Elements Financial Advisor Tools + monday.com

Create items in monday.com for new prospects in Elements Financial Monitoring System

Effortlessly manage new prospects in your sales pipeline by connecting Elements Financial Monitoring System to monday.com. With this workflow, whenever a New Prospect is added in Elements Financial Monitoring System, a corresponding Item will be created in your monday.com board, making it easier to keep track of potential clients and their progress. Streamline your sales process and ensure no prospect falls through the cracks with this seamless automation.

Effortlessly manage new prospects in your sales pipeline by connecting Elements Financial Monitoring System to monday.com. With this workflow, whenever a New Prospect is added in Elements Financial Monitoring System, a corresponding Item will be created in your monday.com board, making it easier to keep track of potential clients and their progress. Streamline your sales process and ensure no prospect falls through the cracks with this seamless automation.

  1. When this happens...
    Elements Financial Advisor ToolsElements Financial Advisor Tools
    New Prospect

    Triggers when a new prospect is added to Elements.

    TriggerPolling
  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

    • Board IDRequired

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    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
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    • Board IDRequired

    Trigger
    Instant
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    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
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elements-financial-advisor logo
elements-financial-advisor logo

About Elements Financial Advisor Tools

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

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  • Forms & Surveys

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monday logo
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 more

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  • Project Management

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