monday.com + SweepBright

monday.com + SweepBright integrations

Create new items in monday.com when new owners are created in SweepBright

When a new owner is added in SweepBright, streamline your workflow by creating an item in monday.com. This automation allows you to efficiently manage your property listings and maintain organized communication with owners. Save time and improve productivity, keeping your focus on finding perfect matches for your properties.

When this happens...
Owner CreatedTriggers when a new owner is created.
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with SweepBright and monday.com

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

Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Trigger
Instant
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Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
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Instant
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Feedback Added to Interaction
Triggers when feedback is added to an interaction.
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Instant
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Visit Canceled
Triggers when a visit has been canceled.
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Instant
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Visit Updated
Triggers when a visit has been updated.
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Instant
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Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Trigger
Instant
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Offer Accepted
Triggers when an Offer is accepted.
Trigger
Instant
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Offer Cancelled
Triggers when an Offer is cancelled.
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Instant
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Offer Created
Triggers when an Offer is created.
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Instant
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Offer Restored
Triggers when an Offer is restored.
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Instant
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Owner Created
Triggers when a new owner is created.
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Instant
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Document Requested: Property Folder
Triggers when a Property folder document is requested.
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Instant
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Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Trigger
Instant
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- Offer ID
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Write
- Buyers
  Required
- Buyer Fee Fixed
  Required
- Buyer Gross Amount
- Buyer Fee Percentage
  Required
- Currency
  Required
- Direction
  Required
- Owner Fee Fixed
  Required
- Owner Net Amount
- Owner Fee Percentage
  Required
- Notes
- Owners
  Required
- Parent Offer ID
- Property ID
  Required
- Valid Until
Action
Write
- Contact ID
  Required
- Label IDs
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Search Query
  Required
- Office ID
- Contact Type
Action
Search
- Search Query
  Required
- Office ID
Action
Search
- Search Query
Action
Search
- Board ID
  Required
Trigger
Instant
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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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- Board ID
  Required
Trigger
Instant
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- 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
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
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

Property Created or Updated
Triggers when a property is created or updated.
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Instant
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Lead Created
Triggers when a new lead is created.
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Instant
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Lead Updated
Triggers when a lead is updated.
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Instant
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New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
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Document Requested: Valuation
Triggers when a valuation document is requested.
Trigger
Instant
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Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
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Instant
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Offer Archived
Triggers when an Offer is archived.
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Instant
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Offer Changed
Triggers when an Offer is changed in any way.
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Instant
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Offer Refused
Triggers when an Offer is refused.
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Instant
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Offer Updated
Triggers when an Offer is updated.
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Instant
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Owner Updated
Triggers when an owner is updated.
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Instant
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Property Status Changed
Triggers when property status is changed.
Trigger
Instant
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- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Property ID
  Required
- Visibility
  Required
Action
Write
- Property ID
- Company
- E-Mail Address
  Required
- First Name
- Last Name
  Required
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Team
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
Action
Write
- Office ID
  Required
- Type
  Required
- Status
  Required
- Negotiator Email
  Required
- Transaction Type
  Required
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- Country
  Required
Action
Write
- Contact ID
  Required
- Property ID
  Required
- Relation
Action
Write
- Offer ID
  Required
Action
Write
- Buyers
- Buyer Fee Fixed
- Buyer Gross Amount
- Buyer Fee Percentage
- Currency
- Direction
- Owner Fee Fixed
- Owner Net Amount
- Owner Fee Percentage
- Offer ID
  Required
- Notes
- Owners
- Valid Until
Action
Write
- Offer ID
  Required
Action
Search
- Search Query
  Required
Action
Search
- Search Query
  Required
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Search or write
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- 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

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 SweepBright

SweepBright is a real estate CRM that turns listings and leads into simple workflows, with automation and plug-and-play integrations.

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CRM (Customer Relationship Management)

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