1.Catch hook from closed-deal POST
Integrate Webhooks by Zapier, webhook handling tools, and payload parsing to capture the closed-deal event and start the client build.
Create new client record from closed deal webhook
Automatically catch closed-deal webhooks across Webhooks by Zapier, Zapier Tables, Formatter by Zapier, and monday.com. Create and update client records when deals close, so you can build onboarding-ready context, route ownership, and enter less data manually.
How this automation creates onboarding-ready client records
When a deal closes but client details are not standardized, onboarding gets delayed and teammates scramble. This automation catches webhook signals, creates and updates client items, and enriches them with deal contextβso your team can start onboarding with confidence.
Webhooks by Zapieror swap with your favorite app
2.Find matching advisor owner
Integrate Zapier Tables and CRM lookup tools to find the advisor match and output the person identifier for assignment.
Zapier Tablesor swap with your favorite app
3.Format onboarding date for the board
Integrate Formatter by Zapier and date formatting tools to convert incoming dates into the board-ready date value.
Formatter by Zapieror swap with your favorite app
4.Create client item in Clients board
Integrate monday.com and CRM board setup to create a new Clients board item and map fields into columns.
monday.comor swap with your favorite app
5.Create item update with deal notes
Integrate monday.com and notes capture tools to add deal notes and submission answers to the new client item.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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