monday.com + umsatz.io
Update items in monday.com whenever deal stages are modified in umsatz.io
Elevate your deal management process with this smart automation. When a deal stage is adjusted within umsatz.io, the workflow ensures that changes are promptly mirrored on your monday.com account. Enjoy more consistent alignment across your sales and project management tasks, eliminating the need for persistent manual updates.
Elevate your deal management process with this smart automation. When a deal stage is adjusted within umsatz.io, the workflow ensures that changes are promptly mirrored on your monday.com account. Enjoy more consistent alignment across your sales and project management tasks, eliminating the need for persistent manual updates.
- When this happens...Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
- automatically do this!Create Item
Create a new Item in a board
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Modify a Contact Property
Triggers when a contact property is filled or edited.
Try ItNew Activity
Triggers when a user tracks a new call in the app.
Try ItNew Deal
Triggers when a new deal is created in the system.
Try ItModify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Try It
Modify a Deal Property
Triggers when a deal property is filled or edited.
Try ItNew Contact
Triggers when a new contact is created in the system.
Try ItNew Form Submission
Triggers when a new form is submitted in the system.
Try ItAppend values for multiselect fields instead of replacing them?
Note (optional)
