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monday.com + RevBoss

Track new RevBoss prospects by creating items in monday.com

Easily stay organized and streamline your sales process with this automation. When a Prospect Event occurs in RevBoss, this workflow will create a new item in your monday.com board, ensuring you never miss a potential lead. Save time and focus on nurturing relationships with potential clients while keeping your team informed and up-to-date.

Easily stay organized and streamline your sales process with this automation. When a Prospect Event occurs in RevBoss, this workflow will create a new item in your monday.com board, ensuring you never miss a potential lead. Save time and focus on nurturing relationships with potential clients while keeping your team informed and up-to-date.

  1. When this happens...
    RevBossRevBoss
    Prospect Event

    Triggers when a Prospect completes a specified event.

    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

What does this mean?
    • Event TypeRequired

    • Flow

    Trigger
    Instant
    Try It
    • EmailRequired

    • Suppression TypeRequired

    • Title

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • EmailRequired

    • SegmentRequired

    • Company Domain

    • First Name

    • Last Name

    • Middle Name

    • Nickname

    • Linkedin Url

    • Job Title

    • Phone Number

    • City

    • State

    • Country

    • Company Name

    • Company Linkedin Url

    • Company Size

    • Company Industry

    • Company Location

    • Company Linkedin Id

    • Company Phone Number

    • Company City

    • Company State

    • Company Country

    • Company Keywords

    • Company Annual Revenue

    • Company Seo Description

    • Company Number Of Retail Locations

    • Company Technologies

    Action
    Write
    • Board IDRequired

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

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    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.
Learn moreHelp

Related categories

  • Project Management

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revboss logo
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About RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.

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