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monday.com + Simpro

monday.com + Simpro

monday.com + Simpro integrations

Create new Simpro customers when column values change in monday.com boards

Manage your customer data seamlessly with this workflow. Whenever there's a change to a specific column value in your monday.com board, it will directly result in creating a new individual customer profile in your Simpro app. This efficient automation ensures all your customer information is instantly updated, saving you tedious manual data entry and enhancing your customer management process.

  1. When this happens...
    Specific Column Value Changed in Board
    Specific Column Value Changed in Board
    Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
  2. automatically do this!
    Create Individual Customer
    Create Individual Customer
    Create Individual CustomerCreates a new individual customer.
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More things you can do with monday.com and Simpro

Discover other triggers and actions you can use with monday.com and Simpro

    • Board ID
      Required
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    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
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    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
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    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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