ClientPoint + monday.com

Create ClientPoints for new items on monday.com boards

Streamline your workflow with this Zap. Once active, it automatically creates a new ClientPoint in your account for each new item on a specified monday.com board.

Streamline your workflow with this Zap. Once active, it automatically creates a new ClientPoint in your account for each new item on a specified monday.com board.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    ClientPointClientPoint
    Create ClientPoint

    Triggers when a new Clientpoint is Created.

    ActionWrite
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
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clientpoint logo

About ClientPoint

ClientPoint is a platform that helps you easily manage business relationship workspaces for each of your prospects, customers and partners.

Related categories

  • CRM (Customer Relationship Management)
monday logo
monday logo

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

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