monday.com + Solo

monday.com + Solo integrations

Create new monday.com items from requested Solo proposals

Boost your project management efficiency with this automation that takes action when a proposal is requested in Solo. The moment a request is made, it immediately creates a new item in monday.com, making it easier for your team to track, manage, and respond promptly. Save time and stay organized by letting this workflow streamline your proposal handling process.

When this happens...
Proposal RequestedTriggers when a proposal is requested on a customer.
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with Solo and monday.com

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

- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Password
  Required
- Company Id
- Timezone Id
  Required
- SMS Opt-in
  Required
- Liscense Number
Action
Write
- Proposal Id
  Required
- Company Id
  Required
Action
Write
- User Id
  Required
- First Name
- Last Name
- Phone Number
- Email
- Password
- Timezone Id
- SMS Opt-in
- Liscense Number
Action
Write
- Attributes
Action
Search
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Attributes
Action
Search
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- User Id
- User Email
- Installer Company Id
- Lead Number
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Address
  Required
- City
  Required
- State
  Required
- Zip
  Required
- Phone
  Required
- Annual Usage
  Required
- Utility Company
  Required
- Offset
- Notes
- Lat
- Lon
- Utility Id
- Request Proposal Manually
- Setter Id
- Appointment Date
- External Appointment Id/Acuity Id (optional feature)
- Usage Bill Url
- Skyline Realtime
- Proposal Type
- Company Custom
- Company Id
Action
Write
- Customer Id
  Required
- Company Id
  Required
Action
Write
- Company Id
- Customer ID
  Required
- Installer Company ID
  Required
- Lead Number
- Email
- First Name
- Last Name
- Address
- City
- State
- Zip
- Phone
- Utility Company
- Offset
- Lat
- Lon
- Utility ID
- Appointment Date
- Setter ID
- Acuity ID (optional feature)
Action
Write
- Attributes
- Offset
- Limit
- Id
- Phone
- Email
- State
- Company Id
Action
Search
- Attributes
Action
Search
- Attributes
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Id
Action
Search
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- 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.

HelpHelp

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About Solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

HelpHelp

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CRM (Customer Relationship Management)

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