monday.com + Unbiased Pro + Filter by Zapier
Create monday.com items for all new Unbiased Pro enquiries
The automation will create a new Item in monday.com for every Unbiased enquiry received. The Items will be created when the enquiry is either accepted, rejected, expires or becomes unavailable.
The automation will create a new Item in monday.com for every Unbiased enquiry received. The Items will be created when the enquiry is either accepted, rejected, expires or becomes unavailable.
- When this happens...Enquiry Status Change
Triggers when status of an enquiry is changed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
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 Unbiased Pro
Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.