Check Cherry + monday.com
Create items in monday.com when new proposals are added to Check Cherry
Keep your project management flowing smoothly with this streamlined workflow. When a new proposal is added in Check Cherry, it automatically creates a corresponding item in monday.com. This not only saves you time by eliminating manual data entry tasks, but it also ensures your team is always up-to-date with the latest client requests, improving your efficiency and productivity.
Keep your project management flowing smoothly with this streamlined workflow. When a new proposal is added in Check Cherry, it automatically creates a corresponding item in monday.com. This not only saves you time by eliminating manual data entry tasks, but it also ensures your team is always up-to-date with the latest client requests, improving your efficiency and productivity.
- When this happens...New Proposal Is Added to Check Cherry
Triggers when a new proposal comes into Check Cherry via self-booking or is manually entered.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Try ItNew Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
Try ItSort By
Sort Direction
Try ItStaff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
Try It
Sort By
Sort Direction
Try ItNew Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Try ItNew User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
Try ItSort By
Sort Direction
Try It
