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Route the Service Platform logoRoute the Service Platform logo

monday.com + Route the Service Platform

monday.com + Route the Service Platform

monday.com + Route the Service Platform integrations

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.

  1. When this happens...
    Client Created
    Client Created
    Client CreatedTriggers when a new client is created.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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More things you can do with Route the Service Platform and monday.com

Discover other triggers and actions you can use with Route the Service Platform and monday.com

  • Route the Service Platform triggers, actions, and search
    Client Created

    Triggers when a new client is created.

    Trigger
    Polling
    Try It
    • Client Name
      Required
    • Location Type
    • Contact Name
    • Contact Email
    • Contact Phone
    • Address
      Required
    • Custom Info
    Action
    Write
    • Client
      Required
    • Location Name
    • Address
      Required
    • Contact Name
    • Contact Email
    • Contact Phone
    • Location Type
    • Notes
    • Custom Info
    Action
    Write
    • Name
    • _id
    Action
    Search
    • Client ID
      Required
    • Client Name
    • Location Type
    • Contact Name
    • Contact Email
    • Contact Phone
    • Address
    • Custom Info
    Action
    Write
    • Client
      Required
    • Location Name
    • Address
      Required
    • Contact Name
    • Contact Email
    • Contact Phone
    • Location Type
    • Notes
    • Custom Info
    Action
    Write
    • Name
    • _id
    Action
    Search
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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 Route the Service Platform
Walkthrough, bidding and proposal software for commercial cleaning companies.
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