monday.com + Route the Service Platform
Create Monday.com board Items from new clients in Route
This automation triggers when a new client is created in your Route account. The client will be automatically added to a Monday board as a board item with all relevant data, saving your team time double entering this information.
This automation triggers when a new client is created in your Route account. The client will be automatically added to a Monday board as a board item with all relevant data, saving your team time double entering this information.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Create Item
Create a new Item in a board
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Client Created
Triggers when a new client is created.
Try ItClient NameRequired
Location Type
Contact Name
Contact Email
Contact Phone
AddressRequired
Custom Info
ClientRequired
Location Name
AddressRequired
Contact Name
Contact Email
Contact Phone
Location Type
Notes
Custom Info
Name
Id
Location Created
Triggers when a new location is created.
Try ItClient IDRequired
Client Name
Location Type
Contact Name
Contact Email
Contact Phone
Address
Custom Info
ClientRequired
Location Name
AddressRequired
Contact Name
Contact Email
Contact Phone
Location Type
Notes
Custom Info
Name
Id
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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CRM (Customer Relationship Management)About Route the Service Platform
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