FieldPulse + monday.com

Create new FieldPulse customers whenever new items are added to a board in monday.com

Streamline your task management with this efficient workflow. When a new item appears on your monday.com board, it seamlessly results in the creation of a new customer in FieldPulse. This way, you can effortlessly keep your customer base up-to-date, reducing manual data entry and ensuring you stay connected with all your contacts.

Streamline your task management with this efficient workflow. When a new item appears on your monday.com board, it seamlessly results in the creation of a new customer in FieldPulse. This way, you can effortlessly keep your customer base up-to-date, reducing manual data entry and ensuring you stay connected with all your contacts.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    FieldPulseFieldPulse
    Create Customer

    Trigger when a new customer is added.

    ActionWrite
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
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About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

  • CRM (Customer Relationship Management)
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

Related categories

  • Project Management

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