monday.com + Route the Service Platform
Create clients in Route from a new board items in Monday.com
This integration triggers when a new board item is created in your Monday account on a specific board. The item will be automatically added to Route as a client with all relevant data, saving your team time double entering this information.
This integration triggers when a new board item is created in your Monday account on a specific board. The item will be automatically added to Route as a client with all relevant data, saving your team time double entering this information.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Client
Creates a client.
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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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CRM (Customer Relationship Management)About Route the Service Platform
Walkthrough, bidding and proposal software for commercial cleaning companies.