monday.com + NeonCRM

Create items in monday.com for new accounts in NeonCRM

Once a new account is created in your NeonCRM, this workflow instantly produces a corresponding item in your monday.com. It provides a timely and efficient method of keeping your project management tool updated with the latest client data, thus eliminating manual data entry and saving valuable time. Perfect for businesses seeking seamless information transfer between their CRM and project management platforms.

Once a new account is created in your NeonCRM, this workflow instantly produces a corresponding item in your monday.com. It provides a timely and efficient method of keeping your project management tool updated with the latest client data, thus eliminating manual data entry and saving valuable time. Perfect for businesses seeking seamless information transfer between their CRM and project management platforms.

  1. When this happens...
    NeonCRMNeonCRM
    New Account

    Triggers when a new account is created.

    TriggerInstant
  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

    • SubjectRequired

    • Note

    • Start DateRequired

    • Start Time

    • End Date

    • End Time

    • Client Account IDRequired

    • System User ID

    • StatusRequired

    • PriorityRequired

    Action
    Write
    • Account IDRequired

    • Amount (in USD)Required

    • Donation Date/TimeRequired

    • StatusRequired

    • Campaign

    • Fund

    • Purpose

    • Source

    • Solicitation Method

    • Send Acknowledgement Email

    • AnonymousRequired

    • Tender TypeRequired

    Action
    Write
    • Account IDRequired

    • Middle Name

    • Preferred Name

    • Salutation

    • Title

    • Department

    • Email 1

    • Fax Number

    • Phone 1

    • Phone 2

    • Phone 3

    • Source

    • Send System Email

    • Do Not Contact

    • Address Line 1

    • Address Line 2

    • Address Line 3

    • Address Line 4

    • City

    • County

    • State/Province

    • Territory

    • Zip Code

    • Zip Code Suffix

    • Country

    Action
    Write
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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neoncrm logo
neoncrm logo

About NeonCRM

Neon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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