monday.com + Sortlist

Create items in monday.com when new opportunities are applied in Sortlist

This workflow springs into action when an opportunity is applied for in the Sortlist app. It then creates an item on monday.com, ensuring you never miss tracking any crucial opportunities. This seamless connectivity between Sortlist and monday.com effectively organizes your leads, saving time and improving your productivity.

This workflow springs into action when an opportunity is applied for in the Sortlist app. It then creates an item on monday.com, ensuring you never miss tracking any crucial opportunities. This seamless connectivity between Sortlist and monday.com effectively organizes your leads, saving time and improving your productivity.

  1. When this happens...
    SortlistSortlist
    Opportunity Applied

    Triggers when you apply to an opportunity.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • Profile To ConnectRequired

    Trigger
    Instant
    Try It
    • Profile To ConnectRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
    Try It
monday logo
monday logo

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.

Related categories

  • Project Management

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sortlist logo
sortlist logo

About Sortlist

Sortlist is a marketplace where thousands of clients look for service providers.

Related categories

  • Sales & CRM