monday.com + SubcontractorHub
Create new items in monday.com when new customers are added in SubcontractorHub
When a new customer joins your SubcontractorHub, ensure their details are instantly logged into your project management system. This seamless workflow instantly creates a new item in monday.com with the customer's details whenever a customer is added in SubcontractorHub. It helps manage your clientele efficiently, saving you manual data entry time and ensuring every new client is promptly accounted for in your monday.com boards.
When a new customer joins your SubcontractorHub, ensure their details are instantly logged into your project management system. This seamless workflow instantly creates a new item in monday.com with the customer's details whenever a customer is added in SubcontractorHub. It helps manage your clientele efficiently, saving you manual data entry time and ensuring every new client is promptly accounted for in your monday.com boards.
- When this happens...
New CustomerTriggers when a new customer is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ItemCreate a new Item in a board
ActionWriteCreate a new record or update an existing record in your app.
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Select Active Users
get the list of active users for the selected organization
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob TypeRequired
TypeRequired
CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Phone
StreetRequired
City
StateRequired
Postal CodeRequired
Country
Latitude
Longitude
Job TypeRequired
Setter Email
Sales Rep First Name
Sales Rep Last Name
Sales Rep Email
Sales Rep Phone
Sales Rep His Number
Lead Source
Lead Sub Source
Lead Score
Notes
OrganizationRequired
Company
Description
From Url
Status
Annual Revenue
Employees
Email Opt Out
Utm Campaign
Utm Source
Utm Medium
Utm Content
Utm Term
website
Engagement History
Spanish
Preferred Contact Method
Referred By
Do Not Call
Do Not Text
Legal
Default Timezone
External Lead Id
state
Territory
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
Finance Partner
Finance Term Year
Finance Rate
Finance PPW
Finance Monthly Payment
OrganizationRequired
Contract Signed URL
County
Country
Latitude
Longitude
Downpayment
Discounts Total
Base System Cost
Battery Total
Adders Total
Dealer Fee
Contract Amount
Utility Company
Utility Bill
Module Manufacturer
Inverter Name
Inverter Manufacturer
Inverter Quantity
Annual Production
Annual Usage
System Size (KW)
Finance Type
Contract Type
Finance Escalator Rate
Last Name
Phone
Owner Email
Sales Representation Name
Current Stage
Sales Representation Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column TitleRequired
Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group ID
Item NameRequired
Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
Material Name
Description
Delivery Type
ManufacturerRequired
SKURequired
Part NumberRequired
TypeRequired
Job TypeRequired
Pack SizeRequired
QuantityRequired
Active
No Of ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email
Phone
StreetRequired
CityRequired
StateRequired
Postal CodeRequired
Country
Country Code
Job TypeRequired
OrganizationRequired
Lead Source
Lead Sub Source
Do Not Text
Do Not Call
Do Not Email
Spanish
Preferred Contact Method
Referred By
Sales Notes
Qualifying Representative
Campaign Number
Lead Score
Custom Fields
Select Owner
Owner Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job TypeRequired
StreetRequired
CityRequired
StateRequired
Postal CodeRequired
First NameRequired
Last NameRequired
EmailRequired
Module NameRequired
Module WattsRequired
Module Total PanelsRequired
Battery NameRequired
Battery PriceRequired
Battery Size (kwh)Required
Battery QuantityRequired
OrganizationRequired
External IdRequired
TerritoryRequired
Finance Partner
Finance Rate
Finance Term
Finance Escalator
Down Payment
Contract Amount
Financed Amount
Utility Company
System Size
Annual Usage
Annual Production
Contract URL
Shade Report URL
Design URL
Contract Signed Date
Sales Rep Full Name
Sales Rep Email
Sales Rep First Name
Sales Rep Last Name
Owner Email
Inverter Name
Inverter Manufacturer
Inverter Quantity
Module Manufacturer
Battery Manufacturer
Price Per Watt
Customer Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
Organization
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ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item Created In Board Copy
Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
Board KindRequired
Template Id
Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item NameRequired
Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
New Group Title
Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
ColumnRequired
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column to search inRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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