monday.com + TradeVulcan
monday.com + TradeVulcan
monday.com + TradeVulcan integrations
Create monday.com items for new TradeVulcan leads
When TradeVulcan captures a new lead, this automation creates a monday.com item for office follow-up. Use it when CSRs, dispatchers, sales reps, or managers track lead ownership on a board. It helps the team see customer details, service requests, source, and next steps in the same place they manage daily work.
- When this happens...
New LeadTriggers when TradeVulcan creates a new lead.TriggerPolling - automatically do this!
ActionWrite
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More things you can do with TradeVulcan and monday.com
Discover other triggers and actions you can use with TradeVulcan and monday.com
- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
- Lease Seconds
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Schema Version
- LeadsForge Deployment IDRequired
- Source ProviderRequired
- ChannelRequired
- Event TypeRequired
- External Event IDRequired
- External Lead ID
- External Conversation ID
- External Message ID
- External Business or Location ID
- Occurred AtRequired
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Message Text
- Appointment Preference
- Attachment URLs
- Survey Answers
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Lead IDRequired
- Conversation ID
- CRM Provider
- Appointment Preference
- Appointment Start
- Appointment End
- Service Address
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- External Contact ID
- Display Name
- First Name
- Last Name
- Email
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Lead IDRequired
- Conversation ID
- Message Text
- Require Approval
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Reply IDRequired
- ReasonRequired
- Cancelled By
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Contact IDRequired
- External Contact ID
- Display Name
- First Name
- Last Name
- Email
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment ID
- Job ID
- Lead ID
- CRM Provider
- External Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation ID
- External Conversation ID
- Lead ID
- Provider
- Channel
ActionThis is an event a Zap performs.SearchFind existing data in your app- LeadsForge Deployment ID
- Name
- Provider
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact ID
- External Contact ID
- Email
- Phone
- Query
- Schema Version
- Display Name
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
- Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Column TitleRequired
- Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
- BodyRequired
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ItemRequired
- Include Updates?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board
- ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Formula_columns_notice
- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Schema Version
- Lead IDRequired
- Activity Type
- Note TextRequired
- Occurred At
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Reply IDRequired
- Approver Name
- Approval Note
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Reply IDRequired
- Delivery Callback Reference
- ProviderRequired
- ChannelRequired
- External Message ID
- Delivery StatusRequired
- Delivered At
- Failure Code
- Failure Message
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- LeadsForge Deployment ID
- Source Provider
- Channel
- External Lead ID
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Lead Status
- Occurred At
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- LeadsForge Deployment IDRequired
- Source ProviderRequired
- ChannelRequired
- Event TypeRequired
- External Event IDRequired
- External Lead ID
- External Conversation ID
- External Message ID
- External Business or Location ID
- Occurred AtRequired
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Message Text
- Appointment Preference
- Attachment URLs
- Survey Answers
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- LeadsForge Deployment IDRequired
- Source ProviderRequired
- ChannelRequired
- Event TypeRequired
- External Event IDRequired
- External Lead ID
- External Conversation ID
- External Message ID
- External Business or Location ID
- Occurred AtRequired
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Message Text
- Appointment Preference
- Attachment URLs
- Survey Answers
- Sanitized Provider Metadata
- Idempotency Key
- Business Author Name
- TradeVulcan Reply ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Lead IDRequired
- External Lead ID
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Lead Status
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- External Contact ID
- Email
- Phone
- Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- External Lead ID
- Customer Email
- Customer Phone
- Query
- LeadsForge Deployment ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Reply ID
- Delivery Callback Reference
- External Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- External Lead ID
- Customer Email
- Customer Phone
- Query
- LeadsForge Deployment ID
- Schema Version
- Source Provider
- Channel
- Customer Name
- Service Address
- Service Category
- Project Description
- Lead Status
- Occurred At
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Formula_columns_notice
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New BoardTriggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Formula_columns_notice
- Board IDRequired
- Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- BoardRequired
- ItemRequired
- GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- BoardRequired
- Column to SearchRequired
- Include Subitems?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- Column
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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