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monday.com + Virtuous CRM

Create new items in monday.com from new form submissions in Virtuous CRM

When a new form submission takes place in Virtuous CRM, streamline your workflow efficiency by using this set-up to create an item instantly in monday.com. This solution eliminates the additional time spent on manual data input, ensuring seamless information flow between the two platforms. It's a convenient way to track and manage new submissions right from your project boards, providing clarity and enhanced productivity.

When a new form submission takes place in Virtuous CRM, streamline your workflow efficiency by using this set-up to create an item instantly in monday.com. This solution eliminates the additional time spent on manual data input, ensuring seamless information flow between the two platforms. It's a convenient way to track and manage new submissions right from your project boards, providing clarity and enhanced productivity.

  1. When this happens...
    Virtuous CRMVirtuous CRM
    New Form Submission

    Triggers on a new form submission.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Contact status

    Trigger
    Instant
    Try It
  • Virtuous CRM triggers, actions, and search

    New Form Submission

    Triggers on a new form submission.

    Trigger
    Instant
    Try It
    • Contact idRequired

    • TypeRequired

    • NoteRequired

    • Note date time

    • Important

    • Private

    • Time spent

    Action
    Write
    • Task TypeRequired

    • TaskRequired

    • Description

    • Due Date TimeRequired

    • OwnerRequired

    Action
    Write
    • Contact note status

    Trigger
    Instant
    Try It
    • Gift status

    Trigger
    Instant
    Try It
    • Tag NameRequired

    • Contact idRequired

    Action
    Write
    • Contact NameRequired

    • Contact TypeRequired

    • Is Private

    • Nickname

    • Label

    • Address 1

    • Address 2

    • City

    • State Code

    • Zip Code

    • Country

    • Is Primary Address

    • Latitude

    • Longitude

    • Description

    • Website

    • Is Archived

    • Reference Id

    • Reference Source

    Action
    Write
monday logo

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.
Learn moreHelp

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  • Project Management

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Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

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