monday.com + Simplicate

Create new items in monday.com whenever sales are accepted in Simplicate

Boost your efficiency with this seamless integration between Simplicate and Monday.com. As soon as a sales acceptance is recorded within Simplicate, a new item is instantly created on Monday.com. This automation is a game-changer, allowing you to streamline your workflow, save time, and keep all team members updated in real-time. Improve your project management and sales processes with this powerful workflow.

When this happens...
Sales Accepted
Triggers when sales processes are accepted.
TriggerScheduled
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

What does this mean?

Invoices Paid
Triggers when invoices are paid.
Trigger
Scheduled
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New Companies
Triggers when new companies are created.
Trigger
Scheduled
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New Employees
Triggers when new employees are created.
Trigger
Scheduled
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New Projects
Triggers when new projects are created.
Trigger
Scheduled
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New Services
Triggers when new services are created.
Trigger
Scheduled
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Quotes Sent
Triggers when quotes are sent in a sales process.
Trigger
Scheduled
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New or Updated Companies
Triggers when companies are created or updated.
Trigger
Scheduled
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New or Updated Employees
Triggers when employees are created or updated.
Trigger
Scheduled
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New or Updated Projects
Triggers when projects are created or updated.
Trigger
Scheduled
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Updated Services
Triggers when services or updated.
Trigger
Scheduled
Try It
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- NameRequired
- Project IDRequired
- Amount
- Price
- Invoice from
Action
Write
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Project IDRequired
Action
Search
- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Scheduled
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
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- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search

Invoices Sent
Triggers when an invoice is sent.
Trigger
Scheduled
Try It
New Contacts
Triggers when new contacts are created.
Trigger
Scheduled
Try It
New Hours
Triggers when new hours are created.
Trigger
Scheduled
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New Sales
Triggers when new sales are created.
Trigger
Scheduled
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New Timeline Notes
Triggers when new timeline notes are created.
Trigger
Scheduled
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Sales Accepted
Triggers when sales processes are accepted.
Trigger
Scheduled
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New or Updated Contacts
Triggers when contacts created or are updated.
Trigger
Scheduled
Try It
Updated Hours
Triggers when hours or updated.
Trigger
Scheduled
Try It
New or Updated Sales
Triggers when sales are created or updated.
Trigger
Scheduled
Try It
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- NameRequired
- Sales IDRequired
- Default Service IDRequired
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
Action
Write
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ContentRequired
- Posted byRequired
- Organization ID
- Employee ID
- Person ID
- Sales ID
- Project ID
Action
Write
- IDRequired
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company NameRequired
Action
Search
- Contact E-mail addressRequired
Action
Search
- Sales IDRequired
Action
Search
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

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 more Help

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About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.

Learn more Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

monday.com + Simplicate

Create new items in monday.com whenever sales are accepted in Simplicate

Invoices Paid

New Companies

New Employees

New Projects

New Services

Quotes Sent

New or Updated Companies

New or Updated Employees

New or Updated Projects

Updated Services

Create Contact

Initials

Family Name Preposition

Family NameRequired

GenderRequired

Relation Type

Email

Phone

Street and House Number

Zip Code

City

Country Code

Note

Company ID

Function

Email

Phone

Custom Field 1 - Name

Custom Field 1 - Value

Custom Field 2 - Name

Custom Field 2 - Value

Custom Field 3 - Name

Custom Field 3 - Value

Custom Field 4 - Name

Custom Field 4 - Value

Custom Field 5 - Name

Custom Field 5 - Value

Create (Fixed Fee) Service

NameRequired

Project IDRequired

Amount

Price

Invoice from

Create Sales

SubjectRequired

Company IDRequired

Contact ID

Expected Revenue

Start Date

End Date

Source

Chance to Score

Responsible Employee ID

Progress

Organization Profile ID