4Degrees + monday.com

Create new deals in 4Degrees whenever new items are added in monday.com boards

When a new item is added to your board in monday.com, this workflow helps you stay organized by creating a new deal in 4Degrees. This simplifies the process of tracking and managing business relationships, allowing you to focus on growth and connectivity while staying efficient. Start streamlining your tasks and increase productivity with this workflow.

When this happens...
New Item in Board
Triggers when an item is created in a specific board.
TriggerInstant
automatically do this!
Create Deal
Creates a deal on a given list.
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
- Tags Seperated by Comma
- Custom Field
- Custom Field Value
Trigger
Polling
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- List NameRequired
- Stage
Trigger
Polling
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- Full NameRequired
- First Name
- Last Name
- EmailRequired
- Job Role
- Job Company
- Location
- Tags
- Source
- Phone Number Type
- Phone number
- Address type
- Address Street Line 1
- Address street line 2
- Address City
- Address State
- Address Zip
Action
Write
- Deal ListRequired
- Company NameRequired
- Company Url
- Description
- Location
- Tags
- Source
- Document Link
- Deal Record Type
- Contact Deal Email
Action
Write
- Target Type
- Target NameRequired
- Due Date
- Assignee Email
- CC Emails
- NoteRequired
Action
Write
- Deal NameRequired
- List IDRequired
- Edit website
- Edit location
- Edit description
- Edit source
- Edit Owner_id
- Edit stage_id
- Edit employee_count
- Document Link
Action
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
- List NameRequired
- Stage
Trigger
Polling
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New Exported Contact
Triggers when a contact is exported to Zapier.
Trigger
Polling
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New Reminder
Trigger when a new reminder is created. The reminder is exported to Zapier.
Trigger
Polling
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- Contact EmailRequired
- Interaction Date
- Interaction Type
- Interaction Notes
Action
Write
- List Name
- Deal NameRequired
- Note Date
- Note textRequired
Action
Write
- Contact EmailRequired
- Contact Id
- First Name
- Last Name
- Job Role
- Job Company
- Location
- Tags
- Phone Number
- Phone Number Type
- Address Type
- Address Street Line 1
- Address Street Line 2
- Address City
- Address State
- Address Zip
- Address Country
- Job Start Date
- Job End Date
Action
Write

About 4Degrees

4Degrees is a relationship intelligence CRM platform that empowers deal-driven, relationship-focused teams to activate their vast relationship networks to source and close more deals.