
Action
Revamp CRM
Creates a new Task.
Scheduled
Action
Revamp CRM
Finds an existing Person.
Scheduled
Action
Revamp CRM
Find an existing Deal.
Scheduled
Action
Revamp CRM
Finds an existing Organization.
Scheduled
Action
monday.com
Triggers when any column's value is changed in the selected board
Instant
Trigger
monday.com
Triggers when an item is created in a specific board.
Instant
Trigger
monday.com
Triggers when a new board is created.
Scheduled
Trigger
monday.com
Triggers when a specific column's value changes in the selected board
Instant
Trigger
monday.com
Triggers when a new update is posted on a board.
Instant
Trigger
monday.com
Triggers when a new user joins your monday.com account.
Scheduled
Trigger
monday.com
Archives a board
Scheduled
Action
monday.com
Archives a specific group in a board
Scheduled
Action
monday.com
Archives an item
Scheduled
Action
monday.com
Update an item's name
Scheduled
Action
monday.com
Change multiple column values of an item
Scheduled
Action
monday.com
Creates a new board
Scheduled
Action
monday.com
Create a new column in board.
Scheduled
Action
monday.com
Creates a new group in a board
Scheduled
Action
monday.com
Create a new Item in a board
Scheduled
Action
monday.com
Create a new subitem in a item
Scheduled
Action
monday.com
Create a new update.
Scheduled
Action
monday.com
Delete a specific group from a board
Scheduled
Action
monday.com
Delete an item from a board
Scheduled
Action
monday.com
Duplicate a group with its items
Scheduled
Action
monday.com
Upload File To Specific Column
Scheduled
Action
monday.com
The column that you want to search for a specific value
Scheduled
Action
monday.com
Returns the data for a all columns in the specific board
Scheduled
Action
monday.com
Returns the data for a specific column in the board
Scheduled
Action
monday.com
Returns the data for a specific file column in the board
Scheduled
Action
monday.com
Returns the group name for a specific board
Scheduled
Action
monday.com
Returns the subitems for a specific item in the board
Scheduled
Action
monday.com
Returns the details for a specific user
Scheduled
Action