monday.com + TeamUp
Create monday.com subitems for new TeamUp customers
Effortlessly keep track of new TeamUp customers by adding them as subitems in your monday.com boards. With this workflow, whenever a new customer is created in TeamUp, a subitem will be instantly added to your designated board in monday.com. Stay organized and up-to-date with your growing customer base without manual data entry.
Effortlessly keep track of new TeamUp customers by adding them as subitems in your monday.com boards. With this workflow, whenever a new customer is created in TeamUp, a subitem will be instantly added to your designated board in monday.com. Stay organized and up-to-date with your growing customer base without manual data entry.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Create Subitem
Create a new subitem in a item
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Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Try ItClass Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Try ItClass Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Try ItCustomer Created
Triggers when a new customer is created.
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Class Registration
Triggers when a customer is registered for a class.
Try ItClass Attendee No-Showed
Triggers when an attendee is marked as no showed.
Try ItCourse Session Ended
Triggers when a course session ends.
Try ItCustomer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
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