monday.com + NeonCRM

Create new NeonCRM accounts from new monday.com board items

Every time a new item shows up on your monday.com board, this workflow will help establish a new account in your NeonCRM. Ideal for businesses desiring an efficient data transition between platforms, it minimizes manual data entry and guarantees a fluid link between your project management and CRM endeavors.

Every time a new item shows up on your monday.com board, this workflow will help establish a new account in your NeonCRM. Ideal for businesses desiring an efficient data transition between platforms, it minimizes manual data entry and guarantees a fluid link between your project management and CRM endeavors.

  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!
    NeonCRMNeonCRM
    Create Account

    Creates a new account.

    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
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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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

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  • CRM (Customer Relationship Management)

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