Custify + monday.com

Create new Custify companies when specific column values change in monday.com boards

Ensure seamless updates between your monday.com board and Custify with this dynamic workflow. Once a specific column value on your monday.com board alters, a corresponding company will be instantly created in Custify. This efficient automation alleviates the need for manual data transfers, offering you more freedom to concentrate on important tasks.

When this happens...
Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
TriggerInstant
automatically do this!
Create Company
Create a company
ActionWrite

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Supported triggers and actions

- Board IDRequired
Trigger
Instant
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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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- Board IDRequired
Trigger
Instant
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- Board IDRequired
Action
Write
- Item IDRequired
Action
Write

- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search
- SegmentRequired
Trigger
Instant
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- SegmentRequired
Trigger
Instant
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- PlaybookRequired
Trigger
Instant
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- User ID
- Email
- CSAT scoreRequired
- Comment
- Submitted At
Action
Write
- User IDRequired
- Company IDRequired
Action
Write
- User ID
- Email
- NPS scoreRequired
- Comment
- NPS date and time
Action
Write
- Company IDRequired
- Task nameRequired
- Task description
- Task due date
- Task priorityRequired
Action
Write
- New custom attribute
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- New custom attribute
Action
Search or write

- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board IDRequired
- Column IDsRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search
- SegmentRequired
Trigger
Instant
Try It
- SegmentRequired
Trigger
Instant
Try It
- PlaybookRequired
Trigger
Instant
Try It
- New custom attribute
Action
Write
- Event nameRequired
- Event date and timeRequired
- User ID
- Email
- Company ID
- Metadata
Action
Write
- Company ID
- User ID
- TextRequired
Action
Write
- New custom attribute
Action
Write
- New custom attribute
Action
Write
- Company name
- Company ID
Action
Search
- Company name
- Company ID
- New custom attribute
Action
Search or write

About Custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

Related categories

Customer Appreciation

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

Custify + monday.com

Create new Custify companies when specific column values change in monday.com boards

Any Column Value Changed in Board

Item Moved to Group (Same or Different Board)

New Subitem on Board

Specific Column Value Changed in Board

New Update in Board

Archive Board

Archive Item

Update Item

Create Column

Create Item

Create Update

Delete Item

Update Subitem

API Request (Beta)

Find User by Name

Get Column Values

Get Group Details

Get User Details

Company Leaves Segment

Person Leaves Segment

Playbook Step

Send CSAT

Link Person to Company

Send NPS

Create Task

Update Person

Find Person

Find or Create People

New Item in Board

New Board

Specific Columns Values Changed in Board

Specific Subitem Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Upload File to Specific Column

Get Items by Column Value

Get Board Values

Get File Column Values

Get Subitem Values

Company Enters Segment

Person Enters Segment

Person Playbook Step

Create Company

Send Event

Create Note

Create Person

Update Company

Find Company

Find or Create Company

About Custify

Related categories

About monday.com

Related categories

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