4Degrees + monday.com
Create new monday.com items for every new deal in 4Degrees
This workflow springs into action as soon as a New Deal arises in your 4Degrees account. It efficiently creates a new corresponding item in your monday.com board, enabling you to track all agreements from inception to fruition. Enhance your deal tracking efficiency and never miss a task with this seamless system.
This workflow springs into action as soon as a New Deal arises in your 4Degrees account. It efficiently creates a new corresponding item in your monday.com board, enabling you to track all agreements from inception to fruition. Enhance your deal tracking efficiency and never miss a task with this seamless system.
- When this happens...New Deal
Triggers when a new deal is created. The Deal is exported to zapier.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
List NameRequired
Stage
Try ItNew Exported Contact
Triggers when a contact is exported to Zapier.
Try ItNew Reminder
Trigger when a new reminder is created. The reminder is exported to Zapier.
Try ItContact EmailRequired
Interaction Date
Interaction Type
Interaction Notes
Tags Seperated by Comma
Custom Field
Custom Field Value
Try ItList NameRequired
Stage
Try ItFull 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
Deal ListRequired
Company NameRequired
Company Url
Description
Location
Tags
Source
Document Link
Deal Record Type
Contact Deal Email
