monday.com + SweepBright

Create new items in monday.com when new owners are created in SweepBright

When a new owner is added in SweepBright, streamline your workflow by creating an item in monday.com. This automation allows you to efficiently manage your property listings and maintain organized communication with owners. Save time and improve productivity, keeping your focus on finding perfect matches for your properties.

When this happens...
Owner Created
Triggers when a new owner is created.
TriggerInstant
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Trigger
Instant
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Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Trigger
Instant
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Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Trigger
Instant
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Visit Canceled
Triggers when a visit has been canceled.
Trigger
Instant
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Visit Updated
Triggers when a visit has been updated.
Trigger
Instant
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Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Trigger
Instant
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Offer Accepted
Triggers when an Offer is accepted.
Trigger
Instant
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Offer Cancelled
Triggers when an Offer is cancelled.
Trigger
Instant
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Offer Created
Triggers when an Offer is created.
Trigger
Instant
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Offer Restored
Triggers when an Offer is restored.
Trigger
Instant
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Owner Created
Triggers when a new owner is created.
Trigger
Instant
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Document Requested: Property Folder
Triggers when a Property folder document is requested.
Trigger
Instant
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Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Trigger
Instant
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- Offer IDRequired
Action
Write
- Offer IDRequired
Action
Write
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
Action
Write
- BuyersRequired
- Buyer Fee FixedRequired
- Buyer Gross Amount
- Buyer Fee PercentageRequired
- CurrencyRequired
- DirectionRequired
- Owner Fee FixedRequired
- Owner Net Amount
- Owner Fee PercentageRequired
- Notes
- OwnersRequired
- Parent Offer ID
- Property IDRequired
- Valid Until
Action
Write
- Contact IDRequired
- Label IDsRequired
Action
Write
- Offer IDRequired
Action
Write
- Contact IDRequired
- LabelsRequired
Action
Write
- Search QueryRequired
- Office ID
- Contact Type
Action
Search
- Search QueryRequired
- Office ID
Action
Search
- Search Query
Action
Search
- 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

Property Created or Updated
Triggers when a property is created or updated.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
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Document Requested: Valuation
Triggers when a valuation document is requested.
Trigger
Instant
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Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Trigger
Instant
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Offer Archived
Triggers when an Offer is archived.
Trigger
Instant
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Offer Changed
Triggers when an Offer is changed in any way.
Trigger
Instant
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Offer Refused
Triggers when an Offer is refused.
Trigger
Instant
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Offer Updated
Triggers when an Offer is updated.
Trigger
Instant
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Owner Updated
Triggers when an owner is updated.
Trigger
Instant
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Property Status Changed
Triggers when property status is changed.
Trigger
Instant
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- Offer IDRequired
Action
Write
- Contact IDRequired
- LabelsRequired
Action
Write
- Property IDRequired
- VisibilityRequired
Action
Write
- Property ID
- Company
- E-Mail AddressRequired
- First Name
- Last NameRequired
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Team
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
Action
Write
- Office IDRequired
- TypeRequired
- StatusRequired
- Negotiator EmailRequired
- Transaction TypeRequired
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- CountryRequired
Action
Write
- Contact IDRequired
- Property IDRequired
- Relation
Action
Write
- Offer IDRequired
Action
Write
- Buyers
- Buyer Fee Fixed
- Buyer Gross Amount
- Buyer Fee Percentage
- Currency
- Direction
- Owner Fee Fixed
- Owner Net Amount
- Owner Fee Percentage
- Offer IDRequired
- Notes
- Owners
- Valid Until
Action
Write
- Offer IDRequired
Action
Search
- Search QueryRequired
Action
Search
- Search QueryRequired
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
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

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

Similar apps

About SweepBright

SweepBright is a real estate CRM that turns listings and leads into simple workflows, with automation and plug-and-play integrations.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

monday.com + SweepBright

Create new items in monday.com when new owners are created in SweepBright

Document Requested: Non-Exclusive Agreement

Interaction Registered for Lead

Feedback Added to Interaction

Visit Canceled

Visit Updated

Document Requested: Exclusive Agreement

Offer Accepted

Offer Cancelled

Offer Created

Offer Restored

Owner Created

Document Requested: Property Folder

Document Requested: Lease or Purchase Agreement

Archive Offer

Cancel Offer

Create Contact

Create Offer

Detach Labels From Contact

Refuse Offer

Set Contact Labels

Find or Create Contact

Find Properties

Find Users

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

Property Created or Updated

Lead Created

Lead Updated

New Visit Scheduled

Document Requested: Valuation

Document Requested: Property Sheet

Offer Archived

Offer Changed

Offer Refused

Offer Updated

Owner Updated

Property Status Changed

Accept Offer

Attach Labels to Contact

Change Property Visibility

Create Lead

Create Property

Link Contact to Property

Restore Offer

Update Offer

Get Offer

Find Teams

Find Or Create Contact

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