monday.com + WorkflowMax
Create monday.com boards for new WorkflowMAX jobs
Creating the same project in multiple tools leads to duplicate work and mistakes. This automation creates a project board in monday.com whenever a new job is created in WorkflowMAX, removing the need to enter the same information twice. Your project management work starts faster with consistent data across tools.
Creating the same project in multiple tools leads to duplicate work and mistakes. This automation creates a project board in monday.com whenever a new job is created in WorkflowMAX, removing the need to enter the same information twice. Your project management work starts faster with consistent data across tools.
- When this happens...
New Job CreatedTriggers when a new job is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create BoardCreates a new board
ActionWriteCreate a new record or update an existing record in your app.
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Job Category Created
Triggers when a job category is created in job settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Cost Created
Triggers when a new cost is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Job Status
Triggers when a new job status is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote Issued
Triggers when a quote is issued.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task Created
Triggers when a new task is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew PO Bill Created
Triggers when a new purchase order bill is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCost NameRequired
Unit CostRequired
Unit PriceRequired
Cost TypeRequired
BillableRequired
Supplier Reference
Cost Code
Cost Note
Sales Tax Reference 1
Sales Tax Reference 2
Purchase Tax Reference 1
Purchase Tax Reference 2
Income Account Reference
Cost of Sale Account Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
DateRequired
Cost Reference
Cost Name
Unit Cost
Unit Price
QuantityRequired
ActualRequired
Phase Reference
Supplier Reference
Cost Code
Type
Billable
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client ReferenceRequired
Contact Reference
NameRequired
Estimated ValueRequired
Lead Template Reference
Lead DateRequired
Details
Lead Category Reference
Lead Owner Reference
Estimated Job Start Date
Estimated Duration (weeks)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task NameRequired
Base RateRequired
Billable RateRequired
Description
Tax Reference 1
Tax Reference 2
Export Code
Income Account Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTax NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob ReferenceRequired
Job Data to Include
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column 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.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
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.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.Board
ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Custom Field Created
Triggers when a new custom field is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Job Created
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase Order Created
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Supplier Created
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Timesheet Created
Triggers when a new timesheet is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
First Name
Last Name
Other Name
Client Manager Reference
Job Manager Reference
Business Structure Reference
Client Type Reference
Favorite
Email
Phone
Fax
Website
Referral Source
Type
Default
Address
City
State
Postal Code
Country
TFN
ABN/WPN
Branch/CAC/ICA #
ACN
Vat Number
Company Number
Ird Number
NZBN
Tax Number
Year End Date
Balance Date
Zero Rated Tax Reference
Billing Client Reference
Task Reference
Billable Rate
Markup
Custom Payment Day
Custom Payment Term
Client Group Reference
Contact Reference
Position
Primary
Included In Email
Related Client Reference
Type
Start Date
End Date
Number of Shares
Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client ReferenceRequired
Job NameRequired
Job StatusRequired
Start DateRequired
Due DateRequired
PriorityRequired
Job Number
Contact Reference
Job Manager
Client Manager
Job Category
Budget
Description
Exclude from Estimated Billings
Staff Assigned
Job Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
Task ReferenceRequired
Estimated Minutes
Phase Reference
Task Label
Description
Billable
Start Date
End Date
Staff Reference
Allocated Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
Supplier ReferenceRequired
StatusRequired
Description
Delivery Address
Job Cost Identifier
Cost Identifier
Cost Name
Type
Note
Quantity
Unit Cost
Cost Code
Tax1 Identifier
Tax2 Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
Job Task ReferenceRequired
Staff ReferenceRequired
DateRequired
Minutes
Start Time
End Time
Note
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob ReferenceRequired
Fields to IncludeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStaff ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Status ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appItem Created In Board Copy
Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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 planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.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.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.BoardRequired
Column to SearchRequired
Include Subitems?
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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