Aisle Planner + monday.com
Create items in monday.com from new leads in Aisle Planner
Stay on top of your leads by connecting Aisle Planner and monday.com with this efficient workflow. When a new lead is added in Aisle Planner, an item will be created in monday.com, ensuring you have all the important information organized in one place. This seamless automation helps you manage leads more effectively and saves you time by keeping your project management platform up-to-date.
Stay on top of your leads by connecting Aisle Planner and monday.com with this efficient workflow. When a new lead is added in Aisle Planner, an item will be created in monday.com, ensuring you have all the important information organized in one place. This seamless automation helps you manage leads more effectively and saves you time by keeping your project management platform up-to-date.
- When this happens...New Lead
Trigger when a new lead is created.
- automatically do this!Create Item
Create a new Item in a board
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New Lead
Trigger when a new lead is created.
Try ItPayment Paid
Trigger when a new payment is made.
Try ItContact first nameRequired
Contact last nameRequired
Contact company name
Role
Venue name
Contact primary email
Contact primary phone
Contact primary website
Contact address line 1
Contact address line 2
Contact city
Contact state
Contact postcode
Contact country
Event location city
Event location state
Project name
Project typeRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project Date Format
Project date
Lead source
Service type
Lead status
Notes
Board IDRequired
Try It
Project
Trigger when a new project is created.
Try ItProject nameRequired
Project templateRequired
Event location city
Event location state
TimezoneRequired
Project Date FormatRequired
Project dateRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project templateRequired
Event location city
Event location state
TimezoneRequired
Project Date FormatRequired
Project dateRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project party role 1Required
Project party firstname 1Required
Project party lastname 1Required
Project party role 2Required
Project party firstname 2Required
Project party lastname 2Required
Item Created In Board Copy
Board IDRequired
Try It
