monday.com + Simpro
Create new Simpro customers from new items in your monday.com board
Streamline your workflow between monday.com and Simpro seamlessly. Every time a new item is added in your monday.com board, it initiates a parallel task in Simpro to create an individual customer entry. This workflow ensures all new board items in monday.com are promptly accounted for in Simpro, bolstering efficiency and reducing the chance of omissions. Repurpose your time toward other priority tasks.
Streamline your workflow between monday.com and Simpro seamlessly. Every time a new item is added in your monday.com board, it initiates a parallel task in Simpro to create an individual customer entry. This workflow ensures all new board items in monday.com are promptly accounted for in Simpro, bolstering efficiency and reducing the chance of omissions. Repurpose your time toward other priority tasks.
- When this happens...
New Item in BoardTriggers when an item is created in a specific board.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Individual CustomerCreates a new individual customer.
ActionWriteCreate a new record or update an existing record in your app.
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Board IDRequired
Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column TitleRequired
Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group ID
Item NameRequired
Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ItemRequired
Include Updates?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
Company Customer Updated
Triggers when a company customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Individual Customer Updated
Triggers when an individual customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Site Updated
Triggers when a site is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Title
Given NameRequired
Family Name
Email
Work Phone
Fax
Cell Phone
Department
Position
Notes
Alt Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SiteRequired
Cost Center
Customer Contact
Additional Contacts
Site Contact
Order No
Name
Description
Notes
Date Issued
Due Date
Due Time
Tags
Salesperson
Project Manager
Technician
Stage
Status
Response Time
Auto Adjust Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StaffRequired
Date
Start TimeRequired
End TimeRequired
Schedule RateRequired
Notes
Locked
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email
WorkPhone
CellPhone
AltPhone
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Staff
Date
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Company Name
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Order No
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
NameRequired
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Billing Contact
Contact
Title
Given Name
Family Name
Email
Work Phone
Cell Phone
Fax
Position
Preferred Notification Method
Public Notes
Private Notes
Zone
Preferred Technicians
Customers
STC Zone
VEEC Zone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundID
Phone
Cell Phone
Alt Phone
Email
Title
Given NameRequired
Family NameRequired
Preferred Techs
Do Not Call
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Item Created In Board Copy
Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
Board KindRequired
Template Id
Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item NameRequired
Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
New Group Title
Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ItemRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
ColumnRequired
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Column to SearchRequired
Include Subitems?
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Company Customer
Triggers when a company customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Individual Customer
Triggers when an individual customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when a job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Site
Triggers when a site is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Preferred Techs
Phone
Do Not Call
Alt Phone
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Email
EIN
Website
Fax
Company Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Given NameRequired
Family NameRequired
Preferred Techs
Phone
Do Not Call
Alt Phone
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Email
Cell Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SiteRequired
Cost CenterRequired
Customer Contact
Additional Contacts
Site Contact
Description
Notes
Salesperson
Project Manager
Technicians
Date Issued
Due Date
Validity Days
Order No
Name
Stage
Year
Month
Percent
Status
Tags
Auto Adjust Status
Catalog
Billable Status
Estimated Time
Fit Time
Base Price
Markup
Sales Tax Code
Sell Price
Quantity
Income Account
Type
Rate
Markup
Sales Tax Code
Time (Hours)
Income Account
Type
Billable Status
Description
Estimated Cost
Markup
Estimated Time
Sales Tax Code
Actual Cost
Actual Cost Date
Sell Price
Quantity
Income Account
Prebuild
Billable Status
Estimated Time
Fit Time
Base Price
Markup
Sales Tax Code
Sell Price
Quantity
Income Account
Service Fee
Billable Status
Fit Time
Base Price
Markup
Sales Tax Code
Sell Price
Income Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Billing Contact
Contact
Title
Given Name
Family Name
Email
Work Phone
Cell Phone
Fax
Position
Preferred Notification Method
Public Notes
Private Notes
Zone
Preferred Technicians
Customers
STC Zone
VEEC Zone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Order No
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Address
City
State
Postal Code
Country
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Phone
Cell Phone
Alt Phone
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Email
Work Phone
Cell Phone
Alt Phone
Title
Given NameRequired
Family Name
Fax
Department
Position
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundID
Company NameRequired
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
Preferred Techs
Do Not Call
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About monday.com
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