monday.com + Time To Pet
Create items in monday.com when new prospects are created in Time To Pet
Streamline your customer relationship management with this seamless workflow. Whenever a new prospect is added to Time To Pet, it instantly creates a corresponding item in your monday.com. This helps you stay organized, manage your new leads effectively, and ensures that no new prospect goes unnoticed or unattended. Benefit from this efficiency-enhancing process today.
Streamline your customer relationship management with this seamless workflow. Whenever a new prospect is added to Time To Pet, it instantly creates a corresponding item in your monday.com. This helps you stay organized, manage your new leads effectively, and ensures that no new prospect goes unnoticed or unattended. Benefit from this efficiency-enhancing process today.
- When this happens...New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
- automatically do this!Create Item
Create a new Item in a board
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItBoard IDRequired
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItBoard IDRequired
Try ItNew Board
Triggers when a new board is created.
Try It
