1.Creates a new pulse item record
Integrate monday.com and CRM field mapping tools to retrieve new item titles and column values for lender data capture.
Create lender database record from new board item
Automatically detect new pulse items on your lender board across monday.com. Create and update lender records when company names match or new items appearβso you can avoid duplicate records, keep folders organized, and capture contact details without manual data entry.
How this automation creates lender database records
When a new board item lands but details are not captured, duplicates and missing contacts slow down onboarding. This automation maps pulse fields, dedupes in Zapier Tables, and creates Drive folders and database recordsβso your team can keep lender data current.
monday.comor swap with your favorite app
2.Searches for matching lender record
Integrate Zapier Tables and database lookup tools to find records by company name and update duplicates on the board.
Zapier Tablesor swap with your favorite app
3.Creates or finds a lender folder
Integrate Google Drive and file organization tools to find or create a folder and return its link for the lender.
Google Driveor swap with your favorite app
4.Extracts canonical email address
Integrate Formatter by Zapier and email parsing tools to extract a single email address from the raw source text.
Formatter by Zapieror swap with your favorite app
5.Creates lender database record
Integrate Zapier Tables and CRM record tools to create a lender row and update the monday.com pulse with ids and links.
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