Customers.ai + monday.com
Create new items in monday.com from new contacts in Customers.ai
Ensure your customer data stays consistently up-to-date across your tools with this automation. Once set up, each time a new contact is added in Customers.ai, an item is created in your monday.com account. This not only streamlines your data entry tasks but also allows you to refocus your energy on areas that need your expertise more. Simply, it bridges your work between Customers.ai and monday.com platforms.
Ensure your customer data stays consistently up-to-date across your tools with this automation. Once set up, each time a new contact is added in Customers.ai, an item is created in your monday.com account. This not only streamlines your data entry tasks but also allows you to refocus your energy on areas that need your expertise more. Simply, it bridges your work between Customers.ai and monday.com platforms.
- When this happens...New Contact
Triggers when a new contact is added to your page.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
Trigger NameRequired
Try ItAttribute NameRequired
Try ItPhone Number or EmailRequired
Full Name
First Name
Last Name
Lookup AttributeRequired
Lookup ValueRequired
New Contact
Triggers when a new contact is added to your page.
Try ItAutomation IDRequired
Phone Number or EmailRequired
Full Name
First Name
Last Name
Recipient IDRequired
MessageRequired
Messaging Type
Tag
IDRequired
